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VanEck IG Floating Rate ETF
FLTR

121 hedge funds and large institutions have $420M invested in VanEck IG Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $387M → $420M (+$33.4M)

7% more funds holding

Funds holding: 113 → 121 (+8)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0.26% less ownership

Funds ownership: 56.36% → 56.1% (-0.26%)

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
1.86%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
23
Increased
45
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$12M
2
FWP
FAS Wealth Partners
Kansas
+$5.79M
3
NSIM
North Star Investment Management
Illinois
+$4.61M
4
Jane Street
Jane Street
New York
+$4.46M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
AFP
Ausdal Financial Partners
Iowa
-$14.1M
2
EFL
ERn Financial LLC
Wisconsin
-$3.57M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.28M
4
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.75M
5
UBS Group
UBS Group
Switzerland
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Secure Asset Management
Michigan
$466K +$62K +2,447 +15%
OCM
77
One Capital Management
California
$453K +$454K +17,940 New
BRC
78
Bell Rock Capital
Delaware
$377K +$378K +14,927 New
CAP
79
Columbia Advisory Partners
Washington
$368K +$369K +14,573 New
AAS
80
Avantax Advisory Services
Texas
$362K -$59.9K -2,365 -14%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$348K -$19.4K -766 -5%
Deutsche Bank
82
Deutsche Bank
Germany
$346K +$347K +13,702 New
WIA
83
World Investment Advisors
California
$326K -$106K -4,188 -25%
GIM
84
Greenwich Investment Management
Connecticut
$319K +$320K +12,620 New
RPCA
85
Running Point Capital Advisors
California
$318K +$25.8K +1,018 +9%
Osaic Holdings
86
Osaic Holdings
Arizona
$312K +$31.4K +1,238 +11%
SMG
87
Smart Money Group
Texas
$307K -$36.5K -1,441 -11%
AO
88
Advisor OS
Illinois
$256K – – –
VCA
89
Verdence Capital Advisors
Maryland
$252K +$252K +9,959 New
OWA
90
Octavia Wealth Advisors
Ohio
$252K +$253K +9,980 New
MAS
91
Madden Advisory Services
Florida
$251K – – –
ICM
92
IMS Capital Management
Oregon
$232K +$3.29K +130 +1%
JCM
93
Janney Capital Management
Pennsylvania
$230K -$19.2K -760 -8%
JWCA
94
J.W. Cole Advisors
Florida
$230K +$230K +9,090 New
HWM
95
Howard Wealth Management
Connecticut
$230K +$231K +9,115 New
MA
96
MJP Associates
Connecticut
$229K -$340K -13,423 -60%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$184K – – –
WTC
98
WhitTier Trust Company
Nevada
$168K +$169K +6,666 New
LTI
99
Laffer Tengler Investments
Tennessee
$152K +$17.4K +688 +13%
BWL
100
Bogart Wealth LLC
Virginia
$146K – – –
2 3
4
5 6

FLTR Hedge Fund Activity: Q4 2021 in Review

121 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2021, worth a combined $420M — up 8.6% from $387M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLTR positions and 13 closed out — a net gain of 10 holders — while 45 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $14.1M sold.

  • 121 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $420M of VanEck IG Floating Rate ETF stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 23 funds opened new VanEck IG Floating Rate ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2021 was Wells Fargo, an estimated $12M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2021 was Ausdal Financial Partners, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2021.