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VanEck CLO ETF
CLOI

Overview Fund Activity

148 hedge funds and large institutions have $668M invested in VanEck CLO ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
1.99%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
30
Increased
56
Reduced
55
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independence Asset Advisors
Pennsylvania
$58.2M
2
PI
2
PineBridge Investments
New York
$14.4M
3
CIA
3
Capital Investment Advisors
Georgia
$68.1M
4
FS
4
Ferguson Shapiro
Georgia
$17.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.19M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$404K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.76M
3
AssetMark Inc
3
AssetMark Inc
California
$155K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TownSquare Capital
Utah
– -$2.02M -38,308 Closed
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
– -$1.91M -36,101 Closed
PWA
153
PCG Wealth Advisors
Kansas
– -$1.82M -34,403 Closed
US Bancorp
154
US Bancorp
Minnesota
– -$943K -17,837 Closed
SWP
155
Stratos Wealth Partners
Ohio
– -$785K -14,858 Closed
UBS Group
156
UBS Group
Switzerland
– -$598K -11,325 Closed
AWS
157
Atria Wealth Solutions
New York
– -$597K -11,290 Closed
BWA
158
Beam Wealth Advisors
Louisiana
– -$537K -10,166 Closed
GVCM
159
Global View Capital Management
Wisconsin
– -$501K -9,472 Closed
BCA
160
Bay Colony Advisors
Massachusetts
– -$449K -8,499 Closed
SB
161
Strategic Blueprint
Georgia
– -$396K -7,490 Closed
AAS
162
Avantax Advisory Services
Texas
– -$391K -7,407 Closed
TSS
163
Two Sigma Securities
New York
– -$385K -7,283 Closed
KJHP
164
K.J. Harrison & Partners
Ontario, Canada
– -$342K -6,471 Closed
TA
165
TFB Advisors
Kansas
– -$325K -6,151 Closed
HH
166
Hilltop Holdings
Texas
– -$318K -6,017 Closed
MA
167
MONECO Advisors
Connecticut
– -$314K -5,934 Closed
FEM
168
Fulcrum Equity Management
Texas
– -$289K -5,478 Closed
SW
169
Simplicity Wealth
New Jersey
– -$261K -4,934 Closed
DWP
170
Destiny Wealth Partners
Florida
– -$227K -4,287 Closed
MFS
171
Mattson Financial Services
Michigan
– -$153K -2,905 Closed
CA
172
Continuum Advisory
Idaho
– -$139K -2,632 Closed
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
– -$84K -1,625 Closed
RCM
174
Raleigh Capital Management
North Carolina
– -$32.9K -622 Closed
CWC
175
Carolinas Wealth Consulting
North Carolina
– -$30.2K -572 Closed
4 5 6
7
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