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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

153 hedge funds and large institutions have $712M invested in VanEck IG Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.41%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
18
Increased
53
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FM
1
Family Management
New York
$19.3M
2
RFM
2
Royal Fund Management
Florida
$10.2M
3
PWPS
3
Pinnacle Wealth Planning Services
Ohio
$80.3M
4
CWP
4
Concord Wealth Partners
Virginia
$20.5M
5
FTUS
5
Flow Traders U.S.
New York
$4.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.2M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$576K
3
VCM
3
Virtue Capital Management
Tennessee
$16.1M
4
CP
4
Coho Partners
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$485K +$485K +19,208 New
JWS
102
Juncture Wealth Strategies
Arizona
$476K -$103K -4,064 -18%
OC
103
Oppenheimer & Co
New York
$461K -$41K -1,625 -8%
AM
104
AGF Management
Ontario, Canada
$421K -$65.8K -2,605 -14%
PAG
105
Private Advisor Group
New Jersey
$416K -$3.38K -134 -0.8%
CWM
106
Collaborative Wealth Management
Florida
$396K -$131K -5,183 -25%
BCG
107
Breakwater Capital Group
New Jersey
$357K -$86.6K -3,431 -20%
WWM
108
Western Wealth Management
Colorado
$352K +$5.03K +199 +1%
HCA
109
Heck Capital Advisors
Wisconsin
$328K +$25 +1 +0%
WJA
110
Willis Johnson & Associates
Texas
$324K +$31.6K +1,252 +11%
IFWM
111
Institute for Wealth Management
Colorado
$321K +$60.6K +2,400 +23%
TAM
112
Tucker Asset Management
Colorado
$318K -$50.5K -2,000 -14%
KAS
113
Kestra Advisory Services
Texas
$314K +$26.8K +1,062 +9%
HWM
114
Howard Wealth Management
Connecticut
$307K -$25.6K -1,015 -8%
RIL
115
Rothschild Investment LLC
Illinois
$304K +$304K +12,050 New
CAN
116
Cetera Advisor Networks
California
$293K -$34.6K -1,370 -11%
RPCA
117
Running Point Capital Advisors
California
$291K +$10.7K +425 +4%
TNA
118
True North Advisors
Texas
$290K – – –
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$278K -$224K -8,884 -45%
WTC
120
WhitTier Trust Company
Nevada
$253K – – –
OWA
121
Octavia Wealth Advisors
Ohio
$252K – – –
HighTower Advisors
122
HighTower Advisors
Illinois
$245K +$245K +9,713 New
KFGK
123
Keystone Financial Group (Kentucky)
Kentucky
$209K +$209K +8,263 New
PWM
124
Perigon Wealth Management
California
$204K +$204K +8,090 New
FGAM
125
Financial Gravity Asset Management
Texas
$172K – – –
3 4
5
6 7