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VanEck IG Floating Rate ETF
FLTR

150 hedge funds and large institutions have $649M invested in VanEck IG Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

111% more funds holding in top 10

Funds holding in top 10: 9 → 19 (+10)

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

55% more capital invested

Capital invested by funds: $420M → $649M (+$229M)

24% more funds holding

Funds holding: 121 → 150 (+29)

5.33% more ownership

Funds ownership: 56.1% → 61.44% (+5.3%)

Holders
150
Holders Change
+29
Holders Change %
+23.97%
% of All Funds
2.37%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.3%
New
42
Increased
60
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.9M
2
CA
Capital Advantage
California
+$23.7M
3
RIG
Ramiah Investment Group
Wisconsin
+$19.8M
4
Bank of America
Bank of America
North Carolina
+$19.6M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
EFL
ERn Financial LLC
Wisconsin
-$6.59M
2
MAP
Milestone Advisory Partners
North Carolina
-$6.26M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$4.1M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$1.79M
5
Jane Street
Jane Street
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
76
Western Wealth Management
Colorado
$1M +$1.01M +39,963 New
AAS
77
Ameritas Advisory Services
Nebraska
$897K +$187K +7,403 +26%
LWAC
78
Laurel Wealth Advisors (California)
California
$878K – – –
AFC
79
AFT Forsyth & Company
Florida
$813K -$20.1K -795 -2%
MWM
80
Minot Wealth Management
Massachusetts
$763K +$290K +11,479 +61%
WMA
81
Wealth Management Associates
New Jersey
$756K -$5.04K -200 -0.7%
SC
82
Seldon Capital
California
$753K – – –
WFA
83
Websterrogers Financial Advisors
South Carolina
$738K +$741K +29,367 New
NC
84
NewSquare Capital
Pennsylvania
$737K +$740K +29,345 New
OCM
85
One Capital Management
California
$720K +$272K +10,779 +60%
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$682K -$1.37M -54,391 -67%
EDRH
87
Edmond de Rothschild Holding
Switzerland
$681K +$119K +4,720 +21%
SKK
88
Shepherd Kaplan Krochuk
Massachusetts
$643K +$646K +25,620 New
KFP
89
KMG Fiduciary Partners
Ohio
$626K +$177 +7 +0%
PA
90
PFG Advisors
Arizona
$612K +$121K +4,779 +24%
MA
91
MJP Associates
Connecticut
$546K +$320K +12,680 +140%
Citadel Advisors
92
Citadel Advisors
Florida
$545K +$548K +21,714 New
NWM
93
Northwest Wealth Management
Iowa
$499K +$177 +7 +0%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$479K – – –
SAM
95
Secure Asset Management
Michigan
$444K -$18.3K -727 -4%
LTI
96
Laffer Tengler Investments
Tennessee
$426K +$276K +10,961 +183%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$406K -$107K -4,246 -21%
DADC
98
D.A. Davidson & Co
Montana
$398K +$400K +15,846 New
HWM
99
HB Wealth Management
Georgia
$397K +$399K +15,824 New
BRC
100
Bell Rock Capital
Delaware
$370K -$5.02K -199 -1%
2 3
4
5 6

FLTR Hedge Fund Activity: Q1 2022 in Review

150 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2022, worth a combined $649M — up 55% from $420M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FLTR positions and 10 closed out — a net gain of 32 holders — while 60 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was ERn Financial LLC, cutting an estimated $6.59M.

  • 150 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2022, up from 121 in Q4 2021.
  • Funds reported $649M of VanEck IG Floating Rate ETF stock for Q1 2022, up 55% quarter-over-quarter.
  • 42 funds opened new VanEck IG Floating Rate ETF positions in Q1 2022 and 10 closed out, a net change of +32 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $32.9M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2022 was ERn Financial LLC, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2022.