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VanEck CLO ETF

167 hedge funds and large institutions have $771M invested in VanEck CLO ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

5.51% less ownership

Funds ownership: 64.3%58.79% (-5.5%)

6% less funds holding

Funds holding: 177167 (-10)

9% less capital invested

Capital invested by funds: $849M → $771M (-$77.5M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
2.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
25
Increased
70
Reduced
58
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
ProCore Advisors
California
-$1.08M -20,481 Closed
TPA
177
Trivium Point Advisory
Connecticut
-$934K -17,677 Closed
QCM
178
Quantinno Capital Management
New York
-$360K -6,815 Closed
LI
179
LifeWealth Investments
Florida
-$350K -6,625 Closed
BOSSRA
180
B.O.S.S. Retirement Advisors
Utah
-$316K -5,993 Closed
DWS
181
Discipline Wealth Solutions
South Carolina
-$315K -5,960 Closed
PIA
182
Perennial Investment Advisors
California
-$287K -5,445 Closed
VWA
183
Visionary Wealth Advisors
Illinois
-$286K -5,416 Closed
CWM
184
Collaborative Wealth Management
Florida
-$283K -5,366 Closed
SW
185
Simplicity Wealth
New Jersey
-$278K -5,264 Closed
EH
186
Equitable Holdings
New York
-$269K -5,103 Closed
HOWA
187
Heritage Oak Wealth Advisors
Florida
-$265K -5,025 Closed
EC
188
Elequin Capital
New York
-$216K -4,084 Closed
WETS
189
Wealth Enhancement Trust Services
South Dakota
-$71K -1,344 Closed
PWM
190
Peck Wealth Management
New York
-$61.6K -1,167 Closed
RCM
191
Raleigh Capital Management
North Carolina
-$42.8K -810 Closed
FHA
192
Flagship Harbor Advisors
Massachusetts
-$15.8K -300 Closed
Bank of America
193
Bank of America
North Carolina
-$11.5K -218 Closed
JWM
194
Jessup Wealth Management
Ohio
-$8.29K -157 Closed
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
-$5.92K -112 Closed
CA
196
Crewe Advisors
Utah
-$1.43K -27 Closed
OSAM
197
O'Shaughnessy Asset Management
Connecticut
-$1.06K -20 Closed
SCM
198
Sterling Capital Management
North Carolina
-$528 -10 Closed