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VanEck CLO ETF
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Overview Fund Activity

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.

Holders
89
Holders Change
+33
Holders Change %
+58.93%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
36
Increased
34
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Darwin Wealth Management
Florida
$10.3M
2
AssetMark Inc
2
AssetMark Inc
California
$7.94M
3
GI
3
Gradient Investments
Minnesota
$11.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.64M
5
CA
5
CoreCap Advisors
Michigan
$3.84M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$31.7M
2
Jane Street
2
Jane Street
New York
$3.22M
3
FTUS
3
Flow Traders U.S.
New York
$2.5M
4
TAM
4
TCP Asset Management
Ohio
$670K
5
PIA
5
Perennial Investment Advisors
California
$360K
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$36.9M 697,950 -2,211 -0.3%
OPS
2
Orion Portfolio Solutions
Nebraska
$36.9M 697,950 -2,211 -0.3%
LPL Financial
3
LPL Financial
California
$31.7M 598,721 -88,011 -13%
GI
4
Gradient Investments
Minnesota
$11.8M 223,416 +129,925 +139%
WIM
5
WealthPlan Investment Management
Nebraska
$11.2M 211,304 +9,766 +5%
DWM
6
Darwin Wealth Management
Florida
$10.3M 193,803 +193,803 New
AssetMark Inc
7
AssetMark Inc
California
$7.94M 150,014 +150,014 New
WP
8
WealthPLAN Partners
Nebraska
$7.82M 147,741 +3,318 +2%
CRC
9
Curi RMB Capital
Illinois
$7.42M 140,209 +6,677 +5%
BFA
10
Beaumont Financial Advisors
Massachusetts
$7.36M 139,078 +11,159 +9%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.78M 128,036 +7,888 +7%
FS
12
Ferguson Shapiro
Georgia
$6.04M 114,129 +38,408 +51%
VF
13
VitalStone Financial
Texas
$4.66M 88,106 +13,121 +17%
CA
14
CoreCap Advisors
Michigan
$3.84M 72,573 +67,094 +1,225%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.67M 69,298 +42,296 +157%
Citadel Advisors
16
Citadel Advisors
Florida
$3.64M 68,841 +68,841 New
Jane Street
17
Jane Street
New York
$3.22M 60,864 -75,398 -55%
HIS
18
Harvest Investment Services
Illinois
$2.88M 54,326 +3,680 +7%
WA
19
WESPAC Advisors
California
$2.8M 52,962 -24 -0%
TPWA
20
TRUE Private Wealth Advisors
Oregon
$2.54M 47,921 +29,464 +160%
FTUS
21
Flow Traders U.S.
New York
$2.5M 47,197 -30,794 -39%
FMN
22
Financial Management Network
California
$2.47M 46,826 +34,871 +292%
CP
23
Castleview Partners
Texas
$2.21M 41,673 +4,382 +12%
HOWA
24
Heritage Oak Wealth Advisors
Florida
$2.04M 38,592 +38,592 New
BSG
25
Black Swift Group
Colorado
$1.73M 32,627 +27,627 +553%
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