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VanEck IG Floating Rate ETF
FLTR

216 hedge funds and large institutions have $1.24B invested in VanEck IG Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

29% more capital invested

Capital invested by funds: $960M → $1.24B (+$276M)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

8% more funds holding

Funds holding: 200 → 216 (+16)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

2.48% more ownership

Funds ownership: 59.1% → 61.58% (+2.5%)

Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
2.85%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
44
Increased
81
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DFG
Demars Financial Group
Washington
+$132M
2
Creative Planning
Creative Planning
Kansas
+$26.5M
3
LPL Financial
LPL Financial
California
+$19.7M
4
Morgan Stanley
Morgan Stanley
New York
+$17.6M
5
OPAM
Ocean Park Asset Management
California
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
CAMV
Concord Asset Management (Virginia)
Virginia
-$18.1M
2
CWP
Concord Wealth Partners
Virginia
-$18.1M
3
AO
Advisor OS
Illinois
-$15.1M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$12.2M
5
IWS
Insight Wealth Strategies
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
51
Montis Financial
Massachusetts
$3.59M -$71.2K -2,797 -2%
KA
52
Kovack Advisors
Florida
$3.37M +$19.9K +780 +0.6%
RFN
53
Redwood Financial Network
Ohio
$3.21M +$1.43M +56,000 +80%
BFWM
54
Bright Futures Wealth Management
New York
$3.11M +$3.1M +121,648 New
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.06M -$1.14M -44,866 -27%
MAS
56
Madden Advisory Services
Florida
$2.9M -$11.3K -442 -0.4%
CAS
57
Coppell Advisory Solutions
Texas
$2.75M -$190K -7,467 -6%
T
58
Tidemark
California
$2.74M -$35.8K -1,407 -1%
CSP
59
Cary Street Partners
Virginia
$2.6M +$2.6M +102,017 New
ACM
60
Avalon Capital Management
California
$2.52M +$2.52M +98,861 New
CWP
61
Concord Wealth Partners
Virginia
$2.45M -$18.1M -711,680 -88%
GM
62
GeoWealth Management
Illinois
$2.38M +$2.38M +93,429 +406,213%
EH
63
Equitable Holdings
New York
$2.3M +$114K +4,462 +5%
MAM
64
Milestone Asset Management
Pennsylvania
$2.23M +$2.23M +87,510 New
Deutsche Bank
65
Deutsche Bank
Germany
$2.19M -$334K -13,140 -13%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$2.17M +$1.25M +49,062 +135%
RIA
67
Regal Investment Advisors
Michigan
$2.15M +$2.15M +84,363 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.09M +$2.09M +82,000 New
DWP
69
Destiny Wealth Partners
Florida
$2.03M +$33.4K +1,311 +2%
KAS
70
Kestra Advisory Services
Texas
$1.98M +$251K +9,876 +15%
WANY
71
Wealthspire Advisors (New York)
New York
$1.97M +$1.98M +77,600 New
WI
72
WBI Investments
New Jersey
$1.97M -$1.45M -56,908 -42%
FIM
73
Freedom Investment Management
Connecticut
$1.96M -$13.5K -532 -0.7%
AAS
74
Avantax Advisory Services
Texas
$1.96M +$346K +13,584 +21%
JP Morgan Chase
75
JP Morgan Chase
New York
$1.89M +$1.32M +51,970 +235%
1 2
3
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FLTR Hedge Fund Activity: Q4 2024 in Review

216 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2024, worth a combined $1.24B — up 29% from $960M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLTR positions and 25 closed out — a net gain of 19 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $132M. The largest seller was Concord Asset Management (Virginia), cutting an estimated $18.1M.

  • 216 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $1.24B of VanEck IG Floating Rate ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 44 funds opened new VanEck IG Floating Rate ETF positions in Q4 2024 and 25 closed out, a net change of +19 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2024 was Demars Financial Group, an estimated $132M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2024 was Concord Asset Management (Virginia), an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.