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VanEck IG Floating Rate ETF

216 hedge funds and large institutions have $1.24B invested in VanEck IG Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

29% more capital invested

Capital invested by funds: $960M → $1.24B (+$276M)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

8% more funds holding

Funds holding: 200216 (+16)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.48% more ownership

Funds ownership: 59.1%61.58% (+2.5%)

Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
2.85%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
44
Increased
81
Reduced
66
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
101
NewSquare Capital
Pennsylvania
$969K +$40.2K +1,578 +4%
OWM
102
OneAscent Wealth Management
Alabama
$968K +$969K +38,050 New
HFO
103
Heritage Family Offices
Arizona
$956K +$99.3K +3,902 +12%
HIS
104
Harvest Investment Services
Illinois
$940K +$408K +16,034 +77%
OC
105
Oppenheimer & Co
New York
$899K +$270K +10,616 +43%
OAS
106
Optivise Advisory Services
Tennessee
$883K +$316K +12,410 +56%
AO
107
Advisor OS
Illinois
$856K -$15.1M -593,279 -95%
PCM
108
Pointe Capital Management
Michigan
$855K -$15.2K -599 -2%
VWM
109
Valley Wealth Managers
New Jersey
$798K -$29.1K -1,144 -4%
WWA
110
Wealth Watch Advisors
Colorado
$782K +$783K +30,742 New
MFGM
111
Marshall Financial Group (Maryland)
Maryland
$777K +$3.74K +147 +0.5%
SPC
112
Sigma Planning Corp
Michigan
$772K -$46.6K -1,831 -6%
AFC
113
AFT Forsyth & Company
Florida
$771K +$3.18K +125 +0.4%
SC
114
Seldon Capital
California
$764K
SMWM
115
Silvia McColl Wealth Management
California
$762K -$189K -7,433 -20%
PA
116
PFG Advisors
Arizona
$747K +$57.8K +2,270 +8%
AWS
117
Atria Wealth Solutions
New York
$735K -$14.6K -574 -2%
Betterment LLC
118
Betterment LLC
New York
$722K +$21.2K +833 +3%
SWP
119
ShoreHaven Wealth Partners
New Jersey
$717K +$416K +16,348 +138%
IWC
120
Integrated Wealth Concepts
Massachusetts
$702K
IAA
121
Independent Advisor Alliance
North Carolina
$701K +$701K +27,544 New
EWA
122
EP Wealth Advisors
California
$686K -$155K -6,079 -18%
IWM
123
IHT Wealth Management
Illinois
$672K +$19.3K +759 +3%
IAS
124
Insigneo Advisory Services
Florida
$666K +$666K +26,157 New
ASN
125
Advisory Services Network
Georgia
$665K +$431K +16,926 +184%

FLTR Hedge Fund Activity: Q4 2024 in Review

216 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2024, worth a combined $1.24B — up 29% from $960M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLTR positions and 25 closed out — a net gain of 19 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $132M. The largest seller was Concord Asset Management (Virginia), cutting an estimated $18.1M.

  • 216 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $1.24B of VanEck IG Floating Rate ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 44 funds opened new VanEck IG Floating Rate ETF positions in Q4 2024 and 25 closed out, a net change of +19 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2024 was Demars Financial Group, an estimated $132M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2024 was Concord Asset Management (Virginia), an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.