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VanEck IG Floating Rate ETF

167 hedge funds and large institutions have $846M invested in VanEck IG Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 47

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

7% more capital invested

Capital invested by funds: $791M → $846M (+$55.2M)

4% more funds holding

Funds holding: 161167 (+6)

0.95% less ownership

Funds ownership: 67.3%66.35% (-0.95%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.43%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
29
Increased
70
Reduced
47
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRI
76
Colonial River Investments
Virginia
$1.02M +$459K +18,248 +81%
VBFP
77
Valtinson Bruner Financial Planning
Minnesota
$1.02M +$20.3K +806 +2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1M +$975K +38,728 +3,778%
IA
79
IFG Advisory
Georgia
$998K +$16.7K +663 +2%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$967K +$125K +4,959 +15%
BRIA
81
Balanced Rock Investment Advisors
Massachusetts
$917K +$918K +36,453 New
AWS
82
Atria Wealth Solutions
New York
$912K -$603K -23,951 -40%
VWM
83
Valley Wealth Managers
New Jersey
$908K -$12.1K -479 -1%
KWM
84
Kingsview Wealth Management
Oregon
$902K +$903K +35,884 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$839K +$80.5K +3,198 +11%
NWM
86
Northwest Wealth Management
Iowa
$838K +$4.81K +191 +0.6%
IWC
87
Integrated Wealth Concepts
Massachusetts
$764K -$14.7K -585 -2%
SC
88
Seldon Capital
California
$755K
AFC
89
AFT Forsyth & Company
Florida
$752K +$2.52K +100 +0.3%
NC
90
NewSquare Capital
Pennsylvania
$744K +$8.94K +355 +1%
EWA
91
EP Wealth Advisors
California
$689K -$87.7K -3,483 -11%
HighTower Advisors
92
HighTower Advisors
Illinois
$687K +$681K +27,064 New
SAI
93
Savvy Advisors Inc
New York
$682K +$683K +27,120 New
PA
94
PFG Advisors
Arizona
$618K -$77.6K -3,081 -11%
HWMA
95
Heritage Wealth Management (Arizona)
Arizona
$616K +$616K +24,484 New
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$597K -$36.4K -1,446 -6%
AAS
97
Avantax Advisory Services
Texas
$531K +$43.9K +1,743 +9%
OC
98
Oppenheimer & Co
New York
$529K +$87.9K +3,493 +20%
RIG
99
Ramiah Investment Group
Wisconsin
$518K +$519K +20,614 New
SSWM
100
Strait & Sound Wealth Management
California
$502K -$49K -1,947 -9%

FLTR Hedge Fund Activity: Q4 2023 in Review

167 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2023, worth a combined $846M — up 7% from $791M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FLTR positions and 22 closed out — a net gain of 7 holders — while 70 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.5M. The largest seller was Family Management, exiting entirely with an estimated $20.2M sold.

  • 167 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2023, up from 161 in Q3 2023.
  • Funds reported $846M of VanEck IG Floating Rate ETF stock for Q4 2023, up 7% quarter-over-quarter.
  • 29 funds opened new VanEck IG Floating Rate ETF positions in Q4 2023 and 22 closed out, a net change of +7 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $43.5M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2023 was Family Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2023.