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VanEck IG Floating Rate ETF
FLTR

155 hedge funds and large institutions have $874M invested in VanEck IG Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.29% more ownership

Funds ownership: 71.66% → 72.95% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

4% less funds holding

Funds holding: 161 → 155 (-6)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

81% less capital invested

Capital invested by funds: $4.61B → $874M (-$3.73B)

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.47%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
18
Increased
58
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$75.9M
2
Jane Street
Jane Street
New York
+$36.7M
3
B
Bensler
Washington
+$11.6M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$9.36M
5
AO
Advisor OS
Illinois
+$7.14M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.96M
2
WP
WealthPLAN Partners
Nebraska
-$8.37M
3
HCA
Heck Capital Advisors
Wisconsin
-$3.98M
4
CWMU
Caliber Wealth Management (Utah)
Utah
-$3.28M
5
AC
Anson Capital
Georgia
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
126
Byrne Asset Management
New Jersey
$128K -$335K -13,371 -72%
GWM
127
Geneos Wealth Management
Colorado
$125K -$25.1K -1,000 -17%
JP Morgan Chase
128
JP Morgan Chase
New York
$110K +$33.5K +1,335 +43%
EWA
129
EverSource Wealth Advisors
Alabama
$106K +$25.8K +1,027 +32%
HNB
130
Huntington National Bank
Ohio
$84.9K – – –
Citigroup
131
Citigroup
New York
$84.3K -$2.43K -97 -3%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$79.5K – – –
BWL
133
Bogart Wealth LLC
Virginia
$72.4K – – –
BONH
134
Bank of New Hampshire
New Hampshire
$69.7K – – –
US Bancorp
135
US Bancorp
Minnesota
$49.9K -$73K -2,909 -59%
CFD
136
Creative Financial Designs
Indiana
$46.2K – – –
WAM
137
Worth Asset Management
Texas
$36.3K +$36.5K +1,455 New
LFASL
138
Lugano Financial Advisors SA (LFA)
Switzerland
$33.8K – – –
YDMI
139
Y.D. More Investments
Israel
$27.1K – – –
CAL
140
Capital Analysts LLC
Pennsylvania
$26K +$351 +14 +1%
GI
141
Gradient Investments
Minnesota
$26K +$25.2K +1,003 +2,711%
CWA
142
Clearview Wealth Advisors
Oregon
$24K – – –
FRA
143
Front Row Advisors
California
$20K – – –
BTI
144
Blue Trust Inc
Georgia
$16K +$16K +637 New
HI
145
Harbour Investments
Wisconsin
$14K +$176 +7 +1%
IGWM
146
ICA Group Wealth Management
Colorado
$11.2K – – –
FHA
147
First Horizon Advisors
Tennessee
$6.37K – – –
PA
148
PSI Advisors
Florida
$4.99K -$13.5K -538 -73%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$3.64K +$3.49K +139 +1,986%
TRCT
150
Tower Research Capital (TRC)
New York
$3K – – –
4 5
6
7 8

FLTR Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2023, worth a combined $874M — down 81% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FLTR and 18 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 58 added.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $75.9M. The largest seller was Wells Fargo, cutting an estimated $9.96M.

  • 155 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2023, down from 161 in Q4 2022.
  • Funds reported $874M of VanEck IG Floating Rate ETF stock for Q1 2023, down 81% quarter-over-quarter.
  • 18 funds opened new VanEck IG Floating Rate ETF positions in Q1 2023 and 20 closed out, a net change of -2 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $75.9M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2023 was Wells Fargo, an estimated $9.96M sold.

Based on aggregated 13F filings for Q1 2023.