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VanEck CLO ETF

177 hedge funds and large institutions have $849M invested in VanEck CLO ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

102% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 42

11% more funds holding

Funds holding: 159177 (+18)

9% more capital invested

Capital invested by funds: $780M → $849M (+$68.6M)

0.4% more ownership

Funds ownership: 63.91%64.3% (+0.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
41
Increased
85
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
126
Perennial Investment Advisors
California
$287K +$52.9K +999 +22%
VWA
127
Visionary Wealth Advisors
Illinois
$286K -$207K -3,920 -42%
CWM
128
Collaborative Wealth Management
Florida
$283K +$3.81K +72 +1%
SW
129
Simplicity Wealth
New Jersey
$278K -$10.5K -199 -4%
EH
130
Equitable Holdings
New York
$269K +$58K +1,097 +27%
CP
131
Creekside Partners
California
$267K +$58.9K +1,114 +28%
LSA
132
L & S Advisors
California
$267K +$268K +5,056 New
HOWA
133
Heritage Oak Wealth Advisors
Florida
$265K -$265K -5,015 -50%
HI
134
Harbour Investments
Wisconsin
$264K -$10K -189 -4%
RWA
135
Redhawk Wealth Advisors
Minnesota
$254K -$152K -2,866 -37%
Q1WB
136
Quest 10 Wealth Builders
Virginia
$251K +$18.7K +354 +8%
SWP
137
Stratos Wealth Partners
Ohio
$237K +$238K +4,492 New
EC
138
Elequin Capital
New York
$216K
ACA
139
Ascension Capital Advisors
Texas
$211K +$212K +3,999 New
AF
140
Allworth Financial
California
$201K +$60.9K +1,150 +43%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$199K
KFG
142
Kingdom Financial Group
Arizona
$147K +$147K +2,784 New
AssetMark Inc
143
AssetMark Inc
California
$142K -$1.8K -34 -1%
KAS
144
Kestra Advisory Services
Texas
$108K -$206K -3,892 -66%
SIS
145
Sound Income Strategies
Florida
$100K +$100K +1,893 New
SAG
146
SageView Advisory Group
California
$91.3K +$91.5K +1,729 New
FWP
147
FAS Wealth Partners
Kansas
$90.9K +$6.67K +126 +8%
WETS
148
Wealth Enhancement Trust Services
South Dakota
$71K +$71.1K +1,344 New
CIAS
149
Capital Investment Advisory Services
North Carolina
$68.1K +$68.3K +1,290 New
PTC
150
Private Trust Company
Ohio
$66K