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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

215 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, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
2.86%
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
65
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
1
Demars Financial Group
Washington
$213M
2
Creative Planning
2
Creative Planning
Kansas
$26.5M
3
LPL Financial
3
LPL Financial
California
$78.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.1M
5
OPAM
5
Ocean Park Asset Management
California
$14.9M

Top Sellers

1
CAMV
1
Concord Asset Management (Virginia)
Virginia
$660K
2
CWP
2
Concord Wealth Partners
Virginia
$2.45M
3
AO
3
Advisor OS
Illinois
$856K
4
IWS
4
Insight Wealth Strategies
California
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Perigon Wealth Management
California
$1.88M -$310K -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 +$90.6K +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 -$142K -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%
2 3
4
5 6