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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

215 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, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
2.86%
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
65
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
1
Demars Financial Group
Washington
$213M
2
Creative Planning
2
Creative Planning
Kansas
$26.5M
3
LPL Financial
3
LPL Financial
California
$78.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.1M
5
OPAM
5
Ocean Park Asset Management
California
$14.9M

Top Sellers

1
CAMV
1
Concord Asset Management (Virginia)
Virginia
$660K
2
CWP
2
Concord Wealth Partners
Virginia
$2.45M
3
AO
3
Advisor OS
Illinois
$856K
4
IWS
4
Insight Wealth Strategies
California
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$4.89M -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 -$2.28M -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
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