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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

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.

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.48%
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

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.1M
2
Jane Street
2
Jane Street
New York
$88.7M
3
B
3
Bensler
Washington
$11.6M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$31.5M
5
AO
5
Advisor OS
Illinois
$13.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$71.4M
2
WP
2
WealthPLAN Partners
Nebraska
$5.01M
3
HCA
3
Heck Capital Advisors
Wisconsin
$324K
4
CWMU
4
Caliber Wealth Management (Utah)
Utah
$0
5
EWA
5
EP Wealth Advisors
California
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$415K -$46K -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 +$365K +14,600 New
Wealthfront Advisers
104
Wealthfront Advisers
California
$361K -$47K -1,884 -12%
WWM
105
Western Wealth Management
Colorado
$343K +$2.95K +118 +0.9%
TSS
106
Two Sigma Securities
New York
$339K +$339K +13,575 New
HWM
107
Howard Wealth Management
Connecticut
$329K -$21.6K -865 -6%
CAN
108
Cetera Advisor Networks
California
$324K +$87.1K +3,487 +37%
HCA
109
Heck Capital Advisors
Wisconsin
$324K -$3.96M -158,648 -92%
KFP
110
KMG Fiduciary Partners
Ohio
$320K -$197K -7,871 -38%
NRI
111
NFP Retirement Inc
California
$311K -$253K -10,115 -45%
SSWM
112
Strait & Sound Wealth Management
California
$298K +$24.1K +964 +9%
WJA
113
Willis Johnson & Associates
Texas
$289K +$4.55K +182 +2%
TNA
114
True North Advisors
Texas
$287K +$287K +11,500 New
KAS
115
Kestra Advisory Services
Texas
$284K +$69K +2,764 +32%
ZIM
116
Zacks Investment Management
Illinois
$282K +$282K +11,282 New
RPCA
117
Running Point Capital Advisors
California
$277K – – –
OCM
118
One Capital Management
California
$267K -$115K -4,617 -30%
IFWM
119
Institute for Wealth Management
Colorado
$257K – – –
WTC
120
WhitTier Trust Company
Nevada
$250K +$250K +10,000 New
OWA
121
Octavia Wealth Advisors
Ohio
$249K – – –
OMC
122
Old Mission Capital
Illinois
$205K +$205K +8,194 New
BAM
123
Belpointe Asset Management
Nevada
$167K +$23.9K +959 +17%
PTC
124
Private Trust Company
Ohio
$161K +$57.2K +2,291 +55%
EDRH
125
Edmond de Rothschild Holding
Switzerland
$132K -$112K -4,500 -46%
3 4
5
6 7