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VanEck IG Floating Rate ETF

161 hedge funds and large institutions have $791M invested in VanEck IG Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

30% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $712M → $791M (+$78.7M)

5% more funds holding

Funds holding: 153161 (+8)

1.96% more ownership

Funds ownership: 65.34%67.3% (+2%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.56%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
27
Increased
65
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Arkadios Wealth Advisors
Georgia
$234K +$233K +9,234 New
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$227K -$3.7M -146,482 -94%
SWP
128
Stratos Wealth Partners
Ohio
$213K +$213K +8,434 New
Corient Private Wealth
129
Corient Private Wealth
Florida
$200K +$200K +7,915 New
PTC
130
Private Trust Company
Ohio
$148K -$13.4K -530 -8%
HNB
131
Huntington National Bank
Ohio
$146K
Citigroup
132
Citigroup
New York
$125K +$48K +1,902 +63%
BAM
133
Byrne Asset Management
New Jersey
$101K -$105K -4,181 Closed
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$80.5K
BONH
135
Bank of New Hampshire
New Hampshire
$70.6K
NS
136
NBC Securities
Alabama
$66K +$66.6K +2,640 New
Comerica Bank
137
Comerica Bank
Texas
$61.7K +$61.5K +2,439 New
CFD
138
Creative Financial Designs
Indiana
$46.8K
GA
139
GoalVest Advisory
New York
$33.8K +$10.8K +430 +47%
CHC
140
City Holding Co
West Virginia
$30.6K
IA
141
IFP Advisors
Florida
$30.3K +$30.3K +1,200 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$28.8K +$28.8K +1,140 New
LFASL
143
Lugano Financial Advisors SA (LFA)
Switzerland
$28.7K -$5.5K -218 -16%
CAL
144
Capital Analysts LLC
Pennsylvania
$28K +$429 +17 +2%
EWA
145
EverSource Wealth Advisors
Alabama
$27.6K -$56.1K -2,223 -67%
YDMI
146
Y.D. More Investments
Israel
$27.5K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$26K
FRA
148
Front Row Advisors
California
$20.2K
PA
149
PSI Advisors
Florida
$15.2K +$10.1K +401 +201%
HI
150
Harbour Investments
Wisconsin
$14.6K +$353 +14 +2%

FLTR Hedge Fund Activity: Q3 2023 in Review

161 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q3 2023, worth a combined $791M — up 11% from $712M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FLTR positions and 18 closed out — a net gain of 9 holders — while 65 added to existing stakes and 50 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $11M.

  • 161 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q3 2023, up from 153 in Q2 2023.
  • Funds reported $791M of VanEck IG Floating Rate ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 27 funds opened new VanEck IG Floating Rate ETF positions in Q3 2023 and 18 closed out, a net change of +9 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q3 2023 was Insight Wealth Strategies, an estimated $19.6M added.
  • The largest VanEck IG Floating Rate ETF seller in Q3 2023 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2023.