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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

215 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, 65 reducing their positions, and 25 closing their positions.

Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
2.86%
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
65
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
1
Demars Financial Group
Washington
$213M
2
Creative Planning
2
Creative Planning
Kansas
$26.5M
3
LPL Financial
3
LPL Financial
California
$78.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.1M
5
OPAM
5
Ocean Park Asset Management
California
$14.9M

Top Sellers

1
CAMV
1
Concord Asset Management (Virginia)
Virginia
$660K
2
CWP
2
Concord Wealth Partners
Virginia
$2.45M
3
AO
3
Advisor OS
Illinois
$856K
4
IWS
4
Insight Wealth Strategies
California
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
101
NewSquare Capital
Pennsylvania
$969K +$40.2K +1,578 +4%
OWM
102
OneAscent Wealth Management
Alabama
$968K +$968K +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 +$782K +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%
3 4
5
6 7