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VanEck IG Floating Rate ETF
FLTR

161 hedge funds and large institutions have $4.61B invested in VanEck IG Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more capital invested

Capital invested by funds: $755M → $4.61B (+$3.85B)

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

9% more funds holding

Funds holding: 148 → 161 (+13)

3.52% more ownership

Funds ownership: 68.14% → 71.66% (+3.5%)

28% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 67

Holders
161
Holders Change
+13
Holders Change %
+8.78%
% of All Funds
2.59%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
31
Increased
48
Reduced
67
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$51.8M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$18.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$14.6M
4
KPWG
KFA Private Wealth Group
Virginia
+$3.42M
5
CWMU
Caliber Wealth Management (Utah)
Utah
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
-$32.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$21.5M
3
Bank of America
Bank of America
North Carolina
-$13.9M
4
Wells Fargo
Wells Fargo
California
-$12.3M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$9.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Collaborative Wealth Management
Florida
$388K +$58.2K +2,347 +18%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$384K +$175K +7,051 +84%
OCM
103
One Capital Management
California
$381K -$187K -7,527 -33%
HWM
104
Howard Wealth Management
Connecticut
$349K +$7.32K +295 +2%
WWM
105
Western Wealth Management
Colorado
$339K -$335K -13,495 -50%
RJA
106
Raymond James & Associates
Florida
$310K +$38.2K +1,540 +14%
BCM
107
Brookstone Capital Management
Illinois
$297K -$1.73M -69,713 -85%
AC
108
Apella Capital
Connecticut
$297K +$297K +11,947 New
WJA
109
Willis Johnson & Associates
Texas
$283K -$4.79K -193 -2%
BCG
110
Breakwater Capital Group
New Jersey
$282K +$282K +11,345 New
RPCA
111
Running Point Capital Advisors
California
$276K +$32.2K +1,299 +13%
SSWM
112
Strait & Sound Wealth Management
California
$275K +$272K +10,979 New
MAP
113
Milestone Advisory Partners
North Carolina
$272K – – –
IFWM
114
Institute for Wealth Management
Colorado
$256K +$256K +10,300 New
PAS
115
Park Avenue Securities
New York
$255K +$254K +10,254 New
BFS
116
Bickling Financial Services
Massachusetts
$253K +$2.46K +99 +1%
WAM
117
Warberg Asset Management
Illinois
$250K +$249K +10,046 New
OWA
118
Octavia Wealth Advisors
Ohio
$248K +$248K +9,980 New
EDRH
119
Edmond de Rothschild Holding
Switzerland
$244K -$137K -5,520 -36%
CAN
120
Cetera Advisor Networks
California
$236K +$236K +9,493 New
MA
121
Mutual Advisors
Nebraska
$223K +$4.62K +186 +2%
SWP
122
Stratos Wealth Partners
Ohio
$218K -$5.39K -217 -2%
KAS
123
Kestra Advisory Services
Texas
$215K -$19.1K -769 -8%
VBFP
124
Valtinson Bruner Financial Planning
Minnesota
$209K -$1.68M -67,525 -89%
KFGK
125
Keystone Financial Group (Kentucky)
Kentucky
$201K +$200K +8,071 New
3 4
5
6 7

FLTR Hedge Fund Activity: Q4 2022 in Review

161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2022, worth a combined $4.61B — up 510% from $755M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FLTR positions and 16 closed out — a net gain of 15 holders — while 48 added to existing stakes and 67 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $51.8M. The largest seller was Virtue Capital Management, cutting an estimated $32.3M.

  • 161 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $4.61B of VanEck IG Floating Rate ETF stock for Q4 2022, up 510% quarter-over-quarter.
  • 31 funds opened new VanEck IG Floating Rate ETF positions in Q4 2022 and 16 closed out, a net change of +15 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2022 was Jane Street, an estimated $51.8M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2022 was Virtue Capital Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q4 2022.