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VanEck CLO ETF
CLOI

20 hedge funds and large institutions have $64.1M invested in VanEck CLO ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7,766% more capital inflows, than outflows

Capital inflows: $32.9M | Capital outflows: $418K

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

126.29% more ownership

Funds ownership: 121.8% → 248.09% (+126%)

122% more funds holding

Funds holding: 9 → 20 (+11)

Holders
20
Holders Change
+11
Holders Change %
+122.22%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
+$6.78M
2
Curi Wealth Management
Curi Wealth Management
North Carolina
+$6.35M
3
Jane Street
Jane Street
New York
+$2.92M
4
Flow Traders U.S.
Flow Traders U.S.
New York
+$2.82M
5
LPL Financial
LPL Financial
California
+$2.8M

Top Sellers

Rank Fund Capital Flow
1
Gradient Investments
Gradient Investments
Minnesota
-$310K
2
Adams Wealth Management
Adams Wealth Management
Utah
-$108K

CLOI Hedge Fund Activity: Q2 2023 in Review

20 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q2 2023, worth a combined $64.1M — up 105% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CLOI positions and 0 closed out — a net gain of 11 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $6.78M. The largest seller was Gradient Investments, cutting an estimated $310K.

  • 20 institutional investors held VanEck CLO ETF (CLOI) as of Q2 2023, up from 9 in Q1 2023.
  • Funds reported $64.1M of VanEck CLO ETF stock for Q2 2023, up 105% quarter-over-quarter.
  • 11 funds opened new VanEck CLO ETF positions in Q2 2023 and 0 closed out, a net change of +11 holders.
  • The largest VanEck CLO ETF buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $6.78M added.
  • The largest VanEck CLO ETF seller in Q2 2023 was Gradient Investments, an estimated $310K sold.

Based on aggregated 13F filings for Q2 2023.