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VanEck CLO ETF

156 hedge funds and large institutions have $683M invested in VanEck CLO ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$67.8M
CIA
2
Capital Investment Advisors
Georgia
$59.3M
SC
3
Syon Capital
California
$45M
OPS
4
Orion Portfolio Solutions
Nebraska
$34.3M
BCI
5
Brinker Capital Investments
Pennsylvania
$34.3M
RWA
6
Redhawk Wealth Advisors
Minnesota
$33.6M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25.6M
TPWA
8
TRUE Private Wealth Advisors
Oregon
$18.3M
BCM
9
Brookstone Capital Management
Illinois
$15.8M
GI
10
Gradient Investments
Minnesota
$14.6M
HighTower Advisors
11
HighTower Advisors
Illinois
$13.8M
WIM
12
WealthPlan Investment Management
Nebraska
$13.6M
GWM
13
Geneos Wealth Management
Colorado
$12.8M
BFA
14
Beaumont Financial Advisors
Massachusetts
$12.6M
AWM
15
AE Wealth Management
Kansas
$11.8M
MML Investors Services
16
MML Investors Services
Massachusetts
$10.9M
AssetMark Inc
17
AssetMark Inc
California
$10.6M
WP
18
WealthPLAN Partners
Nebraska
$10.2M
HIS
19
Harvest Investment Services
Illinois
$9.9M
CCMG
20
Clark Capital Management Group
Pennsylvania
$9.79M
PCP
21
Proficio Capital Partners
Massachusetts
$9.17M
DMBA
22
Deseret Mutual Benefit Administrators
Utah
$9.07M
IAA
23
Independence Asset Advisors
Pennsylvania
$8.97M
DWM
24
Darwin Wealth Management
Florida
$8.78M
FS
25
Ferguson Shapiro
Georgia
$8.61M