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VanEck IG Floating Rate ETF
FLTR

189 hedge funds and large institutions have $925M invested in VanEck IG Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 41

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $803M → $925M (+$122M)

9.08% more ownership

Funds ownership: 57.49% → 66.57% (+9.1%)

7% more funds holding

Funds holding: 176 → 189 (+13)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

Holders
189
Holders Change
+13
Holders Change %
+7.39%
% of All Funds
2.73%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
33
Increased
92
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$158M
2
Renaissance Technologies
Renaissance Technologies
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.6M
5
AWA
Arete Wealth Advisors
Illinois
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
KPWG
KFA Private Wealth Group
Virginia
-$19.3M
2
CA
Capital Advantage
California
-$16.1M
3
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$12.9M
4
ACM
Avalon Capital Management
California
-$9.27M
5
GM
GeoWealth Management
Illinois
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
51
Kovack Advisors
Florida
$3.36M – – –
MAS
52
Madden Advisory Services
Florida
$3.33M +$15.8K +620 +0.5%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$3.28M +$1.72M +67,574 +111%
ATFA
54
All Terrain Financial Advisors
Minnesota
$3.07M +$457K +17,964 +18%
Deutsche Bank
55
Deutsche Bank
Germany
$3.04M -$493K -19,373 -14%
WP
56
WealthShield Partners
North Carolina
$2.76M +$2.62M +103,141 +2,105%
T
57
Tidemark
California
$2.71M +$833K +32,747 +44%
PWM
58
Perigon Wealth Management
California
$2.62M -$715K -28,116 -21%
ACM
59
AlphaStar Capital Management
North Carolina
$2.62M +$199K +7,841 +8%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$2.6M -$20K -787 -0.8%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$2.57M +$421K +16,530 +20%
NSIM
62
North Star Investment Management
Illinois
$2.51M +$137K +5,372 +6%
MOS
63
MGO One Seven
Ohio
$2.38M +$299K +11,753 +14%
MF
64
Montis Financial
Massachusetts
$2.28M +$443K +17,397 +24%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$2.15M +$46.1K +1,812 +2%
FIM
66
Freedom Investment Management
Connecticut
$2.03M +$934K +36,706 +86%
CJ
67
Caitlin John
Michigan
$1.99M +$1.65M +64,719 +481%
EH
68
Equitable Holdings
New York
$1.99M +$189K +7,419 +11%
FC
69
Fusion Capital
South Carolina
$1.87M -$41.4K -1,627 -2%
STA
70
Smith Thornton Advisors
Alabama
$1.75M +$1.75M +68,687 New
KAS
71
Kestra Advisory Services
Texas
$1.73M +$744K +29,245 +76%
OWA
72
Opal Wealth Advisors
New York
$1.72M -$73.3K -2,880 -4%
LTI
73
Laffer Tengler Investments
Tennessee
$1.62M +$537K +21,091 +50%
DAS
74
Dynamic Advisor Solutions
Arizona
$1.34M +$80.2K +3,152 +6%
KBFS
75
Kohmann Bosshard Financial Services
Ohio
$1.34M -$119K -4,660 -8%
1 2
3
4 5

FLTR Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q2 2024, worth a combined $925M — up 15% from $803M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FLTR positions and 17 closed out — a net gain of 16 holders — while 92 added to existing stakes and 41 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $158M. The largest seller was KFA Private Wealth Group, cutting an estimated $19.3M.

  • 189 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q2 2024, up from 176 in Q1 2024.
  • Funds reported $925M of VanEck IG Floating Rate ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 33 funds opened new VanEck IG Floating Rate ETF positions in Q2 2024 and 17 closed out, a net change of +16 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $158M added.
  • The largest VanEck IG Floating Rate ETF seller in Q2 2024 was KFA Private Wealth Group, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2024.