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VanEck IG Floating Rate ETF
FLTR

121 hedge funds and large institutions have $420M invested in VanEck IG Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $387M → $420M (+$33.4M)

7% more funds holding

Funds holding: 113 → 121 (+8)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0.26% less ownership

Funds ownership: 56.36% → 56.1% (-0.26%)

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
1.86%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
23
Increased
45
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$12M
2
FWP
FAS Wealth Partners
Kansas
+$5.79M
3
NSIM
North Star Investment Management
Illinois
+$4.61M
4
Jane Street
Jane Street
New York
+$4.46M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
AFP
Ausdal Financial Partners
Iowa
-$14.1M
2
EFL
ERn Financial LLC
Wisconsin
-$3.57M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.28M
4
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.75M
5
UBS Group
UBS Group
Switzerland
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Wambolt & Associates
Colorado
$1.55M +$18.2K +719 +1%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.46M +$1.05M +41,329 +250%
OC
53
Oppenheimer & Co
New York
$1.41M +$126K +4,957 +10%
LFAS
54
Level Four Advisory Services
Texas
$1.34M +$294K +11,605 +28%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.32M +$1.33M +52,404 New
FSG
56
Financial Strategies Group
Michigan
$1.31M -$24.8K -980 -2%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.27M -$117K -4,633 -8%
SF
58
Synovus Financial
Georgia
$1.05M +$1.05M +41,461 New
LWAC
59
Laurel Wealth Advisors (California)
California
$884K -$91K -3,592 -9%
AFC
60
AFT Forsyth & Company
Florida
$839K -$17.9K -706 -2%
MCC
61
Money Concepts Capital
Florida
$813K +$815K +32,170 New
WMA
62
Wealth Management Associates
New Jersey
$766K -$91.2K -3,600 -11%
SC
63
Seldon Capital
California
$758K +$760K +30,000 New
AAS
64
Ameritas Advisory Services
Nebraska
$716K +$718K +28,343 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$696K +$11.7K +463 +2%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$658K -$323K -12,746 -33%
SWP
67
Stratos Wealth Partners
Ohio
$654K +$231K +9,134 +55%
KFP
68
KMG Fiduciary Partners
Ohio
$630K -$75.3K -2,975 -11%
EDRH
69
Edmond de Rothschild Holding
Switzerland
$566K -$157K -6,200 -22%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$516K +$402K +15,864 +348%
NWM
71
Northwest Wealth Management
Iowa
$502K +$355 +14 +0.1%
PA
72
PFG Advisors
Arizona
$496K -$12.2K -482 -2%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$482K – – –
NFG
74
Next Financial Group
Texas
$480K +$205K +8,087 +74%
MWM
75
Minot Wealth Management
Massachusetts
$478K +$241K +9,500 +101%
1 2
3
4 5

FLTR Hedge Fund Activity: Q4 2021 in Review

121 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2021, worth a combined $420M — up 8.6% from $387M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLTR positions and 13 closed out — a net gain of 10 holders — while 45 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $14.1M sold.

  • 121 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $420M of VanEck IG Floating Rate ETF stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 23 funds opened new VanEck IG Floating Rate ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2021 was Wells Fargo, an estimated $12M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2021 was Ausdal Financial Partners, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2021.