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VanEck CLO ETF

158 hedge funds and large institutions have $779M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
126
Creekside Partners
California
$209K
IA
127
IFP Advisors
Florida
$208K
BCWM
128
Bartlett & Co Wealth Management
Ohio
$200K
AssetMark Inc
129
AssetMark Inc
California
$144K
AF
130
Allworth Financial
California
$141K
CIR
131
Clear Investment Research
Georgia
$88.8K
FWP
132
FAS Wealth Partners
Kansas
$84.7K
KWM
133
Kiker Wealth Management
Georgia
$74.7K
PTC
134
Private Trust Company
Ohio
$66.4K
FWM
135
FSA Wealth Management
Massachusetts
$63.7K
AAS
136
Ameritas Advisory Services
Nebraska
$37.4K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$37K
Comerica Bank
138
Comerica Bank
Texas
$32.5K
Morgan Stanley
139
Morgan Stanley
New York
$24.3K
VanEck Associates
140
VanEck Associates
New York
$23K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$19.9K
ASN
142
Advisory Services Network
Georgia
$18.6K
SIC
143
Salem Investment Counselors
North Carolina
$15.9K
AFWM
144
Abich Financial Wealth Management
Virginia
$15.3K
GRP
145
Global Retirement Partners
California
$14.8K
SWM
146
Spire Wealth Management
Virginia
$13.2K
FIM
147
FWL Investment Management
Texas
$11.5K
VNA
148
Valley National Advisers
Pennsylvania
$10K
TCOV
149
Trust Company of Vermont
Vermont
$7.49K
PA
150
Pineridge Advisors
Missouri
$7.33K