VanEck IG Floating Rate ETF
FLTR
100 hedge funds and large institutions have $221M invested in VanEck IG Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
10% more funds holding
Funds holding: 91 → 100 (+9)
3% more capital invested
Capital invested by funds: $215M → $221M (+$6.32M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
9% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 32
3.1% less ownership
Funds ownership: 46.31% → 43.21% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$9.38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.92M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.36M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.22M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
-$5.09M |
| 2 |
Jane Street
New York
|
-$4.52M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$2.27M |
| 4 |
PI
Parkside Investments
Deerfield,
Illinois
|
-$1.38M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Verition Fund Management
Greenwich,
Connecticut
| – | -$339K | -13,414 | Closed |
|
|
VSWA
102
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| – | -$227K | -9,000 | Closed |
|
|
RCA
103
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$225K | -8,902 | Closed |
|
|
FGAM
104
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$61K | -2,404 | Closed |
|
|
BWA
105
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$52K | -2,050 | Closed |
|
|
IA
106
IFP Advisors
Tampa,
Florida
| – | -$15.8K | -623 | Closed |
|
|
SB
107
Strategic Blueprint
Atlanta,
Georgia
| – | -$5K | -199 | Closed |
|
|
GWM
108
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -57 | Closed |
|
|
DI
109
Disciplined Investments
Tulsa,
Oklahoma
| – | +$51 | +2 | New |
|
|
IFWM
110
Institute for Wealth Management
Denver,
Colorado
| – | +$152 | +6 | New |
|
FLTR Hedge Fund Activity: Q4 2019 in Review
100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2019, worth a combined $221M — up 2.9% from $215M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FLTR positions and 10 closed out — a net gain of 11 holders — while 29 added to existing stakes and 32 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $9.38M. The largest seller was Pinnacle Wealth Planning Services, cutting an estimated $5.09M.
- 100 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2019, up from 91 in Q3 2019.
- Funds reported $221M of VanEck IG Floating Rate ETF stock for Q4 2019, up 2.9% quarter-over-quarter.
- 21 funds opened new VanEck IG Floating Rate ETF positions in Q4 2019 and 10 closed out, a net change of +11 holders.
- The largest VanEck IG Floating Rate ETF buyer in Q4 2019 was Redhawk Wealth Advisors, an estimated $9.38M added.
- The largest VanEck IG Floating Rate ETF seller in Q4 2019 was Pinnacle Wealth Planning Services, an estimated $5.09M sold.
Based on aggregated 13F filings for Q4 2019.