We are live on ! Find out more
CLOI icon

VanEck CLO ETF
CLOI

157 hedge funds and large institutions have $688M invested in VanEck CLO ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

148% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 31

26% more capital invested

Capital invested by funds: $545M → $688M (+$142M)

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

15% more funds holding

Funds holding: 136 → 157 (+21)

1.09% less ownership

Funds ownership: 68.91% → 67.82% (-1.1%)

Holders
157
Holders Change
+21
Holders Change %
+15.44%
% of All Funds
2.11%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
40
Increased
77
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$22.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22M
3
GWM
Geneos Wealth Management
Colorado
+$12.3M
4
CIA
Capital Investment Advisors
Georgia
+$10.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$9.81M

Top Sellers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
-$16.3M
2
Goldman Sachs
Goldman Sachs
New York
-$15.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$2.75M
4
FTUS
Flow Traders U.S.
New York
-$2.5M
5
MWM
Maridea Wealth Management
New York
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Pineridge Advisors
Missouri
$9.6K +$3.23K +61 +50%
SWM
152
Spire Wealth Management
Virginia
$2.88K +$2.86K +54 New
RFG
153
REAP Financial Group
Texas
$2.54K +$2.54K +48 New
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$1.11K +$1.11K +21 New
FGAM
155
Financial Gravity Asset Management
Texas
$740 +$741 +14 New
SCM
156
Sterling Capital Management
North Carolina
$634 – – –
TRCT
157
Tower Research Capital (TRC)
New York
$53 +$53 +1 New
Goldman Sachs
158
Goldman Sachs
New York
– -$15.8M -298,899 Closed
IAA
159
Independent Advisor Alliance
North Carolina
– -$2.75M -52,132 Closed
FTUS
160
Flow Traders U.S.
New York
– -$2.5M -47,306 Closed
SWM
161
SFG Wealth Management
Maryland
– -$1.45M -27,503 Closed
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
– -$766K -14,507 Closed
SF
163
Symphony Financial
Texas
– -$617K -11,639 Closed
AAS
164
Ameritas Advisory Services
Nebraska
– -$537K -10,172 Closed
KWM
165
Kingsview Wealth Management
Oregon
– -$381K -7,213 Closed
AWA
166
Authentikos Wealth Advisory
California
– -$255K -4,823 Closed
NP
167
NorthRock Partners
Minnesota
– -$234K -4,433 Closed
FWM
168
FLP Wealth Management
Arkansas
– -$104K -1,980 Closed
GM
169
GeoWealth Management
Illinois
– -$61.4K -1,163 Closed
PA
170
PSI Advisors
Florida
– -$42.3K -802 Closed
CAS
171
Coppell Advisory Solutions
Texas
– -$7.91K -150 Closed
KIM
172
Kestra Investment Management
Texas
– -$2.09K -40 Closed
3 4 5 6
7

CLOI Hedge Fund Activity: Q1 2025 in Review

157 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q1 2025, worth a combined $688M — up 26% from $545M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CLOI positions and 15 closed out — a net gain of 25 holders — while 77 added to existing stakes and 31 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.6M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $16.3M.

  • 157 institutional investors held VanEck CLO ETF (CLOI) as of Q1 2025, up from 136 in Q4 2024.
  • Funds reported $688M of VanEck CLO ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 40 funds opened new VanEck CLO ETF positions in Q1 2025 and 15 closed out, a net change of +25 holders.
  • The largest VanEck CLO ETF buyer in Q1 2025 was LPL Financial, an estimated $22.6M added.
  • The largest VanEck CLO ETF seller in Q1 2025 was Redhawk Wealth Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2025.