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VanEck IG Floating Rate ETF

176 hedge funds and large institutions have $803M invested in VanEck IG Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more funds holding

Funds holding: 167176 (+9)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

5% less capital invested

Capital invested by funds: $846M → $803M (-$42.4M)

8.86% less ownership

Funds ownership: 66.35%57.49% (-8.9%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.54%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
28
Increased
68
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$979K -$330K -13,029 -25%
VWM
77
Valley Wealth Managers
New Jersey
$944K +$23K +908 +3%
NW
78
NewEdge Wealth
Pennsylvania
$907K +$906K +35,728 New
NWM
79
Northwest Wealth Management
Iowa
$856K +$6.39K +252 +0.8%
SPC
80
Sigma Planning Corp
Michigan
$794K +$500K +19,716 +173%
CA
81
Cetera Advisors
Colorado
$793K +$788K +31,070 New
IWC
82
Integrated Wealth Concepts
Massachusetts
$775K
SC
83
Seldon Capital
California
$765K
AFC
84
AFT Forsyth & Company
Florida
$765K +$2.56K +101 +0.3%
SWP
85
Significant Wealth Partners
Illinois
$761K +$757K +29,847 New
NC
86
NewSquare Capital
Pennsylvania
$742K -$12.8K -505 -2%
RWA
87
Redhawk Wealth Advisors
Minnesota
$738K +$733K +28,923 New
EWA
88
EP Wealth Advisors
California
$700K +$431 +17 +0.1%
PA
89
PFG Advisors
Arizona
$670K +$43.1K +1,702 +7%
AFA
90
Atlas Financial Advisors
California
$669K +$293K +11,554 +79%
AWS
91
Atria Wealth Solutions
New York
$667K -$256K -10,099 -28%
HWMA
92
Heritage Wealth Management (Arizona)
Arizona
$665K +$40.3K +1,591 +6%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$650K +$642K +25,326 +18,220%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$637K +$31.1K +1,227 +5%
AWM
95
AE Wealth Management
Kansas
$562K -$5.55M -218,957 -91%
OC
96
Oppenheimer & Co
New York
$546K +$8.75K +345 +2%
CRI
97
Colonial River Investments
Virginia
$539K -$498K -19,635 -48%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$508K
MCP
99
Mirador Capital Partners
California
$506K +$38.4K +1,515 +8%
BCM
100
Brookstone Capital Management
Illinois
$495K -$507 -20 -0.1%

FLTR Hedge Fund Activity: Q1 2024 in Review

176 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2024, worth a combined $803M — down 5% from $846M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FLTR positions and 18 closed out — a net gain of 10 holders — while 68 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $37M.

  • 176 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $803M of VanEck IG Floating Rate ETF stock for Q1 2024, down 5% quarter-over-quarter.
  • 28 funds opened new VanEck IG Floating Rate ETF positions in Q1 2024 and 18 closed out, a net change of +10 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2024 was LPL Financial, an estimated $11.3M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2024 was Morgan Stanley, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2024.