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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

155 hedge funds and large institutions have $874M invested in VanEck IG Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.48%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
18
Increased
58
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.1M
2
Jane Street
2
Jane Street
New York
$88.7M
3
B
3
Bensler
Washington
$11.6M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$31.5M
5
AO
5
Advisor OS
Illinois
$13.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$71.4M
2
WP
2
WealthPLAN Partners
Nebraska
$5.01M
3
HCA
3
Heck Capital Advisors
Wisconsin
$324K
4
CWMU
4
Caliber Wealth Management (Utah)
Utah
$0
5
EWA
5
EP Wealth Advisors
California
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASC
76
Coppell Advisory Solutions Corp
Texas
$943K +$943K +37,816 New
HC
77
Hamilton Capital
Ohio
$934K -$35.5K -1,423 -4%
IA
78
IFG Advisory
Georgia
$878K +$878K +35,173 New
AWM
79
Axxcess Wealth Management
California
$830K -$37.1K -1,484 -4%
NWM
80
Northwest Wealth Management
Iowa
$826K +$2.5K +100 +0.3%
IWC
81
Integrated Wealth Concepts
Massachusetts
$758K +$758K +30,367 New
AFC
82
AFT Forsyth & Company
Florida
$739K +$1.92K +77 +0.3%
PA
83
PFG Advisors
Arizona
$720K +$11.6K +465 +2%
KWM
84
Kingsview Wealth Management
Oregon
$685K -$2.39M -95,780 -78%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$677K -$46.3K -1,856 -6%
NC
86
NewSquare Capital
Pennsylvania
$604K +$34.5K +1,380 +6%
SWM
87
Seed Wealth Management
Illinois
$584K -$200K -8,000 -25%
JWS
88
Juncture Wealth Strategies
Arizona
$572K +$183K +7,309 +47%
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$561K +$352K +14,108 +169%
DAS
90
Dynamic Advisor Solutions
Arizona
$531K +$9.04K +362 +2%
CWM
91
Collaborative Wealth Management
Florida
$521K +$132K +5,273 +34%
AAS
92
Ameritas Advisory Services
Nebraska
$501K -$150K -6,005 -23%
CA
93
Continuum Advisory
Idaho
$499K +$499K +20,000 New
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$497K +$17.2K +688 +4%
OC
95
Oppenheimer & Co
New York
$497K -$904K -36,191 -65%
OWA
96
Opal Wealth Advisors
New York
$490K – – –
AM
97
AGF Management
Ontario, Canada
$481K -$375 -15 -0.1%
AWM
98
Apollon Wealth Management
South Carolina
$475K -$536K -21,473 -53%
IAN
99
Integrated Advisors Network
Texas
$469K +$469K +18,775 New
BCG
100
Breakwater Capital Group
New Jersey
$439K +$156K +6,230 +55%
2 3
4
5 6