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VanEck IG Floating Rate ETF
FLTR

155 hedge funds and large institutions have $874M invested in VanEck IG Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.29% more ownership

Funds ownership: 71.66% → 72.95% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

4% less funds holding

Funds holding: 161 → 155 (-6)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

81% less capital invested

Capital invested by funds: $4.61B → $874M (-$3.73B)

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.47%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
18
Increased
58
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$75.9M
2
Jane Street
Jane Street
New York
+$36.7M
3
B
Bensler
Washington
+$11.6M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$9.36M
5
AO
Advisor OS
Illinois
+$7.14M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.96M
2
WP
WealthPLAN Partners
Nebraska
-$8.37M
3
HCA
Heck Capital Advisors
Wisconsin
-$3.98M
4
CWMU
Caliber Wealth Management (Utah)
Utah
-$3.28M
5
AC
Anson Capital
Georgia
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$415K -$46.2K -1,842 -10%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$398K +$12.8K +512 +3%
TAM
103
Tucker Asset Management
Colorado
$365K +$366K +14,600 New
Wealthfront Advisers
104
Wealthfront Advisers
California
$361K -$47.3K -1,884 -12%
WWM
105
Western Wealth Management
Colorado
$343K +$2.96K +118 +0.9%
TSS
106
Two Sigma Securities
New York
$339K +$341K +13,575 New
HWM
107
Howard Wealth Management
Connecticut
$329K -$21.7K -865 -6%
CAN
108
Cetera Advisor Networks
California
$324K +$87.5K +3,487 +37%
HCA
109
Heck Capital Advisors
Wisconsin
$324K -$3.98M -158,648 -92%
KFP
110
KMG Fiduciary Partners
Ohio
$320K -$197K -7,871 -38%
NRI
111
NFP Retirement Inc
California
$311K -$254K -10,115 -45%
SSWM
112
Strait & Sound Wealth Management
California
$298K +$24.2K +964 +9%
WJA
113
Willis Johnson & Associates
Texas
$289K +$4.57K +182 +2%
TNA
114
True North Advisors
Texas
$287K +$288K +11,500 New
KAS
115
Kestra Advisory Services
Texas
$284K +$69.3K +2,764 +32%
ZIM
116
Zacks Investment Management
Illinois
$282K +$283K +11,282 New
RPCA
117
Running Point Capital Advisors
California
$277K – – –
OCM
118
One Capital Management
California
$267K -$116K -4,617 -30%
IFWM
119
Institute for Wealth Management
Colorado
$257K – – –
WTC
120
WhitTier Trust Company
Nevada
$250K +$251K +10,000 New
OWA
121
Octavia Wealth Advisors
Ohio
$249K – – –
OMC
122
Old Mission Capital
Illinois
$205K +$206K +8,194 New
BAM
123
Belpointe Asset Management
Nevada
$167K +$24.1K +959 +17%
PTC
124
Private Trust Company
Ohio
$161K +$57.5K +2,291 +55%
EDRH
125
Edmond de Rothschild Holding
Switzerland
$132K -$113K -4,500 -46%
3 4
5
6 7

FLTR Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2023, worth a combined $874M — down 81% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FLTR and 18 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 58 added.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $75.9M. The largest seller was Wells Fargo, cutting an estimated $9.96M.

  • 155 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2023, down from 161 in Q4 2022.
  • Funds reported $874M of VanEck IG Floating Rate ETF stock for Q1 2023, down 81% quarter-over-quarter.
  • 18 funds opened new VanEck IG Floating Rate ETF positions in Q1 2023 and 20 closed out, a net change of -2 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $75.9M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2023 was Wells Fargo, an estimated $9.96M sold.

Based on aggregated 13F filings for Q1 2023.