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VanEck IG Floating Rate ETF
FLTR

150 hedge funds and large institutions have $649M invested in VanEck IG Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

111% more funds holding in top 10

Funds holding in top 10: 9 → 19 (+10)

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

55% more capital invested

Capital invested by funds: $420M → $649M (+$229M)

24% more funds holding

Funds holding: 121 → 150 (+29)

5.33% more ownership

Funds ownership: 56.1% → 61.44% (+5.3%)

Holders
150
Holders Change
+29
Holders Change %
+23.97%
% of All Funds
2.37%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.3%
New
42
Increased
60
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.9M
2
CA
Capital Advantage
California
+$23.7M
3
RIG
Ramiah Investment Group
Wisconsin
+$19.8M
4
Bank of America
Bank of America
North Carolina
+$19.6M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
EFL
ERn Financial LLC
Wisconsin
-$6.59M
2
MAP
Milestone Advisory Partners
North Carolina
-$6.26M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$4.1M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$1.79M
5
Jane Street
Jane Street
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
26
KFA Private Wealth Group
Virginia
$7.91M +$7.95M +315,019 New
DFG
27
Demars Financial Group
Washington
$6.73M +$2.65M +105,151 +65%
VIM
28
Vista Investment Management
Pennsylvania
$6.61M +$899K +35,655 +16%
TFF
29
The Family Firm
Maryland
$6.28M +$21.7K +860 +0.3%
WPIC
30
White Pine Investment Company
Michigan
$6.28M +$202K +8,023 +3%
CAMV
31
Concord Asset Management (Virginia)
Virginia
$6.25M +$6.28M +248,910 New
Goldman Sachs
32
Goldman Sachs
New York
$5.14M +$5.16M +204,627 New
Stifel Financial
33
Stifel Financial
Missouri
$4.94M +$1.64M +65,137 +50%
CP
34
Coho Partners
Pennsylvania
$4.77M +$4.79M +190,034 New
DHFB
35
Dixon Hubard Feinour & Brown
Virginia
$4.71M +$1.11M +44,176 +31%
CI
36
Ceera Investments
Texas
$4.64M -$518K -20,555 -10%
CFIA
37
Cantor Fitzgerald Investment Advisors
New York
$4.09M -$4.1M -162,454 -50%
HCA
38
Heck Capital Advisors
Wisconsin
$4.03M +$30.1K +1,192 +0.7%
SC
39
Scotia Capital
Ontario, Canada
$4.03M +$189K +7,500 +5%
PP
40
Prudential plc
United Kingdom
$4.02M +$4.04M +160,000 New
ATFA
41
All Terrain Financial Advisors
Minnesota
$4M -$69.4K -2,752 -2%
EDRIA
42
Edmonds Duncan Registered Investment Advisors
Kansas
$3.9M – – –
KA
43
Kovack Advisors
Florida
$3.82M -$56.4K -2,236 -1%
AWS
44
Atria Wealth Solutions
New York
$3.67M +$3.69M +146,253 New
BAM
45
Byrne Asset Management
New Jersey
$3.52M +$662K +26,232 +23%
MIM
46
Morningstar Investment Management
Illinois
$3.35M +$3.37M +133,421 New
SL
47
Systelligence LLC
Minnesota
$3.1M +$763K +30,263 +32%
PCM
48
Pointe Capital Management
Michigan
$3.01M +$271K +10,756 +10%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.87M +$1.43M +56,631 +98%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$2.81M +$2.82M +111,955 New
1
2
3 4 5

FLTR Hedge Fund Activity: Q1 2022 in Review

150 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2022, worth a combined $649M — up 55% from $420M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FLTR positions and 10 closed out — a net gain of 32 holders — while 60 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was ERn Financial LLC, cutting an estimated $6.59M.

  • 150 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2022, up from 121 in Q4 2021.
  • Funds reported $649M of VanEck IG Floating Rate ETF stock for Q1 2022, up 55% quarter-over-quarter.
  • 42 funds opened new VanEck IG Floating Rate ETF positions in Q1 2022 and 10 closed out, a net change of +32 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $32.9M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2022 was ERn Financial LLC, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2022.