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VanEck CLO ETF
CLOI

Overview Fund Activity

56 hedge funds and large institutions have $201M invested in VanEck CLO ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
25
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$36.3M
2
CRC
2
Curi RMB Capital
Illinois
$7.05M
3
FS
3
Ferguson Shapiro
Georgia
$4M
4
FTUS
4
Flow Traders U.S.
New York
$4.12M
5
Jane Street
5
Jane Street
New York
$7.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.13M
3
AWG
3
Altus Wealth Group
Colorado
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$37M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$37M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
1
Orion Portfolio Solutions
Nebraska
$37M 700,161 -12,653 -2%
BCI
2
Brinker Capital Investments
Pennsylvania
$37M 700,161 -12,653 -2%
LPL Financial
3
LPL Financial
California
$36.3M 686,732 +331,491 +93%
WIM
4
WealthPlan Investment Management
Nebraska
$10.6M 201,538 +33,581 +20%
WP
5
WealthPLAN Partners
Nebraska
$7.63M 144,423 +7,288 +5%
Jane Street
6
Jane Street
New York
$7.2M 136,262 +36,288 +36%
CRC
7
Curi RMB Capital
Illinois
$7.05M 133,532 +133,532 New
BFA
8
Beaumont Financial Advisors
Massachusetts
$6.76M 127,919 -1,470 -1%
MML Investors Services
9
MML Investors Services
Massachusetts
$6.35M 120,148 +19,972 +20%
GI
10
Gradient Investments
Minnesota
$4.94M 93,491 +14,620 +19%
FTUS
11
Flow Traders U.S.
New York
$4.12M 77,991 +36,584 +88%
FS
12
Ferguson Shapiro
Georgia
$4M 75,721 +75,721 New
VF
13
VitalStone Financial
Texas
$3.96M 74,985 -3,257 -4%
WA
14
WESPAC Advisors
California
$2.8M 52,986 -1,296 -2%
HIS
15
Harvest Investment Services
Illinois
$2.68M 50,646 +17,510 +53%
CP
16
Castleview Partners
Texas
$1.97M 37,291 +31,083 +501%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.43M 27,002 +6,359 +31%
Truist Financial
18
Truist Financial
North Carolina
$1.38M 26,045 +252 +1%
OPAM
19
Ocean Park Asset Management
California
$1.33M 25,200 – –
VAG
20
VisionPoint Advisory Group
Texas
$1.29M 24,358 +21,555 +769%
AWM
21
Adams Wealth Management
Utah
$1.22M 23,071 -1,036 -4%
WWA
22
WCG Wealth Advisors
Nevada
$1.18M 22,355 +7,843 +54%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.13M 21,463 -20,875 -49%
AO
24
Advisor OS
Illinois
$1.08M 20,482 +20,482 New
TPWA
25
TRUE Private Wealth Advisors
Oregon
$975K 18,457 +13,971 +311%
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