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VanEck IG Floating Rate ETF
FLTR

161 hedge funds and large institutions have $4.61B invested in VanEck IG Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more capital invested

Capital invested by funds: $755M → $4.61B (+$3.85B)

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

9% more funds holding

Funds holding: 148 → 161 (+13)

3.52% more ownership

Funds ownership: 68.14% → 71.66% (+3.5%)

28% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 67

Holders
161
Holders Change
+13
Holders Change %
+8.78%
% of All Funds
2.59%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
31
Increased
48
Reduced
67
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$51.8M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$18.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$14.6M
4
KPWG
KFA Private Wealth Group
Virginia
+$3.42M
5
CWMU
Caliber Wealth Management (Utah)
Utah
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
-$32.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$21.5M
3
Bank of America
Bank of America
North Carolina
-$13.9M
4
Wells Fargo
Wells Fargo
California
-$12.3M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$9.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
26
Concord Asset Management (Virginia)
Virginia
$7.68M +$995K +40,080 +15%
FWP
27
FAS Wealth Partners
Kansas
$7.32M -$1.31M -52,866 -15%
WPIC
28
White Pine Investment Company
Michigan
$6.66M +$191K +7,680 +3%
TFF
29
The Family Firm
Maryland
$6.58M +$372K +14,997 +6%
Osaic Holdings
30
Osaic Holdings
Arizona
$6.4M -$21.5M -865,887 -77%
AWM
31
AE Wealth Management
Kansas
$6.3M +$2M +80,487 +47%
VIM
32
Vista Investment Management
Pennsylvania
$6.22M -$101K -4,064 -2%
AO
33
Advisor OS
Illinois
$6.13M +$2.81M +113,393 +85%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.06M +$264K +10,629 +6%
Deutsche Bank
35
Deutsche Bank
Germany
$4.57M -$78.5K -3,165 -2%
SC
36
Scotia Capital
Ontario, Canada
$4.32M +$189K +7,626 +5%
HCA
37
Heck Capital Advisors
Wisconsin
$4.27M -$22.2K -893 -0.5%
AC
38
Anson Capital
Georgia
$4.07M -$3.69M -148,520 -48%
AWS
39
Atria Wealth Solutions
New York
$4.06M +$500K +20,165 +14%
Stifel Financial
40
Stifel Financial
Missouri
$3.95M -$1.3M -52,316 -25%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.95M +$2.29M +92,207 +139%
KA
42
Kovack Advisors
Florida
$3.71M -$127K -5,098 -3%
PCM
43
Pointe Capital Management
Michigan
$3.47M +$30.2K +1,216 +0.9%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$3.45M -$1.43M -57,507 -29%
CWMU
45
Caliber Wealth Management (Utah)
Utah
$3.28M +$3.27M +131,635 New
KWM
46
Kingsview Wealth Management
Oregon
$3.07M +$402K +16,183 +15%
ATFA
47
All Terrain Financial Advisors
Minnesota
$2.58M -$678K -27,333 -21%
PAMS
48
Pictet Asset Management (Switzerland)
Switzerland
$2.56M -$186K -7,505 -7%
MML Investors Services
49
MML Investors Services
Massachusetts
$2.29M +$745K +30,005 +48%
AAS
50
Avantax Advisory Services
Texas
$2.22M -$11.7K -470 -0.5%
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FLTR Hedge Fund Activity: Q4 2022 in Review

161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2022, worth a combined $4.61B — up 510% from $755M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FLTR positions and 16 closed out — a net gain of 15 holders — while 48 added to existing stakes and 67 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $51.8M. The largest seller was Virtue Capital Management, cutting an estimated $32.3M.

  • 161 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $4.61B of VanEck IG Floating Rate ETF stock for Q4 2022, up 510% quarter-over-quarter.
  • 31 funds opened new VanEck IG Floating Rate ETF positions in Q4 2022 and 16 closed out, a net change of +15 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2022 was Jane Street, an estimated $51.8M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2022 was Virtue Capital Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q4 2022.