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VanEck IG Floating Rate ETF
FLTR

161 hedge funds and large institutions have $4.61B invested in VanEck IG Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more capital invested

Capital invested by funds: $755M → $4.61B (+$3.85B)

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

9% more funds holding

Funds holding: 148 → 161 (+13)

3.52% more ownership

Funds ownership: 68.14% → 71.66% (+3.5%)

28% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 67

Holders
161
Holders Change
+13
Holders Change %
+8.78%
% of All Funds
2.59%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
31
Increased
48
Reduced
67
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$51.8M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$18.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$14.6M
4
KPWG
KFA Private Wealth Group
Virginia
+$3.42M
5
CWMU
Caliber Wealth Management (Utah)
Utah
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
-$32.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$21.5M
3
Bank of America
Bank of America
North Carolina
-$13.9M
4
Wells Fargo
Wells Fargo
California
-$12.3M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$9.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
126
Financial Gravity Asset Management
Texas
$175K -$3.72K -150 -86%
CFGS
127
Concourse Financial Group Securities
Alabama
$150K -$6.88K -277 -4%
GWM
128
Geneos Wealth Management
Colorado
$149K -$49.6K -2,000 -25%
BAM
129
Belpointe Asset Management
Nevada
$142K -$2.48K -100 -2%
US Bancorp
130
US Bancorp
Minnesota
$122K – – –
PTC
131
Private Trust Company
Ohio
$104K +$103K +4,163 New
Citigroup
132
Citigroup
New York
$86.5K – – –
EWA
133
EverSource Wealth Advisors
Alabama
$80.3K +$30.9K +1,244 +63%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$79.2K – – –
JP Morgan Chase
135
JP Morgan Chase
New York
$77K -$361K -14,559 -83%
BWL
136
Bogart Wealth LLC
Virginia
$72.1K -$71.9K -2,898 -50%
BONH
137
Bank of New Hampshire
New Hampshire
$69K – – –
USCWA
138
U.S. Capital Wealth Advisors
Texas
$49.8K +$49.6K +2,000 New
CFD
139
Creative Financial Designs
Indiana
$46.1K -$82.3K -3,317 -64%
LFASL
140
Lugano Financial Advisors SA (LFA)
Switzerland
$33.7K – – –
ASN
141
Advisory Services Network
Georgia
$28.2K +$28.1K +1,134 New
YDMI
142
Y.D. More Investments
Israel
$27K +$27K +1,086 New
CAL
143
Capital Analysts LLC
Pennsylvania
$26K +$248 +10 +1%
CWA
144
Clearview Wealth Advisors
Oregon
$23.9K -$18.4K -740 -44%
FRA
145
Front Row Advisors
California
$20K – – –
PA
146
PSI Advisors
Florida
$18.4K +$248 +10 +1%
HI
147
Harbour Investments
Wisconsin
$13.7K +$199 +8 +1%
IA
148
IFP Advisors
Florida
$12K -$4.86K -196 -34%
IGWM
149
ICA Group Wealth Management
Colorado
$11.3K +$11.2K +450 New
HNB
150
Huntington National Bank
Ohio
$9.95K – – –
4 5
6
7 8

FLTR Hedge Fund Activity: Q4 2022 in Review

161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2022, worth a combined $4.61B — up 510% from $755M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FLTR positions and 16 closed out — a net gain of 15 holders — while 48 added to existing stakes and 67 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $51.8M. The largest seller was Virtue Capital Management, cutting an estimated $32.3M.

  • 161 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $4.61B of VanEck IG Floating Rate ETF stock for Q4 2022, up 510% quarter-over-quarter.
  • 31 funds opened new VanEck IG Floating Rate ETF positions in Q4 2022 and 16 closed out, a net change of +15 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2022 was Jane Street, an estimated $51.8M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2022 was Virtue Capital Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q4 2022.