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VanEck CLO ETF

159 hedge funds and large institutions have $780M invested in VanEck CLO ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 41

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $679M → $780M (+$101M)

5% more funds holding

Funds holding: 152159 (+7)

1.19% less ownership

Funds ownership: 65.1%63.91% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
29
Increased
74
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$85.4M +$15.6M +294,760 +22%
IAA
2
Independence Asset Advisors
Pennsylvania
$83.5M +$25M +473,096 +43%
CIA
3
Capital Investment Advisors
Georgia
$76.2M +$7.79M +147,163 +11%
SC
4
Syon Capital
California
$35.5M -$6.49M -122,487 -15%
BCI
5
Brinker Capital Investments
Pennsylvania
$33.1M -$634K -11,974 -2%
TPWA
6
TRUE Private Wealth Advisors
Oregon
$17.9M -$1.29M -24,292 -7%
WIM
7
WealthPlan Investment Management
Nebraska
$17.2M +$599K +11,305 +4%
HighTower Advisors
8
HighTower Advisors
Illinois
$16.7M +$668K +12,619 +4%
BCM
9
Brookstone Capital Management
Illinois
$16.4M +$1.18M +22,237 +8%
DMBA
10
Deseret Mutual Benefit Administrators
Utah
$15.5M +$4.2M +79,257 +37%
FS
11
Ferguson Shapiro
Georgia
$14.3M -$2.89M -54,582 -17%
SWA
12
Sax Wealth Advisors
New Jersey
$14.1M +$7.97M +150,449 +130%
GI
13
Gradient Investments
Minnesota
$14.1M -$654K -12,354 -4%
OPAM
14
Ocean Park Asset Management
California
$14.1M +$14M +265,100 New
DWM
15
Darwin Wealth Management
Florida
$13.5M +$384K +7,261 +3%
AWM
16
AE Wealth Management
Kansas
$12.1M +$2.69M +50,806 +29%
MGIA
17
Moneta Group Investment Advisors
Missouri
$11.6M +$11.6M +219,342 New
BFA
18
Beaumont Financial Advisors
Massachusetts
$11M -$145K -2,738 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$10.3M -$421K -7,947 -4%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$9.2M +$1.01M +19,148 +12%
MWM
21
Maridea Wealth Management
New York
$8.89M +$1.78M +33,701 +25%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.87M +$3.85M +72,688 +77%
Goldman Sachs
23
Goldman Sachs
New York
$8.71M +$5.9M +111,512 +212%
WP
24
WealthPLAN Partners
Nebraska
$8.64M -$179K -3,376 -2%
GWM
25
Geneos Wealth Management
Colorado
$8.6M +$446K +8,425 +5%

CLOI Hedge Fund Activity: Q3 2025 in Review

159 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q3 2025, worth a combined $780M — up 15% from $679M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CLOI positions and 20 closed out — a net gain of 9 holders — while 74 added to existing stakes and 41 trimmed.

The largest buyer was Independence Asset Advisors, adding an estimated $25M. The largest seller was PineBridge Investments, cutting an estimated $7.08M.

  • 159 institutional investors held VanEck CLO ETF (CLOI) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $780M of VanEck CLO ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 29 funds opened new VanEck CLO ETF positions in Q3 2025 and 20 closed out, a net change of +9 holders.
  • The largest VanEck CLO ETF buyer in Q3 2025 was Independence Asset Advisors, an estimated $25M added.
  • The largest VanEck CLO ETF seller in Q3 2025 was PineBridge Investments, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2025.