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VanEck IG Floating Rate ETF
FLTR

146 hedge funds and large institutions have $751M invested in VanEck IG Floating Rate ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $649M → $751M (+$102M)

8.86% more ownership

Funds ownership: 61.44% → 70.3% (+8.9%)

3% less funds holding

Funds holding: 150 → 146 (-4)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.29%
New
21
Increased
65
Reduced
42
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
+$90.9M
2
Wells Fargo
Wells Fargo
California
+$48.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$21.8M
4
PWPS
Pinnacle Wealth Planning Services
Ohio
+$16.6M
5
FZCM
Flynn Zito Capital Management
New York
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
GF
Goodman Financial
Texas
-$27.3M
2
RIG
Ramiah Investment Group
Wisconsin
-$17.3M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$17.2M
4
Morgan Stanley
Morgan Stanley
New York
-$12M
5
AFP
Ausdal Financial Partners
Iowa
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Weik Capital Management
Pennsylvania
$2.46M +$96K +3,843 +4%
RIG
52
Ramiah Investment Group
Wisconsin
$2.26M -$17.3M -693,184 -88%
MAS
53
Madden Advisory Services
Florida
$2.2M +$1.98M +79,196 +797%
WA
54
Wambolt & Associates
Colorado
$2.11M +$94.7K +3,794 +5%
NRI
55
NFP Retirement Inc
California
$1.93M +$210K +8,394 +12%
GC
56
Guggenheim Capital
Illinois
$1.89M -$127K -5,101 -6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.88M +$1.9M +76,273 New
BRWA
58
B. Riley Wealth Advisors
Florida
$1.85M +$4.99K +200 +0.3%
VBFP
59
Valtinson Bruner Financial Planning
Minnesota
$1.84M +$125K +5,016 +7%
AAS
60
Avantax Advisory Services
Texas
$1.77M +$1.43M +57,457 +401%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$1.65M -$6.67M -266,986 -80%
FIM
62
Freedom Investment Management
Connecticut
$1.61M +$1.63M +65,163 New
MML Investors Services
63
MML Investors Services
Massachusetts
$1.54M +$23.7K +948 +2%
KBFS
64
Kohmann Bosshard Financial Services
Ohio
$1.54M -$83.1K -3,330 -5%
MAP
65
Milestone Advisory Partners
North Carolina
$1.47M -$289K -11,555 -16%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.45M -$1.15M -46,129 -44%
LFAS
67
Level Four Advisory Services
Texas
$1.29M -$16.8K -673 -1%
MWM
68
Minot Wealth Management
Massachusetts
$1.28M +$536K +21,453 +71%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$1.27M -$441K -17,647 -26%
VWM
70
Valley Wealth Managers
New Jersey
$1.19M +$1.21M +48,389 New
WWM
71
Western Wealth Management
Colorado
$1.19M +$201K +8,069 +20%
MCC
72
Money Concepts Capital
Florida
$1.11M -$93K -3,726 -8%
CRI
73
Colonial River Investments
Virginia
$1.11M +$1.12M +44,809 New
HC
74
Hamilton Capital
Ohio
$1.02M +$1.04M +41,507 New
SF
75
Synovus Financial
Georgia
$1.01M -$6.09K -244 -0.6%
1 2
3
4 5

FLTR Hedge Fund Activity: Q2 2022 in Review

146 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q2 2022, worth a combined $751M — up 16% from $649M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FLTR and 21 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 65 added.

The largest buyer was Virtue Capital Management, opening a new position worth an estimated $90.9M. The largest seller was Goodman Financial, exiting entirely with an estimated $27.3M sold.

  • 146 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q2 2022, down from 150 in Q1 2022.
  • Funds reported $751M of VanEck IG Floating Rate ETF stock for Q2 2022, up 16% quarter-over-quarter.
  • 21 funds opened new VanEck IG Floating Rate ETF positions in Q2 2022 and 24 closed out, a net change of -3 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q2 2022 was Virtue Capital Management, an estimated $90.9M added.
  • The largest VanEck IG Floating Rate ETF seller in Q2 2022 was Goodman Financial, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2022.