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VanEck IG Floating Rate ETF
FLTR

161 hedge funds and large institutions have $791M invested in VanEck IG Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

30% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $712M → $791M (+$78.7M)

5% more funds holding

Funds holding: 153 → 161 (+8)

1.96% more ownership

Funds ownership: 65.34% → 67.3% (+2%)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.56%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
27
Increased
65
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWS
Insight Wealth Strategies
California
+$19.6M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$12.8M
3
SL
Systelligence LLC
Minnesota
+$12.4M
4
SMM
Stadion Money Management
Georgia
+$10.1M
5
OPAM
Ocean Park Asset Management
California
+$9.9M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11M
2
VanEck Associates
VanEck Associates
New York
-$7.45M
3
Wells Fargo
Wells Fargo
California
-$5.18M
4
MFS
Madrona Financial Services
Washington
-$4.61M
5
FTUS
Flow Traders U.S.
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
76
Valley Wealth Managers
New Jersey
$925K -$323K -12,805 -26%
WCM
77
Weik Capital Management
Pennsylvania
$902K -$211K -8,367 -19%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$847K -$1.86M -73,647 -69%
NWM
79
Northwest Wealth Management
Iowa
$838K +$3.33K +132 +0.4%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$829K -$422K -16,744 -34%
DAS
81
Dynamic Advisor Solutions
Arizona
$810K +$267K +10,579 +49%
IWC
82
Integrated Wealth Concepts
Massachusetts
$783K +$126 +5 +0%
EWA
83
EP Wealth Advisors
California
$781K +$347K +13,743 +80%
RWM
84
Revisor Wealth Management
Ohio
$769K +$56.4K +2,237 +8%
BFAG
85
Blackston Financial Advisory Group
Florida
$767K +$43.2K +1,713 +6%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$763K +$51.9K +2,057 +7%
SC
87
Seldon Capital
California
$759K +$757K +30,000 New
AFC
88
AFT Forsyth & Company
Florida
$753K +$2.5K +99 +0.3%
AWA
89
Arete Wealth Advisors
Illinois
$743K -$3.44M -136,233 -82%
NC
90
NewSquare Capital
Pennsylvania
$739K +$45.8K +1,815 +7%
PWM
91
Perigon Wealth Management
California
$706K +$500K +19,826 +245%
PA
92
PFG Advisors
Arizona
$699K -$30K -1,191 -4%
FCP
93
Fidelis Capital Partners
Florida
$686K -$379K -15,038 -36%
WA
94
Wambolt & Associates
Colorado
$674K -$966K -38,273 -59%
KAS
95
Kestra Advisory Services
Texas
$638K +$322K +12,769 +103%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$637K -$20.5K -814 -3%
MOS
97
MGO One Seven
Ohio
$577K +$576K +22,812 New
CRI
98
Colonial River Investments
Virginia
$569K -$2.9K -115 -0.5%
SSWM
99
Strait & Sound Wealth Management
California
$551K +$30K +1,188 +6%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$502K – – –
2 3
4
5 6

FLTR Hedge Fund Activity: Q3 2023 in Review

161 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q3 2023, worth a combined $791M — up 11% from $712M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FLTR positions and 18 closed out — a net gain of 9 holders — while 65 added to existing stakes and 50 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $11M.

  • 161 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q3 2023, up from 153 in Q2 2023.
  • Funds reported $791M of VanEck IG Floating Rate ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 27 funds opened new VanEck IG Floating Rate ETF positions in Q3 2023 and 18 closed out, a net change of +9 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q3 2023 was Insight Wealth Strategies, an estimated $19.6M added.
  • The largest VanEck IG Floating Rate ETF seller in Q3 2023 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2023.