We are live on ! Find out more
FLTR icon

VanEck IG Floating Rate ETF

176 hedge funds and large institutions have $803M invested in VanEck IG Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more funds holding

Funds holding: 167176 (+9)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

5% less capital invested

Capital invested by funds: $846M → $803M (-$42.4M)

8.86% less ownership

Funds ownership: 66.35%57.49% (-8.9%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.54%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
28
Increased
68
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$2.37M +$190K +7,513 +9%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$2.15M +$33.8K +1,333 +2%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.1M -$2.05M -80,941 -50%
MOS
54
MGO One Seven
Ohio
$2.08M +$477K +18,800 +30%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.96M +$147K +5,805 +8%
LFAS
56
Level Four Advisory Services
Texas
$1.92M +$12.3K +486 +0.6%
FC
57
Fusion Capital
South Carolina
$1.91M +$36.3K +1,431 +2%
T
58
Tidemark
California
$1.88M +$1.63M +64,342 +692%
AC
59
Anson Capital
Georgia
$1.85M +$571K +22,532 +45%
MF
60
Montis Financial
Massachusetts
$1.83M +$179K +7,044 +11%
EH
61
Equitable Holdings
New York
$1.8M -$5.67M -223,753 -76%
OWA
62
Opal Wealth Advisors
New York
$1.79M +$363K +14,334 +26%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$1.55M +$570K +22,497 +59%
KBFS
64
Kohmann Bosshard Financial Services
Ohio
$1.46M -$69.6K -2,744 -5%
RWM
65
Revisor Wealth Management
Ohio
$1.3M +$1.3M +51,385 New
DAS
66
Dynamic Advisor Solutions
Arizona
$1.26M +$198K +7,792 +19%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$217K +8,563 +22%
FTUS
68
Flow Traders U.S.
New York
$1.18M +$1.17M +46,236 New
BRWA
69
B. Riley Wealth Advisors
Florida
$1.16M +$16.5K +649 +1%
IA
70
IFG Advisory
Georgia
$1.1M +$91.6K +3,614 +9%
FIM
71
Freedom Investment Management
Connecticut
$1.09M -$29.5K -1,162 -3%
LTI
72
Laffer Tengler Investments
Tennessee
$1.08M -$696K -27,459 -39%
KeyBank National Association
73
KeyBank National Association
Ohio
$1.07M +$1.06M +41,965 New
PCM
74
Pointe Capital Management
Michigan
$1.04M -$14.7K -578 -1%
TC
75
TownSquare Capital
Utah
$1.02M -$26.6K -1,048 -3%

FLTR Hedge Fund Activity: Q1 2024 in Review

176 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2024, worth a combined $803M — down 5% from $846M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FLTR positions and 18 closed out — a net gain of 10 holders — while 68 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $37M.

  • 176 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $803M of VanEck IG Floating Rate ETF stock for Q1 2024, down 5% quarter-over-quarter.
  • 28 funds opened new VanEck IG Floating Rate ETF positions in Q1 2024 and 18 closed out, a net change of +10 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2024 was LPL Financial, an estimated $11.3M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2024 was Morgan Stanley, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2024.