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VanEck IG Floating Rate ETF
FLTR

189 hedge funds and large institutions have $925M invested in VanEck IG Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 41

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $803M → $925M (+$122M)

9.08% more ownership

Funds ownership: 57.49% → 66.57% (+9.1%)

7% more funds holding

Funds holding: 176 → 189 (+13)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

Holders
189
Holders Change
+13
Holders Change %
+7.39%
% of All Funds
2.73%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
33
Increased
92
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$158M
2
Renaissance Technologies
Renaissance Technologies
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.6M
5
AWA
Arete Wealth Advisors
Illinois
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
KPWG
KFA Private Wealth Group
Virginia
-$19.3M
2
CA
Capital Advantage
California
-$16.1M
3
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$12.9M
4
ACM
Avalon Capital Management
California
-$9.27M
5
GM
GeoWealth Management
Illinois
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
76
Destiny Wealth Partners
Florida
$1.31M +$1.3M +51,199 New
OFS
77
OneAscent Financial Services
Alabama
$1.22M +$1.22M +47,873 New
BRWA
78
B. Riley Wealth Advisors
Florida
$1.15M -$16.5K -649 -1%
AWM
79
AE Wealth Management
Kansas
$1.13M +$566K +22,236 +101%
KPWS
80
Kestra Private Wealth Services
Texas
$1.1M +$1.09M +43,038 New
KeyBank National Association
81
KeyBank National Association
Ohio
$1.09M +$21.7K +854 +2%
PAS
82
Park Avenue Securities
New York
$1.09M +$1.09M +42,767 New
AAS
83
Avantax Advisory Services
Texas
$1.07M +$648K +25,475 +156%
AFA
84
Atlas Financial Advisors
California
$1.07M +$396K +15,557 +59%
IA
85
IFG Advisory
Georgia
$1.05M -$55.2K -2,169 -5%
WWM
86
Western Wealth Management
Colorado
$1.02M +$719K +28,279 +244%
TC
87
TownSquare Capital
Utah
$1.01M -$7.5K -295 -0.7%
BCA
88
Bay Colony Advisors
Massachusetts
$995K +$992K +39,004 New
RWA
89
Redhawk Wealth Advisors
Minnesota
$975K +$237K +9,306 +32%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$975K +$325K +12,758 +50%
NW
91
NewEdge Wealth
Pennsylvania
$955K +$43.3K +1,702 +5%
PCM
92
Pointe Capital Management
Michigan
$925K -$117K -4,598 -11%
VWM
93
Valley Wealth Managers
New Jersey
$906K -$37.9K -1,488 -4%
HWMA
94
Heritage Wealth Management (Arizona)
Arizona
$899K +$233K +9,167 +35%
HFO
95
Heritage Family Offices
Arizona
$899K +$897K +35,242 New
RFN
96
Redwood Financial Network
Ohio
$873K +$871K +34,221 New
AWS
97
Atria Wealth Solutions
New York
$870K +$202K +7,938 +30%
NC
98
NewSquare Capital
Pennsylvania
$867K +$124K +4,885 +17%
SPC
99
Sigma Planning Corp
Michigan
$826K +$31.5K +1,239 +4%
SSWM
100
Strait & Sound Wealth Management
California
$785K +$323K +12,690 +70%
2 3
4
5 6

FLTR Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q2 2024, worth a combined $925M — up 15% from $803M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FLTR positions and 17 closed out — a net gain of 16 holders — while 92 added to existing stakes and 41 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $158M. The largest seller was KFA Private Wealth Group, cutting an estimated $19.3M.

  • 189 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q2 2024, up from 176 in Q1 2024.
  • Funds reported $925M of VanEck IG Floating Rate ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 33 funds opened new VanEck IG Floating Rate ETF positions in Q2 2024 and 17 closed out, a net change of +16 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $158M added.
  • The largest VanEck IG Floating Rate ETF seller in Q2 2024 was KFA Private Wealth Group, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2024.