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VanEck IG Floating Rate ETF
FLTR

216 hedge funds and large institutions have $1.24B invested in VanEck IG Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

29% more capital invested

Capital invested by funds: $960M → $1.24B (+$276M)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

8% more funds holding

Funds holding: 200 → 216 (+16)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

2.48% more ownership

Funds ownership: 59.1% → 61.58% (+2.5%)

Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
2.85%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
44
Increased
81
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DFG
Demars Financial Group
Washington
+$132M
2
Creative Planning
Creative Planning
Kansas
+$26.5M
3
LPL Financial
LPL Financial
California
+$19.7M
4
Morgan Stanley
Morgan Stanley
New York
+$17.6M
5
OPAM
Ocean Park Asset Management
California
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
CAMV
Concord Asset Management (Virginia)
Virginia
-$18.1M
2
CWP
Concord Wealth Partners
Virginia
-$18.1M
3
AO
Advisor OS
Illinois
-$15.1M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$12.2M
5
IWS
Insight Wealth Strategies
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
26
Systelligence LLC
Minnesota
$11.5M -$2.27M -89,342 -17%
MML Investors Services
27
MML Investors Services
Massachusetts
$11.1M +$2.7M +105,959 +32%
WP
28
WealthShield Partners
North Carolina
$9.65M +$8.19M +321,649 +559%
WPIC
29
White Pine Investment Company
Michigan
$8.83M +$3.38M +132,680 +62%
WIM
30
WealthPlan Investment Management
Nebraska
$8.56M -$190K -7,462 -2%
FWP
31
FAS Wealth Partners
Kansas
$8.24M +$781K +30,668 +10%
CFGS
32
Concourse Financial Group Securities
Alabama
$8.15M +$3.71M +145,622 +84%
TFF
33
The Family Firm
Maryland
$8.13M -$6.36M -250,016 -38%
AC
34
Anson Capital
Georgia
$7.89M +$690K +27,095 +10%
T
35
Transce3nd
Texas
$7.52M +$7.52M +295,271 New
Stifel Financial
36
Stifel Financial
Missouri
$7.26M +$1.46M +57,322 +25%
PCM
37
Parsons Capital Management
Rhode Island
$6.47M +$6.47M +254,121 New
HNW
38
High Note Wealth
Minnesota
$6.34M -$2.29M -89,781 -26%
VIM
39
Vista Investment Management
Pennsylvania
$5.64M +$389K +15,294 +7%
CJ
40
Caitlin John
Michigan
$5.38M +$1.52M +59,552 +39%
KPWG
41
KFA Private Wealth Group
Virginia
$4.82M +$82.4K +3,238 +2%
LFAS
42
Level Four Advisory Services
Texas
$4.72M -$24.3K -955 -0.5%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$4.61M +$504K +19,795 +12%
CPC
44
Consolidated Planning Corp
Georgia
$4.53M +$4.53M +178,123 New
WP
45
WealthPLAN Partners
Nebraska
$4.53M +$181K +7,106 +4%
GC
46
Guggenheim Capital
Illinois
$4.37M +$424K +16,675 +11%
GWM
47
Geneos Wealth Management
Colorado
$4.32M +$279K +10,951 +7%
ATFA
48
All Terrain Financial Advisors
Minnesota
$4.09M +$67.1K +2,636 +2%
ACM
49
AlphaStar Capital Management
North Carolina
$4.01M +$1.16M +45,617 +41%
SA
50
Sovran Advisors
California
$3.77M +$3.77M +147,928 New
1
2
3 4 5

FLTR Hedge Fund Activity: Q4 2024 in Review

216 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2024, worth a combined $1.24B — up 29% from $960M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLTR positions and 25 closed out — a net gain of 19 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $132M. The largest seller was Concord Asset Management (Virginia), cutting an estimated $18.1M.

  • 216 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $1.24B of VanEck IG Floating Rate ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 44 funds opened new VanEck IG Floating Rate ETF positions in Q4 2024 and 25 closed out, a net change of +19 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2024 was Demars Financial Group, an estimated $132M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2024 was Concord Asset Management (Virginia), an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.