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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

199 hedge funds and large institutions have $959M invested in VanEck IG Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
2.88%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
80
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$29.1M
2
RSWM
2
Robertson Stephens Wealth Management
California
$14.4M
3
UBS Group
3
UBS Group
Switzerland
$27.5M
4
PWPS
4
Pinnacle Wealth Planning Services
Ohio
$91.1M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$35.6M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$8.83M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.5M
3
GFG
3
Goldstone Financial Group
Illinois
$202K
4
Ameriprise
4
Ameriprise
Minnesota
$19.1M
5
IWS
5
Insight Wealth Strategies
California
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
101
Howard Wealth Management
Connecticut
$841K +$293K +11,494 +53%
VWM
102
Valley Wealth Managers
New Jersey
$828K -$77.3K -3,034 -9%
SPC
103
Sigma Planning Corp
Michigan
$819K -$5.43K -213 -0.7%
FPAS
104
Focus Partners Advisor Solutions
Missouri
$816K +$567K +22,243 +227%
BCM
105
Brookstone Capital Management
Illinois
$792K +$295K +11,583 +59%
MFGM
106
Marshall Financial Group (Maryland)
Maryland
$774K +$774K +30,382 New
AFC
107
AFT Forsyth & Company
Florida
$769K +$2.52K +99 +0.3%
SC
108
Seldon Capital
California
$764K – – –
AWS
109
Atria Wealth Solutions
New York
$750K -$118K -4,639 -14%
IWC
110
Integrated Wealth Concepts
Massachusetts
$703K +$25 +1 +0%
Betterment LLC
111
Betterment LLC
New York
$701K +$9.98K +392 +1%
PA
112
PFG Advisors
Arizona
$690K +$21.2K +833 +3%
NWM
113
Northwest Wealth Management
Iowa
$668K -$84.5K -3,316 -11%
IWM
114
IHT Wealth Management
Illinois
$653K +$15K +589 +2%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$636K +$325K +12,776 +105%
OC
116
Oppenheimer & Co
New York
$629K +$31.8K +1,250 +5%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$601K +$9.78K +384 +2%
RFM
118
Royal Fund Management
Florida
$592K +$592K +23,220 New
OAS
119
Optivise Advisory Services
Tennessee
$567K +$212K +8,342 +60%
MCP
120
Mirador Capital Partners
California
$565K -$9.25K -363 -2%
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$563K -$166K -6,499 -23%
FFA
122
Farther Finance Advisors
California
$541K +$541K +21,223 New
HIS
123
Harvest Investment Services
Illinois
$533K +$7.16K +281 +1%
CRI
124
Colonial River Investments
Virginia
$519K -$25.5K -1,002 -5%
AWM
125
Axxcess Wealth Management
California
$519K -$20.1K -791 -4%
3 4
5
6 7