VanEck CLO ETF
CLOI
89 hedge funds and large institutions have $255M invested in VanEck CLO ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 1 closing their positions.
3,500% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 1
209% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 11
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
59% more funds holding
Funds holding: 56 → 89 (+33)
27% more capital invested
Capital invested by funds: $201M → $255M (+$53.7M)
7.3% less ownership
Funds ownership: 73.25% → 65.95% (-7.3%)
Top Buyers
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$10.2M |
| 2 |
AssetMark Inc
Concord,
California
|
+$7.92M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$6.86M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.63M |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$3.54M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$4.64M |
| 2 |
Jane Street
New York
|
-$3.98M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.63M |
| 4 |
TAM
TCP Asset Management
Columbus,
Ohio
|
-$253K |
| 5 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$189K |
CLOI Hedge Fund Activity: Q2 2024 in Review
89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q2 2024, worth a combined $255M — up 27% from $201M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CLOI positions and 1 closed out — a net gain of 35 holders — while 34 added to existing stakes and 11 trimmed.
The largest buyer was Darwin Wealth Management, opening a new position worth an estimated $10.2M. The largest seller was LPL Financial, cutting an estimated $4.64M.
- 89 institutional investors held VanEck CLO ETF (CLOI) as of Q2 2024, up from 56 in Q1 2024.
- Funds reported $255M of VanEck CLO ETF stock for Q2 2024, up 27% quarter-over-quarter.
- 36 funds opened new VanEck CLO ETF positions in Q2 2024 and 1 closed out, a net change of +35 holders.
- The largest VanEck CLO ETF buyer in Q2 2024 was Darwin Wealth Management, an estimated $10.2M added.
- The largest VanEck CLO ETF seller in Q2 2024 was LPL Financial, an estimated $4.64M sold.
Based on aggregated 13F filings for Q2 2024.