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VanEck CLO ETF
CLOI

159 hedge funds and large institutions have $780M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 41

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $679M → $780M (+$101M)

5% more funds holding

Funds holding: 152 → 159 (+7)

1.19% less ownership

Funds ownership: 65.1% → 63.91% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
29
Increased
74
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independence Asset Advisors
Pennsylvania
+$25M
2
LPL Financial
LPL Financial
California
+$15.6M
3
OPAM
Ocean Park Asset Management
California
+$14M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$11.6M
5
SWA
Sax Wealth Advisors
New Jersey
+$7.97M

Top Sellers

1
PI
PineBridge Investments
New York
-$7.08M
2
SC
Syon Capital
California
-$6.49M
3
HIS
Harvest Investment Services
Illinois
-$5.44M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.3M
5
VWA
Visionary Wealth Advisors
Illinois
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Pineridge Advisors
Missouri
$7.33K +$212 +4 +3%
TFGT
152
TS Financial Group (TSFG)
Illinois
$6K +$6.2K +117 New
SA
153
Scarborough Advisors
Maryland
$4.71K -$10K -189 -68%
PS
154
Principal Securities
Iowa
$2.5K -$2.54K -48 -51%
FFA
155
Farther Finance Advisors
California
$1.8K +$1.8K +34 New
GA
156
Guerra Advisors
Florida
$1.7K +$1.69K +32 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$1.43K +$1.43K +27 New
FGAM
158
Financial Gravity Asset Management
Texas
$743 +$741 +14 New
SCM
159
Sterling Capital Management
North Carolina
$531 +$53 +1 +11%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
– -$5.3M -100,010 Closed
Mariner
161
Mariner
Kansas
– -$2.92M -55,077 Closed
Jane Street
162
Jane Street
New York
– -$1.77M -33,360 Closed
HF
163
HRT Financial
New York
– -$1.72M -32,574 Closed
Citadel Advisors
164
Citadel Advisors
Florida
– -$1.49M -28,055 Closed
BSG
165
Black Swift Group
Colorado
– -$1.19M -22,435 Closed
FTUS
166
Flow Traders U.S.
New York
– -$765K -14,446 Closed
GS
167
GTS Securities
New York
– -$487K -9,194 Closed
MOS
168
MGO One Seven
Ohio
– -$435K -8,217 Closed
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
– -$292K -5,517 Closed
FIM
170
Freedom Investment Management
Connecticut
– -$253K -4,770 Closed
SS
171
Sunbelt Securities
Texas
– -$244K -4,618 Closed
SPC
172
Sigma Planning Corp
Michigan
– -$233K -4,398 Closed
IFG
173
Independent Financial Group
California
– -$232K -4,375 Closed
GFG
174
Goldstone Financial Group
Illinois
– -$215K -4,061 Closed
ACA
175
Ascension Capital Advisors
Texas
– -$214K -4,039 Closed
4 5 6
7
8

CLOI Hedge Fund Activity: Q3 2025 in Review

159 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q3 2025, worth a combined $780M — up 15% from $679M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CLOI positions and 20 closed out — a net gain of 9 holders — while 74 added to existing stakes and 41 trimmed.

The largest buyer was Independence Asset Advisors, adding an estimated $25M. The largest seller was PineBridge Investments, cutting an estimated $7.08M.

  • 159 institutional investors held VanEck CLO ETF (CLOI) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $780M of VanEck CLO ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 29 funds opened new VanEck CLO ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest VanEck CLO ETF buyer in Q3 2025 was Independence Asset Advisors, an estimated $25M added.
  • The largest VanEck CLO ETF seller in Q3 2025 was PineBridge Investments, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2025.