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VanEck IG Floating Rate ETF

189 hedge funds and large institutions have $925M invested in VanEck IG Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 41

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $803M → $925M (+$122M)

9.08% more ownership

Funds ownership: 57.49%66.57% (+9.1%)

7% more funds holding

Funds holding: 176189 (+13)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
189
Holders Change
+13
Holders Change %
+7.39%
% of All Funds
2.73%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
33
Increased
92
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
126
Running Point Capital Advisors
California
$378K +$53.1K +2,086 +16%
OAS
127
Optivise Advisory Services
Tennessee
$356K +$355K +13,937 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$354K +$353K +13,893 New
CCAL
129
City Center Advisors LLC
Michigan
$339K
HCA
130
Heck Capital Advisors
Wisconsin
$331K
TAM
131
Tucker Asset Management
Colorado
$328K -$13.7K -538 -4%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$317K +$316K +12,439 New
Jones Financial Companies
133
Jones Financial Companies
Missouri
$312K +$6.03K +237 +2%
RIL
134
Rothschild Investment LLC
Illinois
$306K
SFPG
135
Stonebridge Financial Planning Group
Florida
$297K +$25.9K +1,020 +10%
TNA
136
True North Advisors
Texas
$293K
IFWM
137
Institute for Wealth Management
Colorado
$291K -$2.54K -100 -0.9%
PAG
138
Private Advisor Group
New Jersey
$289K
WAM
139
Worth Asset Management
Texas
$286K -$19.6K -770 -6%
SWM
140
Silverlake Wealth Management
Vermont
$284K -$25.4K -1,000 -8%
SWP
141
Stratos Wealth Partners
Ohio
$278K +$10.5K +411 +4%
AWA
142
Acorn Wealth Advisors
Michigan
$276K +$54.5K +2,141 +25%
GRP
143
Global Retirement Partners
California
$270K -$20.4K -800 -7%
AAS
144
Ameritas Advisory Services
Nebraska
$267K -$89.5K -3,518 -25%
BAWC
145
Boyce & Associates Wealth Consulting
Texas
$258K +$42.5K +1,672 +20%
IAN
146
Integrated Advisors Network
Texas
$256K +$53.6K +2,105 +27%
OWA
147
Octavia Wealth Advisors
Ohio
$255K
FPAS
148
Focus Partners Advisor Solutions
Missouri
$250K
BCG
149
Breakwater Capital Group
New Jersey
$244K -$55.6K -2,186 -19%
SFC
150
Strategic Financial Concepts
Texas
$244K +$158M +6,223,357 New

FLTR Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q2 2024, worth a combined $925M — up 15% from $803M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FLTR positions and 17 closed out — a net gain of 16 holders — while 92 added to existing stakes and 41 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $158M. The largest seller was KFA Private Wealth Group, cutting an estimated $19.3M.

  • 189 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q2 2024, up from 176 in Q1 2024.
  • Funds reported $925M of VanEck IG Floating Rate ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 33 funds opened new VanEck IG Floating Rate ETF positions in Q2 2024 and 17 closed out, a net change of +16 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $158M added.
  • The largest VanEck IG Floating Rate ETF seller in Q2 2024 was KFA Private Wealth Group, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2024.