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VanEck CLO ETF

159 hedge funds and large institutions have $780M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 41

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $679M → $780M (+$101M)

5% more funds holding

Funds holding: 152159 (+7)

1.19% less ownership

Funds ownership: 65.1%63.91% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
29
Increased
74
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
126
Equitable Holdings
New York
$213K +$212K +4,006 New
CP
127
Creekside Partners
California
$209K
IA
128
IFP Advisors
Florida
$208K -$348K -6,573 -63%
BCWM
129
Bartlett & Co Wealth Management
Ohio
$200K
AssetMark Inc
130
AssetMark Inc
California
$144K -$11.1K -209 -7%
AF
131
Allworth Financial
California
$141K +$1.96K +37 +1%
CIR
132
Clear Investment Research
Georgia
$88.8K +$88.5K +1,672 New
FWP
133
FAS Wealth Partners
Kansas
$84.7K +$2.86K +54 +4%
KWM
134
Kiker Wealth Management
Georgia
$74.7K
PTC
135
Private Trust Company
Ohio
$66.4K
FWM
136
FSA Wealth Management
Massachusetts
$63.7K
AAS
137
Ameritas Advisory Services
Nebraska
$37.4K -$140K -2,641 -79%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$37K +$23.9K +451 +178%
Comerica Bank
139
Comerica Bank
Texas
$32.5K
Morgan Stanley
140
Morgan Stanley
New York
$24.3K -$53 -1 -0.2%
VanEck Associates
141
VanEck Associates
New York
$23K -$1.48K -28 -6%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$19.9K
ASN
143
Advisory Services Network
Georgia
$18.6K +$18.5K +350 New
SIC
144
Salem Investment Counselors
North Carolina
$15.9K
AFWM
145
Abich Financial Wealth Management
Virginia
$15.3K +$15.2K +288 New
GRP
146
Global Retirement Partners
California
$14.8K +$159 +3 +1%
SWM
147
Spire Wealth Management
Virginia
$13.2K +$10.3K +194 +353%
FIM
148
FWL Investment Management
Texas
$11.5K
VNA
149
Valley National Advisers
Pennsylvania
$10K
TCOV
150
Trust Company of Vermont
Vermont
$7.49K +$7.46K +141 New

CLOI Hedge Fund Activity: Q3 2025 in Review

159 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q3 2025, worth a combined $780M — up 15% from $679M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CLOI positions and 20 closed out — a net gain of 9 holders — while 74 added to existing stakes and 41 trimmed.

The largest buyer was Independence Asset Advisors, adding an estimated $25M. The largest seller was PineBridge Investments, cutting an estimated $7.08M.

  • 159 institutional investors held VanEck CLO ETF (CLOI) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $780M of VanEck CLO ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 29 funds opened new VanEck CLO ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest VanEck CLO ETF buyer in Q3 2025 was Independence Asset Advisors, an estimated $25M added.
  • The largest VanEck CLO ETF seller in Q3 2025 was PineBridge Investments, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2025.