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VanEck CLO ETF
CLOI

167 hedge funds and large institutions have $771M invested in VanEck CLO ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

5.51% less ownership

Funds ownership: 64.3% → 58.79% (-5.5%)

6% less funds holding

Funds holding: 177 → 167 (-10)

9% less capital invested

Capital invested by funds: $849M → $771M (-$77.5M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
2.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
25
Increased
70
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independence Asset Advisors
Pennsylvania
+$14.4M
2
DWP
Destiny Wealth Partners
Florida
+$14M
3
AZ
Alpha Zero
Florida
+$8.35M
4
TF
Tandem Financial
Colorado
+$6.85M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.81M

Top Sellers

1
SC
Syon Capital
California
-$35.3M
2
PI
PineBridge Investments
New York
-$29.6M
3
Goldman Sachs
Goldman Sachs
New York
-$14.3M
4
AWM
Axxcess Wealth Management
California
-$13.5M
5
AWM
AE Wealth Management
Kansas
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1
Independence Asset Advisors
Pennsylvania
$98.2M +$14.4M +273,532 +17%
LPL Financial
2
LPL Financial
California
$94.4M -$12.5M -237,246 -12%
CIA
3
Capital Investment Advisors
Georgia
$87.7M +$5.31M +100,650 +6%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$22.9M +$4.01M +76,065 +21%
BCI
5
Brinker Capital Investments
Pennsylvania
$22.6M -$9.45M -179,091 -29%
SWA
6
Sax Wealth Advisors
New Jersey
$19M -$125K -2,367 -0.7%
DMBA
7
Deseret Mutual Benefit Administrators
Utah
$17.8M +$3.13M +59,306 +21%
GI
8
Gradient Investments
Minnesota
$14.1M +$47.8K +905 +0.3%
DWP
9
Destiny Wealth Partners
Florida
$14M +$14M +264,711 New
DWM
10
Darwin Wealth Management
Florida
$13.7M +$1.9K +36 +0%
MGIA
11
Moneta Group Investment Advisors
Missouri
$13.3M +$1.15M +21,827 +9%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$13.2M +$4.31M +81,744 +48%
ERFOTCOFW
13
Employees Retirement Fund of the City of Fort Worth
Texas
$11.9M – – –
BFA
14
Beaumont Financial Advisors
Massachusetts
$11.8M +$928K +17,587 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.82M +34,440 +19%
WIM
16
WealthPlan Investment Management
Nebraska
$10.6M -$4.29M -81,368 -29%
GWM
17
Geneos Wealth Management
Colorado
$10.3M +$2.05M +38,797 +25%
MML Investors Services
18
MML Investors Services
Massachusetts
$9.8M -$438K -8,298 -4%
CRC
19
Curi RMB Capital
Illinois
$9.19M +$291K +5,509 +3%
IP
20
Integras Partners
Georgia
$8.86M +$406K +7,685 +5%
MWM
21
Maridea Wealth Management
New York
$8.55M +$178K +3,365 +2%
WP
22
WealthPLAN Partners
Nebraska
$8.52M +$130K +2,458 +2%
Morgan Stanley
23
Morgan Stanley
New York
$8.49M +$4.59M +87,028 +117%
AZ
24
Alpha Zero
Florida
$8.34M +$8.35M +158,268 New
OFS
25
OneAscent Financial Services
Alabama
$7.99M +$953K +18,051 +14%
1
2 3 4 5

CLOI Hedge Fund Activity: Q1 2026 in Review

167 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck CLO ETF (CLOI) for Q1 2026, worth a combined $771M — down 9.1% from $849M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CLOI and 25 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 70 added.

The largest buyer was Independence Asset Advisors, adding an estimated $14.4M. The largest seller was Syon Capital, exiting entirely with an estimated $35.3M sold.

  • 167 institutional investors held VanEck CLO ETF (CLOI) as of Q1 2026, down from 177 in Q4 2025.
  • Funds reported $771M of VanEck CLO ETF stock for Q1 2026, down 9.1% quarter-over-quarter.
  • 25 funds opened new VanEck CLO ETF positions in Q1 2026 and 30 closed out, a net change of -5 holders.
  • The largest VanEck CLO ETF buyer in Q1 2026 was Independence Asset Advisors, an estimated $14.4M added.
  • The largest VanEck CLO ETF seller in Q1 2026 was Syon Capital, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2026.