FLTR icon

VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

188 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, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+13
Holders Change %
+7.43%
% 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
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$39.3M
2
LPL Financial
2
LPL Financial
California
$54.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.2M
4
AWA
4
Arete Wealth Advisors
Illinois
$16.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$55.7M

Top Sellers

1
KPWG
1
KFA Private Wealth Group
Virginia
$5.38M
2
CA
2
Capital Advantage
California
$0
3
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$25.6M
4
ACM
4
Avalon Capital Management
California
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
126
Running Point Capital Advisors
California
$378K +$53.2K +2,086 +16%
OAS
127
Optivise Advisory Services
Tennessee
$356K +$356K +13,937 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$354K +$354K +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 +$317K +12,439 New
Jones Financial Companies
133
Jones Financial Companies
Missouri
$312K +$6.05K +237 +2%
RIL
134
Rothschild Investment LLC
Illinois
$306K – – –
SFPG
135
Stonebridge Financial Planning Group
Florida
$297K +$26K +1,020 +10%
TNA
136
True North Advisors
Texas
$293K – – –
IFWM
137
Institute for Wealth Management
Colorado
$291K -$2.55K -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 -$25.5K -1,000 -8%
SWP
141
Stratos Wealth Partners
Ohio
$278K +$10.5K +411 +4%
AWA
142
Acorn Wealth Advisors
Michigan
$276K +$54.6K +2,141 +25%
GRP
143
Global Retirement Partners
California
$270K -$20.4K -800 -7%
AAS
144
Ameritas Advisory Services
Nebraska
$267K -$89.7K -3,518 -25%
BAWC
145
Boyce & Associates Wealth Consulting
Texas
$258K +$42.7K +1,672 +20%
IAN
146
Integrated Advisors Network
Texas
$256K +$53.7K +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 -$55.8K -2,186 -19%
SFC
150
Strategic Financial Concepts
Texas
$244K +$244K +6,223,357 New
4 5
6
7 8