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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.16K +126 +1,260%
LFG
152
Larson Financial Group
Missouri
$2.47K – – –
FGAM
153
Financial Gravity Asset Management
Texas
$755 – – –
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$639 +$20.3K +808 +3%
AssetMark Inc
155
AssetMark Inc
California
$100 +$100 +4 New
AWM
156
Avior Wealth Management
Nebraska
$99 – – –
CWMU
157
Caliber Wealth Management (Utah)
Utah
– -$3.28M -131,635 Closed
MCC
158
Money Concepts Capital
Florida
– -$1.69M -68,052 Closed
CI
159
Ceera Investments
Texas
– -$1.54M -62,085 Closed
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
– -$822K -33,025 Closed
SC
161
Seldon Capital
California
– -$746K -30,000 Closed
WSTAM
162
Wilbanks Smith & Thomas Asset Management
Virginia
– -$443K -17,791 Closed
MA
163
MJP Associates
Connecticut
– -$436K -17,515 Closed
BCM
164
Brookstone Capital Management
Illinois
– -$297K -11,897 Closed
MAP
165
Milestone Advisory Partners
North Carolina
– -$272K -10,935 Closed
PAS
166
Park Avenue Securities
New York
– -$255K -10,254 Closed
WAM
167
Warberg Asset Management
Illinois
– -$250K -10,046 Closed
MA
168
Mutual Advisors
Nebraska
– -$223K -8,949 Closed
SWP
169
Stratos Wealth Partners
Ohio
– -$218K -8,757 Closed
USCWA
170
U.S. Capital Wealth Advisors
Texas
– -$49.8K -2,000 Closed
ASN
171
Advisory Services Network
Georgia
– -$28.2K -1,134 Closed
IA
172
IFP Advisors
Florida
– -$12K -374 Closed
NA
173
NewEdge Advisors
Louisiana
– -$8.07K -324 Closed
AA
174
AlphaMark Advisors
Kentucky
– -$5K -200 Closed
WWM
175
Wolff Wiese Magana
California
– -$2.26K -91 Closed
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.