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VanEck IG Floating Rate ETF
FLTR

167 hedge funds and large institutions have $846M invested in VanEck IG Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 47

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

7% more capital invested

Capital invested by funds: $791M → $846M (+$55.2M)

4% more funds holding

Funds holding: 161 → 167 (+6)

0.95% less ownership

Funds ownership: 67.3% → 66.35% (-0.95%)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.43%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
29
Increased
70
Reduced
47
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$43.5M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$21.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$19.2M
4
Jane Street
Jane Street
New York
+$10.1M
5
Ameriprise
Ameriprise
Minnesota
+$7.88M

Top Sellers

Rank Fund Capital Flow
1
FM
Family Management
New York
-$20.2M
2
SMM
Stadion Money Management
Georgia
-$10.2M
3
RFM
Royal Fund Management
Florida
-$10M
4
NSIM
North Star Investment Management
Illinois
-$8.82M
5
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$8.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$7.4M +$41K +1,630 +0.6%
FWP
27
FAS Wealth Partners
Kansas
$7.38M +$80K +3,177 +1%
Osaic Holdings
28
Osaic Holdings
Arizona
$7.32M -$3.07M -121,800 -30%
TFF
29
The Family Firm
Maryland
$7.29M +$191K +7,597 +3%
AWM
30
AE Wealth Management
Kansas
$6.11M +$1.7M +67,413 +39%
CAS
31
Coppell Advisory Solutions
Texas
$6.04M +$6.04M +240,001 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.47M +$2.14M +84,883 +64%
MML Investors Services
33
MML Investors Services
Massachusetts
$5.25M +$1.98M +78,707 +61%
OPAM
34
Ocean Park Asset Management
California
$5.21M -$4.67M -185,400 -47%
WPIC
35
White Pine Investment Company
Michigan
$4.85M -$302K -11,990 -6%
WP
36
WealthPLAN Partners
Nebraska
$4.68M -$34K -1,351 -0.7%
VIM
37
Vista Investment Management
Pennsylvania
$4.58M +$937K +37,204 +26%
SC
38
Scotia Capital
Ontario, Canada
$4.34M -$356K -14,145 -8%
Stifel Financial
39
Stifel Financial
Missouri
$4.12M -$503K -19,978 -11%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$4.11M +$3.28M +130,440 +398%
AWA
41
Arete Wealth Advisors
Illinois
$4.03M +$3.29M +130,703 +445%
RJA
42
Raymond James & Associates
Florida
$4.01M +$234K +9,294 +6%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.95M +$3.73M +148,169 +1,652%
Deutsche Bank
44
Deutsche Bank
Germany
$3.85M -$34K -1,349 -0.9%
MAS
45
Madden Advisory Services
Florida
$3.62M +$302K +11,989 +9%
CFGS
46
Concourse Financial Group Securities
Alabama
$3.37M -$224K -8,882 -6%
GWM
47
Geneos Wealth Management
Colorado
$3.37M +$89.8K +3,566 +3%
KA
48
Kovack Advisors
Florida
$3.37M -$21.1K -838 -0.6%
PWM
49
Perigon Wealth Management
California
$3.32M +$2.62M +104,008 +373%
AC
50
AlphaCore Capital
California
$2.72M – – –
1
2
3 4 5

FLTR Hedge Fund Activity: Q4 2023 in Review

167 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2023, worth a combined $846M — up 7% from $791M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FLTR positions and 22 closed out — a net gain of 7 holders — while 70 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.5M. The largest seller was Family Management, exiting entirely with an estimated $20.2M sold.

  • 167 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2023, up from 161 in Q3 2023.
  • Funds reported $846M of VanEck IG Floating Rate ETF stock for Q4 2023, up 7% quarter-over-quarter.
  • 29 funds opened new VanEck IG Floating Rate ETF positions in Q4 2023 and 22 closed out, a net change of +7 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $43.5M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2023 was Family Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2023.