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VanEck IG Floating Rate ETF
FLTR

216 hedge funds and large institutions have $1.24B invested in VanEck IG Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

29% more capital invested

Capital invested by funds: $960M → $1.24B (+$276M)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

8% more funds holding

Funds holding: 200 → 216 (+16)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

2.48% more ownership

Funds ownership: 59.1% → 61.58% (+2.5%)

Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
2.85%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
44
Increased
81
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DFG
Demars Financial Group
Washington
+$132M
2
Creative Planning
Creative Planning
Kansas
+$26.5M
3
LPL Financial
LPL Financial
California
+$19.7M
4
Morgan Stanley
Morgan Stanley
New York
+$17.6M
5
OPAM
Ocean Park Asset Management
California
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
CAMV
Concord Asset Management (Virginia)
Virginia
-$18.1M
2
CWP
Concord Wealth Partners
Virginia
-$18.1M
3
AO
Advisor OS
Illinois
-$15.1M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$12.2M
5
IWS
Insight Wealth Strategies
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
226
Old Mission Capital
Illinois
– -$909K -35,671 Closed
SAI
227
Savvy Advisors Inc
New York
– -$426K -16,729 Closed
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
– -$401K -15,727 Closed
LWL
229
Leo Wealth LLC
Texas
– -$324K -12,719 Closed
Citadel Advisors
230
Citadel Advisors
Florida
– -$296K -11,630 Closed
TNA
231
True North Advisors
Texas
– -$293K -11,500 Closed
SWM
232
Silverlake Wealth Management
Vermont
– -$283K -11,114 Closed
HF
233
HRT Financial
New York
– -$250K -9,823 Closed
GFG
234
Goldstone Financial Group
Illinois
– -$202K -7,936 Closed
WTC
235
WhitTier Trust Company
Nevada
– -$178K -7,000 Closed
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
– -$43.3K -1,700 Closed
BWP
237
Baldwin Wealth Partners
Massachusetts
– -$17.8K -697 Closed
DWM
238
Darwin Wealth Management
Florida
– -$16.9K -662 Closed
PA
239
PSI Advisors
Florida
– -$16.3K -640 Closed
OSAM
240
O'Shaughnessy Asset Management
Connecticut
– -$5.29K -208 Closed
Citigroup
241
Citigroup
New York
– -$4.64K -182 Closed
FWA
242
FSC Wealth Advisors
New York
– -$90 -4 Closed
6 7 8 9
10

FLTR Hedge Fund Activity: Q4 2024 in Review

216 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2024, worth a combined $1.24B — up 29% from $960M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLTR positions and 25 closed out — a net gain of 19 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $132M. The largest seller was Concord Asset Management (Virginia), cutting an estimated $18.1M.

  • 216 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $1.24B of VanEck IG Floating Rate ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 44 funds opened new VanEck IG Floating Rate ETF positions in Q4 2024 and 25 closed out, a net change of +19 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2024 was Demars Financial Group, an estimated $132M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2024 was Concord Asset Management (Virginia), an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.