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VanEck IG Floating Rate ETF

216 hedge funds and large institutions have $1.24B invested in VanEck IG Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

29% more capital invested

Capital invested by funds: $960M → $1.24B (+$276M)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

8% more funds holding

Funds holding: 200216 (+16)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.48% more ownership

Funds ownership: 59.1%61.58% (+2.5%)

Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
2.85%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
44
Increased
81
Reduced
66
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$1.88M -$309K -12,155 -14%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.87M -$10.8K -423 -0.6%
STA
78
Smith Thornton Advisors
Alabama
$1.81M +$90.7K +3,561 +5%
OFS
79
OneAscent Financial Services
Alabama
$1.78M +$1.78M +69,940 New
AWM
80
AE Wealth Management
Kansas
$1.72M +$380K +14,929 +28%
NSIM
81
North Star Investment Management
Illinois
$1.67M -$434K -17,049 -21%
NA
82
NewEdge Advisors
Louisiana
$1.51M +$1.51M +59,282 New
OWA
83
Opal Wealth Advisors
New York
$1.5M -$175K -6,865 -10%
AFA
84
Atlas Financial Advisors
California
$1.47M -$57.1K -2,242 -4%
LTI
85
Laffer Tengler Investments
Tennessee
$1.46M +$169K +6,643 +13%
RWA
86
Redhawk Wealth Advisors
Minnesota
$1.45M +$220K +8,651 +18%
P
87
&Partners
Tennessee
$1.42M +$966K +37,958 +214%
HWM
88
Howard Wealth Management
Connecticut
$1.38M +$543K +21,320 +65%
SSWM
89
Strait & Sound Wealth Management
California
$1.33M -$143K -5,599 -10%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$1.27M -$59.8K -2,349 -5%
LSWP
91
Liberty Square Wealth Partners
Pennsylvania
$1.24M +$1.24M +48,694 New
KPWS
92
Kestra Private Wealth Services
Texas
$1.19M -$62.3K -2,447 -5%
MWP
93
Meriwether Wealth & Planning
Louisiana
$1.18M +$1.18M +46,231 New
BRWA
94
B. Riley Wealth Advisors
Florida
$1.15M
KeyBank National Association
95
KeyBank National Association
Ohio
$1.09M
MOS
96
MGO One Seven
Ohio
$1.09M -$493K -19,357 -31%
HH
97
Hilltop Holdings
Texas
$1.06M +$35.4K +1,390 +3%
WWM
98
Western Wealth Management
Colorado
$1.03M +$713 +28 +0.1%
TC
99
TownSquare Capital
Utah
$1.01M
GRP
100
Global Retirement Partners
California
$1M +$698K +27,410 +230%

FLTR Hedge Fund Activity: Q4 2024 in Review

216 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2024, worth a combined $1.24B — up 29% from $960M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLTR positions and 25 closed out — a net gain of 19 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $132M. The largest seller was Concord Asset Management (Virginia), cutting an estimated $18.1M.

  • 216 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $1.24B of VanEck IG Floating Rate ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 44 funds opened new VanEck IG Floating Rate ETF positions in Q4 2024 and 25 closed out, a net change of +19 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2024 was Demars Financial Group, an estimated $132M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2024 was Concord Asset Management (Virginia), an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.