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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

155 hedge funds and large institutions have $874M invested in VanEck IG Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.48%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
18
Increased
58
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.1M
2
Jane Street
2
Jane Street
New York
$88.7M
3
B
3
Bensler
Washington
$11.6M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$31.5M
5
AO
5
Advisor OS
Illinois
$13.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$71.4M
2
WP
2
WealthPLAN Partners
Nebraska
$5.01M
3
HCA
3
Heck Capital Advisors
Wisconsin
$324K
4
CWMU
4
Caliber Wealth Management (Utah)
Utah
$0
5
EWA
5
EP Wealth Advisors
California
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$8.41M -$28.8K -1,154 -0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$8.35M +$3.27M +130,921 +64%
MFS
28
Madrona Financial Services
Washington
$8.03M -$582K -23,304 -7%
FWP
29
FAS Wealth Partners
Kansas
$6.91M -$439K -17,584 -6%
TFF
30
The Family Firm
Maryland
$6.84M +$235K +9,397 +4%
WPIC
31
White Pine Investment Company
Michigan
$6.28M -$403K -16,135 -6%
AWM
32
AE Wealth Management
Kansas
$5.7M -$623K -24,960 -10%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$5.69M +$5.19M +207,589 +1,031%
Osaic Holdings
34
Osaic Holdings
Arizona
$5.36M -$1.07M -42,726 -17%
WP
35
WealthPLAN Partners
Nebraska
$5.01M -$8.33M -333,587 -62%
Stifel Financial
36
Stifel Financial
Missouri
$4.97M +$1.01M +40,270 +25%
VIM
37
Vista Investment Management
Pennsylvania
$4.53M -$1.72M -68,684 -27%
Deutsche Bank
38
Deutsche Bank
Germany
$4.48M -$103K -4,133 -2%
AWA
39
Arete Wealth Advisors
Illinois
$4.32M +$437K +17,503 +11%
SC
40
Scotia Capital
Ontario, Canada
$4.22M -$116K -4,631 -3%
AWS
41
Atria Wealth Solutions
New York
$3.95M -$116K -4,644 -3%
KA
42
Kovack Advisors
Florida
$3.44M -$279K -11,163 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.4M -$562K -22,496 -14%
PCM
44
Pointe Capital Management
Michigan
$3.3M -$185K -7,414 -5%
ATFA
45
All Terrain Financial Advisors
Minnesota
$3.05M +$468K +18,759 +18%
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$2.89M -$578K -23,130 -17%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.55M +$252K +10,095 +11%
LTI
48
Laffer Tengler Investments
Tennessee
$2.46M +$997K +39,939 +68%
FC
49
Fusion Capital
South Carolina
$2.36M +$1.06M +42,612 +82%
GC
50
Guggenheim Capital
Illinois
$2.23M +$152K +6,088 +7%
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