We are live on ! Find out more
CLOI icon

VanEck CLO ETF
CLOI

136 hedge funds and large institutions have $545M invested in VanEck CLO ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

34% more capital invested

Capital invested by funds: $407M → $545M (+$138M)

21% more funds holding

Funds holding: 112 → 136 (+24)

10.84% less ownership

Funds ownership: 79.75% → 68.91% (-11%)

Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
1.79%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
48
Increased
57
Reduced
26
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
+$50M
2
SC
Syon Capital
California
+$24.1M
3
CIA
Capital Investment Advisors
Georgia
+$17M
4
Goldman Sachs
Goldman Sachs
New York
+$15.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$12.3M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$28M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$9.35M
4
WF
Wayfinding Financial
Washington
-$4.32M
5
Prudential Financial
Prudential Financial
New Jersey
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1
Redhawk Wealth Advisors
Minnesota
$49.8M +$50M +944,012 New
CIA
2
Capital Investment Advisors
Georgia
$48.9M +$17M +321,765 +53%
LPL Financial
3
LPL Financial
California
$45.2M +$7.5M +141,573 +20%
SC
4
Syon Capital
California
$41.8M +$24.1M +455,307 +135%
BCI
5
Brinker Capital Investments
Pennsylvania
$35M -$758K -14,306 -2%
OPS
6
Orion Portfolio Solutions
Nebraska
$35M -$758K -14,306 -2%
Goldman Sachs
7
Goldman Sachs
New York
$15.8M +$15.8M +298,899 New
WIM
8
WealthPlan Investment Management
Nebraska
$13.7M -$187K -3,526 -1%
GI
9
Gradient Investments
Minnesota
$13.6M +$872K +16,472 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.2M +$12.3M +231,307 New
BCM
11
Brookstone Capital Management
Illinois
$12.1M +$12.1M +228,374 New
AWM
12
AE Wealth Management
Kansas
$11.9M +$11.9M +224,850 New
BFA
13
Beaumont Financial Advisors
Massachusetts
$11.3M +$3.83M +72,356 +51%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$10.9M +$2.59M +48,817 +31%
AssetMark Inc
15
AssetMark Inc
California
$10.6M +$1.65M +31,133 +18%
MWM
16
Maridea Wealth Management
New York
$9.12M +$9.15M +172,765 New
DWM
17
Darwin Wealth Management
Florida
$8.78M -$1.37M -25,856 -13%
WP
18
WealthPLAN Partners
Nebraska
$8.73M +$739K +13,951 +9%
CRC
19
Curi RMB Capital
Illinois
$8.47M +$382K +7,204 +5%
MML Investors Services
20
MML Investors Services
Massachusetts
$8.21M +$590K +11,140 +8%
IP
21
Integras Partners
Georgia
$7.11M +$7.13M +134,659 New
LIG
22
Lokken Investment Group
Delaware
$6.75M +$4.47M +84,476 +194%
Jane Street
23
Jane Street
New York
$5.84M +$3.28M +61,963 +127%
FS
24
Ferguson Shapiro
Georgia
$5.1M -$2.58M -48,799 -34%
DMBA
25
Deseret Mutual Benefit Administrators
Utah
$4.02M +$4.03M +76,114 New
1
2 3 4 5

CLOI Hedge Fund Activity: Q4 2024 in Review

136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q4 2024, worth a combined $545M — up 34% from $407M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CLOI positions and 21 closed out — a net gain of 27 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $50M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $28M sold.

  • 136 institutional investors held VanEck CLO ETF (CLOI) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $545M of VanEck CLO ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 48 funds opened new VanEck CLO ETF positions in Q4 2024 and 21 closed out, a net change of +27 holders.
  • The largest VanEck CLO ETF buyer in Q4 2024 was Redhawk Wealth Advisors, an estimated $50M added.
  • The largest VanEck CLO ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $28M sold.

Based on aggregated 13F filings for Q4 2024.