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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
GC
51
Guggenheim Capital
Illinois
$2.71M +$37.1K +1,472 +1%
ATFA
52
All Terrain Financial Advisors
Minnesota
$2.66M -$164K -6,533 -6%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$2.57M +$43.5K +1,727 +2%
NSIM
54
North Star Investment Management
Illinois
$2.15M -$8.82M -350,436 -80%
ACM
55
AlphaStar Capital Management
North Carolina
$2.11M +$184K +7,309 +10%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$694K +27,581 +50%
LFAS
57
Level Four Advisory Services
Texas
$1.91M +$30K +1,192 +2%
Pictet Asset Management
58
Pictet Asset Management
Switzerland
$1.88M -$156K -6,185 -8%
FC
59
Fusion Capital
South Carolina
$1.85M -$117K -4,650 -6%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.79M +$162K +6,436 +10%
LTI
61
Laffer Tengler Investments
Tennessee
$1.75M -$70.4K -2,795 -4%
MF
62
Montis Financial
Massachusetts
$1.63M +$1.63M +64,756 New
MOS
63
MGO One Seven
Ohio
$1.58M +$1M +39,817 +175%
KBFS
64
Kohmann Bosshard Financial Services
Ohio
$1.51M -$4.53K -180 -0.3%
TSS
65
Two Sigma Securities
New York
$1.48M +$1.48M +58,653 New
FFN
66
Focus Financial Network
Minnesota
$1.44M +$1.44M +57,186 New
OWA
67
Opal Wealth Advisors
New York
$1.41M +$121K +4,810 +9%
KAS
68
Kestra Advisory Services
Texas
$1.29M +$660K +26,194 +104%
AC
69
Anson Capital
Georgia
$1.26M -$55.2K -2,193 -4%
OMC
70
Old Mission Capital
Illinois
$1.25M +$1.25M +49,677 New
BRWA
71
B. Riley Wealth Advisors
Florida
$1.13M -$16.3K -649 -1%
FIM
72
Freedom Investment Management
Connecticut
$1.11M -$193K -7,661 -15%
DAS
73
Dynamic Advisor Solutions
Arizona
$1.05M +$240K +9,521 +30%
PCM
74
Pointe Capital Management
Michigan
$1.04M -$16.6K -660 -2%
TC
75
TownSquare Capital
Utah
$1.03M -$14.7K -584 -1%
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3
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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.