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VanEck IG Floating Rate ETF
FLTR

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

1.29% more ownership

Funds ownership: 71.66% → 72.95% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

4% less funds holding

Funds holding: 161 → 155 (-6)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

81% less capital invested

Capital invested by funds: $4.61B → $874M (-$3.73B)

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.47%
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

Rank Fund Capital Flow
1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$75.9M
2
Jane Street
Jane Street
New York
+$36.7M
3
B
Bensler
Washington
+$11.6M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$9.36M
5
AO
Advisor OS
Illinois
+$7.14M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.96M
2
WP
WealthPLAN Partners
Nebraska
-$8.37M
3
HCA
Heck Capital Advisors
Wisconsin
-$3.98M
4
CWMU
Caliber Wealth Management (Utah)
Utah
-$3.28M
5
AC
Anson Capital
Georgia
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CASC
76
Coppell Advisory Solutions Corp
Texas
$943K +$949K +37,816 New
HC
77
Hamilton Capital
Ohio
$934K -$35.7K -1,423 -4%
IA
78
IFG Advisory
Georgia
$878K +$882K +35,173 New
AWM
79
Axxcess Wealth Management
California
$830K -$37.2K -1,484 -4%
NWM
80
Northwest Wealth Management
Iowa
$826K +$2.51K +100 +0.3%
IWC
81
Integrated Wealth Concepts
Massachusetts
$758K +$762K +30,367 New
AFC
82
AFT Forsyth & Company
Florida
$739K +$1.93K +77 +0.3%
PA
83
PFG Advisors
Arizona
$720K +$11.7K +465 +2%
KWM
84
Kingsview Wealth Management
Oregon
$685K -$2.4M -95,780 -78%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$677K -$46.6K -1,856 -6%
NC
86
NewSquare Capital
Pennsylvania
$604K +$34.6K +1,380 +6%
SWM
87
Seed Wealth Management
Illinois
$584K -$201K -8,000 -25%
JWS
88
Juncture Wealth Strategies
Arizona
$572K +$183K +7,309 +47%
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$561K +$354K +14,108 +169%
DAS
90
Dynamic Advisor Solutions
Arizona
$531K +$9.08K +362 +2%
CWM
91
Collaborative Wealth Management
Florida
$521K +$132K +5,273 +34%
AAS
92
Ameritas Advisory Services
Nebraska
$501K -$151K -6,005 -23%
CA
93
Continuum Advisory
Idaho
$499K +$502K +20,000 New
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$497K +$17.3K +688 +4%
OC
95
Oppenheimer & Co
New York
$497K -$908K -36,191 -65%
OWA
96
Opal Wealth Advisors
New York
$490K – – –
AM
97
AGF Management
Ontario, Canada
$481K -$376 -15 -0.1%
AWM
98
Apollon Wealth Management
South Carolina
$475K -$539K -21,473 -53%
IAN
99
Integrated Advisors Network
Texas
$469K +$471K +18,775 New
BCG
100
Breakwater Capital Group
New Jersey
$439K +$156K +6,230 +55%
2 3
4
5 6

FLTR Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2023, worth a combined $874M — down 81% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FLTR and 18 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 58 added.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $75.9M. The largest seller was Wells Fargo, cutting an estimated $9.96M.

  • 155 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2023, down from 161 in Q4 2022.
  • Funds reported $874M of VanEck IG Floating Rate ETF stock for Q1 2023, down 81% quarter-over-quarter.
  • 18 funds opened new VanEck IG Floating Rate ETF positions in Q1 2023 and 20 closed out, a net change of -2 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $75.9M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2023 was Wells Fargo, an estimated $9.96M sold.

Based on aggregated 13F filings for Q1 2023.