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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

153 hedge funds and large institutions have $712M invested in VanEck IG Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.41%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
18
Increased
53
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FM
1
Family Management
New York
$19.3M
2
RFM
2
Royal Fund Management
Florida
$10.2M
3
PWPS
3
Pinnacle Wealth Planning Services
Ohio
$80.3M
4
CWP
4
Concord Wealth Partners
Virginia
$20.5M
5
FTUS
5
Flow Traders U.S.
New York
$4.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.2M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$576K
3
VCM
3
Virtue Capital Management
Tennessee
$16.1M
4
CP
4
Coho Partners
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Axxcess Wealth Management
California
$1.03M +$191K +7,551 +23%
AAS
77
Avantax Advisory Services
Texas
$989K -$475K -18,823 -32%
IA
78
IFG Advisory
Georgia
$968K +$79.6K +3,152 +9%
HC
79
Hamilton Capital
Ohio
$934K -$11.1K -439 -1%
VBFP
80
Valtinson Bruner Financial Planning
Minnesota
$918K +$351K +13,903 +62%
EWA
81
EP Wealth Advisors
California
$835K +$395K +8,124 +90%
NWM
82
Northwest Wealth Management
Iowa
$833K -$2.27K -90 -0.3%
IWC
83
Integrated Wealth Concepts
Massachusetts
$782K +$15.2K +603 +2%
AFC
84
AFT Forsyth & Company
Florida
$750K +$2.27K +90 +0.3%
PA
85
PFG Advisors
Arizona
$728K -$202 -8 -0%
WI
86
WBI Investments
New Jersey
$727K -$254K -10,045 -26%
BFAG
87
Blackston Financial Advisory Group
Florida
$723K +$723K +28,632 New
RWM
88
Revisor Wealth Management
Ohio
$711K -$483K -19,148 -40%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$709K +$307K +12,162 +76%
NC
90
NewSquare Capital
Pennsylvania
$692K +$81.3K +3,220 +13%
OMC
91
Old Mission Capital
Illinois
$681K +$474K +18,792 +229%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$656K -$28.5K -1,128 -4%
SWM
93
Seed Wealth Management
Illinois
$581K -$10.1K -400 -2%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$576K -$76.4M -3,024,534 -99%
CRI
95
Colonial River Investments
Virginia
$571K -$574K -22,739 -50%
DAS
96
Dynamic Advisor Solutions
Arizona
$541K +$4.52K +179 +0.8%
SSWM
97
Strait & Sound Wealth Management
California
$520K +$219K +8,661 +73%
CA
98
Continuum Advisory
Idaho
$509K +$4.5K +178 +0.9%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$502K -$5.25M -207,814 -91%
OWA
100
Opal Wealth Advisors
New York
$495K – – –
2 3
4
5 6