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VanEck IG Floating Rate ETF

220 hedge funds and large institutions have $1.3B invested in VanEck IG Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.95%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
19
Increased
87
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
76
Howard Wealth Management
Connecticut
$1.93M +$300K +11,750 +18%
IAS
77
Insigneo Advisory Services
Florida
$1.81M +$72.7K +2,850 +4%
FHC
78
First Heartland Consultants
Missouri
$1.74M +$970K +38,029 +125%
MWM
79
Modern Wealth Management
Kansas
$1.7M -$12.8M -502,422 -88%
CAS
80
Coppell Advisory Solutions
Texas
$1.67M -$1.07K -42 -0.1%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$1.64M +$681K +26,693 +71%
SF
82
Synovus Financial
Georgia
$1.62M +$840K +32,947 +107%
NSIM
83
North Star Investment Management
Illinois
$1.61M -$39.8K -1,560 -2%
BTI
84
Blue Trust Inc
Georgia
$1.58M +$921K +36,100 +140%
OWA
85
Opal Wealth Advisors
New York
$1.52M -$125K -4,911 -8%
MTC
86
Matrix Trust Company
Colorado
$1.51M -$141K -5,531 -9%
DAS
87
Dynamic Advisor Solutions
Arizona
$1.47M +$36.3K +1,425 +3%
AO
88
Advisor OS
Illinois
$1.4M +$203K +7,943 +17%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$792K +31,068 +146%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$1.33M +$462K +18,103 +53%
OC
91
Oppenheimer & Co
New York
$1.29M +$19.7K +773 +2%
OAS
92
Optivise Advisory Services
Tennessee
$1.27M +$42.8K +1,680 +3%
AWM
93
AE Wealth Management
Kansas
$1.24M -$410K -16,065 -25%
FFWA
94
FRG Family Wealth Advisors
Washington
$1.23M +$645K +25,300 +111%
LSWP
95
Liberty Square Wealth Partners
Pennsylvania
$1.19M -$24.3K -954 -2%
CWP
96
Concord Wealth Partners
Virginia
$1.18M -$141K -5,528 -11%
CAMV
97
Concord Asset Management (Virginia)
Virginia
$1.18M +$737K +28,892 +166%
PWM
98
Perigon Wealth Management
California
$1.14M -$109K -4,284 -9%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$1.1M +$1.1M +43,211 New
KeyBank National Association
100
KeyBank National Association
Ohio
$1.09M