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VanEck IG Floating Rate ETF
FLTR

200 hedge funds and large institutions have $960M invested in VanEck IG Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

6% more funds holding

Funds holding: 189 → 200 (+11)

4% more capital invested

Capital invested by funds: $925M → $960M (+$34.7M)

7.47% less ownership

Funds ownership: 66.57% → 59.1% (-7.5%)

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
2.87%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
81
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$29.1M
2
RSWM
Robertson Stephens Wealth Management
California
+$14.3M
3
UBS Group
UBS Group
Switzerland
+$12M
4
PWPS
Pinnacle Wealth Planning Services
Ohio
+$8.45M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$7.75M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$149M
2
Morgan Stanley
Morgan Stanley
New York
-$14.1M
3
GFG
Goldstone Financial Group
Illinois
-$11.7M
4
Ameriprise
Ameriprise
Minnesota
-$9.22M
5
IWS
Insight Wealth Strategies
California
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$4.05M +$248K +9,779 +7%
ATFA
52
All Terrain Financial Advisors
Minnesota
$4.03M +$962K +37,874 +31%
GC
53
Guggenheim Capital
Illinois
$3.95M +$338K +13,299 +9%
CJ
54
Caitlin John
Michigan
$3.87M +$1.88M +73,806 +94%
MF
55
Montis Financial
Massachusetts
$3.66M +$1.39M +54,529 +61%
WI
56
WBI Investments
New Jersey
$3.42M +$3.42M +134,450 New
KA
57
Kovack Advisors
Florida
$3.36M – – –
CAS
58
Coppell Advisory Solutions
Texas
$2.94M -$463K -18,229 -14%
MAS
59
Madden Advisory Services
Florida
$2.92M -$412K -16,203 -12%
ACM
60
AlphaStar Capital Management
North Carolina
$2.85M +$238K +9,382 +9%
T
61
Tidemark
California
$2.78M +$68.6K +2,702 +3%
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$2.6M +$2.9K +114 +0.1%
Deutsche Bank
63
Deutsche Bank
Germany
$2.52M -$510K -20,069 -17%
EH
64
Equitable Holdings
New York
$2.19M +$206K +8,117 +10%
PWM
65
Perigon Wealth Management
California
$2.19M -$427K -16,800 -16%
NSIM
66
North Star Investment Management
Illinois
$2.11M -$399K -15,724 -16%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$2.06M +$1.55M +61,000 +307%
DWP
68
Destiny Wealth Partners
Florida
$2M +$690K +27,156 +53%
FIM
69
Freedom Investment Management
Connecticut
$1.97M -$51.1K -2,012 -3%
FC
70
Fusion Capital
South Carolina
$1.91M +$41.7K +1,643 +2%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$1.89M -$256K -10,095 -12%
RFN
72
Redwood Financial Network
Ohio
$1.78M +$910K +35,799 +105%
KAS
73
Kestra Advisory Services
Texas
$1.73M +$8.41K +331 +0.5%
STA
74
Smith Thornton Advisors
Alabama
$1.72M -$33.6K -1,324 -2%
OWA
75
Opal Wealth Advisors
New York
$1.68M -$42.2K -1,661 -2%
1 2
3
4 5

FLTR Hedge Fund Activity: Q3 2024 in Review

200 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q3 2024, worth a combined $960M — up 3.7% from $925M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FLTR positions and 16 closed out — a net gain of 13 holders — while 81 added to existing stakes and 63 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $29.1M. The largest seller was Strategic Financial Concepts, cutting an estimated $149M.

  • 200 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $960M of VanEck IG Floating Rate ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 29 funds opened new VanEck IG Floating Rate ETF positions in Q3 2024 and 16 closed out, a net change of +13 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q3 2024 was Corient Private Wealth, an estimated $29.1M added.
  • The largest VanEck IG Floating Rate ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2024.