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VanEck CLO ETF

177 hedge funds and large institutions have $849M invested in VanEck CLO ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

102% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 42

11% more funds holding

Funds holding: 159177 (+18)

9% more capital invested

Capital invested by funds: $780M → $849M (+$68.6M)

0.4% more ownership

Funds ownership: 63.91%64.3% (+0.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
2.15%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
41
Increased
85
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$107M +$22.2M +419,749 +26%
IAA
2
Independence Asset Advisors
Pennsylvania
$84M +$910K +17,203 +1%
CIA
3
Capital Investment Advisors
Georgia
$82.6M +$6.86M +129,592 +9%
SC
4
Syon Capital
California
$35.3M -$33.6K -635 -0.1%
BCI
5
Brinker Capital Investments
Pennsylvania
$32.1M -$861K -16,269 -3%
PI
6
PineBridge Investments
New York
$31.5M +$24.3M +458,928 +332%
SWA
7
Sax Wealth Advisors
New Jersey
$19.1M +$5.1M +96,310 +36%
TPWA
8
TRUE Private Wealth Advisors
Oregon
$18.9M +$1.12M +21,230 +6%
HighTower Advisors
9
HighTower Advisors
Illinois
$17M +$355K +6,703 +2%
WIM
10
WealthPlan Investment Management
Nebraska
$14.9M -$2.2M -41,589 -13%
DMBA
11
Deseret Mutual Benefit Administrators
Utah
$14.7M -$724K -13,691 -5%
Goldman Sachs
12
Goldman Sachs
New York
$14.3M +$5.62M +106,212 +65%
GI
13
Gradient Investments
Minnesota
$14.1M +$106K +2,009 +0.8%
DWM
14
Darwin Wealth Management
Florida
$13.7M +$296K +5,595 +2%
AWM
15
Axxcess Wealth Management
California
$13.5M +$13.5M +255,648 New
AWM
16
AE Wealth Management
Kansas
$12.9M +$917K +17,325 +8%
MGIA
17
Moneta Group Investment Advisors
Missouri
$12.1M +$561K +10,598 +5%
ERFOTCOFW
18
Employees Retirement Fund of the City of Fort Worth
Texas
$12M +$12M +226,600 New
BFA
19
Beaumont Financial Advisors
Massachusetts
$10.9M -$102K -1,931 -0.9%
MML Investors Services
20
MML Investors Services
Massachusetts
$10.3M +$56.7K +1,072 +0.6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.81M +$990K +18,706 +11%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$8.93M +$4.43M +83,738 +98%
CRC
23
Curi RMB Capital
Illinois
$8.91M +$389K +7,353 +5%
IP
24
Integras Partners
Georgia
$8.48M +$286K +5,397 +3%
WP
25
WealthPLAN Partners
Nebraska
$8.41M -$184K -3,483 -2%