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VanEck IG Floating Rate ETF
FLTR

121 hedge funds and large institutions have $420M invested in VanEck IG Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $387M → $420M (+$33.4M)

7% more funds holding

Funds holding: 113 → 121 (+8)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0.26% less ownership

Funds ownership: 56.36% → 56.1% (-0.26%)

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
1.86%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
23
Increased
45
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$12M
2
FWP
FAS Wealth Partners
Kansas
+$5.79M
3
NSIM
North Star Investment Management
Illinois
+$4.61M
4
Jane Street
Jane Street
New York
+$4.46M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
AFP
Ausdal Financial Partners
Iowa
-$14.1M
2
EFL
ERn Financial LLC
Wisconsin
-$3.57M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.28M
4
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.75M
5
UBS Group
UBS Group
Switzerland
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
26
Demars Financial Group
Washington
$4.12M +$208K +8,214 +5%
ATFA
27
All Terrain Financial Advisors
Minnesota
$4.09M +$249K +9,817 +6%
HCA
28
Heck Capital Advisors
Wisconsin
$4.03M -$1.64M -64,621 -29%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$3.93M -$86.7K -3,422 -2%
KA
30
Kovack Advisors
Florida
$3.9M +$141K +5,581 +4%
SC
31
Scotia Capital
Ontario, Canada
$3.87M -$86K -3,394 -2%
DHFB
32
Dixon Hubard Feinour & Brown
Virginia
$3.62M +$3.63M +143,329 New
Stifel Financial
33
Stifel Financial
Missouri
$3.33M +$178K +7,013 +6%
BAM
34
Byrne Asset Management
New Jersey
$2.88M +$2.89M +114,186 New
PCM
35
Pointe Capital Management
Michigan
$2.76M +$185K +7,309 +7%
AF
36
Allworth Financial
California
$2.73M +$2.74M +108,124 New
BRWA
37
B. Riley Wealth Advisors
Florida
$2.62M +$2.62M +103,641 New
JP Morgan Chase
38
JP Morgan Chase
New York
$2.59M – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.51M +$2.07M +81,820 +462%
SL
40
Systelligence LLC
Minnesota
$2.36M +$170K +6,693 +8%
GC
41
Guggenheim Capital
Illinois
$2.35M +$50.3K +1,986 +2%
AWA
42
Arete Wealth Advisors
Illinois
$2.33M -$182K -7,189 -7%
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$2.06M -$50.2K -1,981 -2%
WCM
44
Weik Capital Management
Pennsylvania
$2.04M +$2.05M +80,888 New
BCM
45
Brookstone Capital Management
Illinois
$1.86M +$117K +4,612 +7%
NRI
46
NFP Retirement Inc
California
$1.83M +$804K +31,753 +78%
Verition Fund Management
47
Verition Fund Management
Connecticut
$1.79M +$1.8M +70,936 New
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$1.69M – – –
RJA
49
Raymond James & Associates
Florida
$1.64M +$722K +28,491 +78%
VBFP
50
Valtinson Bruner Financial Planning
Minnesota
$1.6M -$221K -8,724 -12%
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FLTR Hedge Fund Activity: Q4 2021 in Review

121 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2021, worth a combined $420M — up 8.6% from $387M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLTR positions and 13 closed out — a net gain of 10 holders — while 45 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $14.1M sold.

  • 121 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $420M of VanEck IG Floating Rate ETF stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 23 funds opened new VanEck IG Floating Rate ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2021 was Wells Fargo, an estimated $12M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2021 was Ausdal Financial Partners, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2021.