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VanEck IG Floating Rate ETF
FLTR

150 hedge funds and large institutions have $649M invested in VanEck IG Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

111% more funds holding in top 10

Funds holding in top 10: 9 → 19 (+10)

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

55% more capital invested

Capital invested by funds: $420M → $649M (+$229M)

24% more funds holding

Funds holding: 121 → 150 (+29)

5.33% more ownership

Funds ownership: 56.1% → 61.44% (+5.3%)

Holders
150
Holders Change
+29
Holders Change %
+23.97%
% of All Funds
2.37%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.3%
New
42
Increased
60
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.9M
2
CA
Capital Advantage
California
+$23.7M
3
RIG
Ramiah Investment Group
Wisconsin
+$19.8M
4
Bank of America
Bank of America
North Carolina
+$19.6M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
EFL
ERn Financial LLC
Wisconsin
-$6.59M
2
MAP
Milestone Advisory Partners
North Carolina
-$6.26M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$4.1M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$1.79M
5
Jane Street
Jane Street
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$360K +$277 +11 +0.1%
SMG
102
Smart Money Group
Texas
$357K +$52.3K +2,075 +17%
WIA
103
World Investment Advisors
California
$352K +$28K +1,111 +9%
SWP
104
Stratos Wealth Partners
Ohio
$348K -$303K -12,015 -46%
DAS
105
Dynamic Advisor Solutions
Arizona
$334K +$335K +13,290 New
HWM
106
Howard Wealth Management
Connecticut
$321K +$92.7K +3,675 +40%
GIM
107
Greenwich Investment Management
Connecticut
$317K – – –
AP
108
Appleton Partners
Massachusetts
$312K +$313K +12,430 New
SOS
109
Silver Oak Securities
Tennessee
$301K +$302K +11,961 New
FAG
110
Fortitude Advisory Group
Washington
$296K +$298K +11,800 New
RPCA
111
Running Point Capital Advisors
California
$278K -$38.9K -1,544 -12%
AO
112
Advisor OS
Illinois
$278K +$24.3K +962 +10%
FA
113
FC Advisory
Pennsylvania
$265K +$266K +10,557 New
SAM
114
SignalPoint Asset Management
Missouri
$255K +$256K +10,144 New
VCA
115
Verdence Capital Advisors
Maryland
$250K +$177 +7 +0.1%
MAS
116
Madden Advisory Services
Florida
$249K – – –
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$248K -$97.7K -3,875 -28%
ICM
118
IMS Capital Management
Oregon
$237K +$6.1K +242 +3%
KAS
119
Kestra Advisory Services
Texas
$228K +$229K +9,072 New
JWCA
120
J.W. Cole Advisors
Florida
$224K -$3.98K -158 -2%
EFL
121
ERn Financial LLC
Wisconsin
$214K -$6.59M -261,448 -97%
AWM
122
Axxcess Wealth Management
California
$202K +$203K +8,065 New
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$183K +$151 +6 +0.1%
BWL
124
Bogart Wealth LLC
Virginia
$146K – – –
BAM
125
Belpointe Asset Management
Nevada
$142K +$143K +5,672 New
3 4
5
6 7

FLTR Hedge Fund Activity: Q1 2022 in Review

150 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2022, worth a combined $649M — up 55% from $420M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FLTR positions and 10 closed out — a net gain of 32 holders — while 60 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was ERn Financial LLC, cutting an estimated $6.59M.

  • 150 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2022, up from 121 in Q4 2021.
  • Funds reported $649M of VanEck IG Floating Rate ETF stock for Q1 2022, up 55% quarter-over-quarter.
  • 42 funds opened new VanEck IG Floating Rate ETF positions in Q1 2022 and 10 closed out, a net change of +32 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2022 was Morgan Stanley, an estimated $32.9M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2022 was ERn Financial LLC, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2022.