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VanEck CLO ETF

175 hedge funds and large institutions have $846M invested in VanEck CLO ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
$107M
IAA
2
Independence Asset Advisors
Pennsylvania
$84M
CIA
3
Capital Investment Advisors
Georgia
$82.6M
SC
4
Syon Capital
California
$35.3M
BCI
5
Brinker Capital Investments
Pennsylvania
$32.1M
PI
6
PineBridge Investments
New York
$31.5M
SWA
7
Sax Wealth Advisors
New Jersey
$19.1M
TPWA
8
TRUE Private Wealth Advisors
Oregon
$18.9M
HighTower Advisors
9
HighTower Advisors
Illinois
$17M
WIM
10
WealthPlan Investment Management
Nebraska
$14.9M
DMBA
11
Deseret Mutual Benefit Administrators
Utah
$14.7M
Goldman Sachs
12
Goldman Sachs
New York
$14.3M
GI
13
Gradient Investments
Minnesota
$14.1M
DWM
14
Darwin Wealth Management
Florida
$13.7M
AWM
15
Axxcess Wealth Management
California
$13.5M
AWM
16
AE Wealth Management
Kansas
$12.9M
MGIA
17
Moneta Group Investment Advisors
Missouri
$12.1M
ERFOTCOFW
18
Employees Retirement Fund of the City of Fort Worth
Texas
$12M
BFA
19
Beaumont Financial Advisors
Massachusetts
$10.9M
MML Investors Services
20
MML Investors Services
Massachusetts
$10.3M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.81M
Jones Financial Companies
22
Jones Financial Companies
Missouri
$8.93M
CRC
23
Curi RMB Capital
Illinois
$8.91M
IP
24
Integras Partners
Georgia
$8.48M
WP
25
WealthPLAN Partners
Nebraska
$8.41M