VanEck CLO ETF
CLOI
136 hedge funds and large institutions have $545M invested in VanEck CLO ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 21 closing their positions.
129% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 21
119% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 26
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
34% more capital invested
Capital invested by funds: $407M → $545M (+$138M)
21% more funds holding
Funds holding: 112 → 136 (+24)
10.84% less ownership
Funds ownership: 79.75% → 68.91% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$50M |
| 2 |
SC
Syon Capital
San Francisco,
California
|
+$24.1M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$17M |
| 4 |
Goldman Sachs
New York
|
+$15.8M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$28M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.9M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$9.35M |
| 4 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$4.32M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$3.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
UBS Group
Zurich,
Switzerland
| – | -$50.9K | -960 | Closed |
|
|
PW
152
Paladin Wealth
Arden Hills,
Minnesota
| – | -$15.6K | -295 | Closed |
|
|
RFS
153
Richardson Financial Services
Medway,
Massachusetts
| – | -$14.1K | -266 | Closed |
|
|
MCM
154
MV Capital Management
Bethesda,
Maryland
| – | -$13.9K | -262 | Closed |
|
|
FFO
155
Fortitude Family Office
Scottsdale,
Arizona
| – | -$7.37K | -139 | Closed |
|
|
FFA
156
Farther Finance Advisors
San Francisco,
California
| – | -$159 | -3 | Closed |
|
157
Fidelity Investments
Boston,
Massachusetts
| – | -$53 | -1 | Closed |
|
CLOI Hedge Fund Activity: Q4 2024 in Review
136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q4 2024, worth a combined $545M — up 34% from $407M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new CLOI positions and 21 closed out — a net gain of 27 holders — while 57 added to existing stakes and 26 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $50M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $28M sold.
- 136 institutional investors held VanEck CLO ETF (CLOI) as of Q4 2024, up from 112 in Q3 2024.
- Funds reported $545M of VanEck CLO ETF stock for Q4 2024, up 34% quarter-over-quarter.
- 48 funds opened new VanEck CLO ETF positions in Q4 2024 and 21 closed out, a net change of +27 holders.
- The largest VanEck CLO ETF buyer in Q4 2024 was Redhawk Wealth Advisors, an estimated $50M added.
- The largest VanEck CLO ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $28M sold.
Based on aggregated 13F filings for Q4 2024.