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VanEck IG Floating Rate ETF

176 hedge funds and large institutions have $803M invested in VanEck IG Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more funds holding

Funds holding: 167176 (+9)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

5% less capital invested

Capital invested by funds: $846M → $803M (-$42.4M)

8.86% less ownership

Funds ownership: 66.35%57.49% (-8.9%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.54%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
28
Increased
68
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$290K +$37.2K +1,469 +15%
PAG
127
Private Advisor Group
New Jersey
$289K -$63K -2,487 -18%
HWM
128
Howard Wealth Management
Connecticut
$281K -$30.5K -1,205 -10%
SFPG
129
Stonebridge Financial Planning Group
Florida
$271K +$20.5K +808 +8%
SWP
130
Stratos Wealth Partners
Ohio
$268K +$34.9K +1,377 +15%
OWA
131
Octavia Wealth Advisors
Ohio
$255K
Cerity Partners
132
Cerity Partners
New York
$254K +$253K +9,964 New
FPAS
133
Focus Partners Advisor Solutions
Missouri
$250K +$249K +9,805 New
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$240K -$3.74M -147,721 -94%
CAN
135
Cetera Advisor Networks
California
$233K -$83.5K -3,295 -27%
AWA
136
Arkadios Wealth Advisors
Georgia
$226K
AWA
137
Acorn Wealth Advisors
Michigan
$221K +$220K +8,670 New
BAWC
138
Boyce & Associates Wealth Consulting
Texas
$215K +$214K +8,442 New
RA
139
RFG Advisory
Alabama
$211K +$209K +8,256 New
MWM
140
MGB Wealth Management
Texas
$211K
IWM
141
IHT Wealth Management
Illinois
$205K +$203K +8,018 New
Corient Private Wealth
142
Corient Private Wealth
Florida
$204K +$202K +7,981 New
IAN
143
Integrated Advisors Network
Texas
$202K +$201K +7,920 New
WTC
144
WhitTier Trust Company
Nevada
$179K -$76.1K -3,000 -30%
PTC
145
Private Trust Company
Ohio
$166K
BFEC
146
Benjamin F. Edwards & Company
Missouri
$161K +$117K +4,609 +271%
HI
147
Harbour Investments
Wisconsin
$157K +$141K +5,560 +960%
CFD
148
Creative Financial Designs
Indiana
$149K +$101K +3,976 +215%
WP
149
WealthShield Partners
North Carolina
$125K +$63.4K +2,500 +104%
Comerica Bank
150
Comerica Bank
Texas
$109K -$28.7K -1,133 -21%

FLTR Hedge Fund Activity: Q1 2024 in Review

176 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2024, worth a combined $803M — down 5% from $846M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FLTR positions and 18 closed out — a net gain of 10 holders — while 68 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $37M.

  • 176 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $803M of VanEck IG Floating Rate ETF stock for Q1 2024, down 5% quarter-over-quarter.
  • 28 funds opened new VanEck IG Floating Rate ETF positions in Q1 2024 and 18 closed out, a net change of +10 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2024 was LPL Financial, an estimated $11.3M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2024 was Morgan Stanley, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2024.