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VanEck IG Floating Rate ETF
FLTR

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: 176 → 189 (+13)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-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
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$158M
2
Renaissance Technologies
Renaissance Technologies
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.6M
5
AWA
Arete Wealth Advisors
Illinois
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
KPWG
KFA Private Wealth Group
Virginia
-$19.3M
2
CA
Capital Advantage
California
-$16.1M
3
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$12.9M
4
ACM
Avalon Capital Management
California
-$9.27M
5
GM
GeoWealth Management
Illinois
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
151
Advisory Services Network
Georgia
$235K +$234K +9,199 New
WIA
152
World Investment Advisors
California
$234K +$234K +9,187 New
RIG
153
Ramiah Investment Group
Wisconsin
$213K -$103K -4,066 -33%
MWM
154
MGB Wealth Management
Texas
$210K – – –
AWA
155
Arkadios Wealth Advisors
Georgia
$205K -$20.3K -798 -9%
MWP
156
Moller Wealth Partners
$204K +$204K +8,000 New
WTC
157
WhitTier Trust Company
Nevada
$179K – – –
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$178K +$178K +7,000 New
HI
159
Harbour Investments
Wisconsin
$169K +$12.6K +494 +8%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$168K +$7.5K +295 +5%
PTC
161
Private Trust Company
Ohio
$166K – – –
CFD
162
Creative Financial Designs
Indiana
$150K +$1.55K +61 +1%
Comerica Bank
163
Comerica Bank
Texas
$104K -$4.99K -196 -5%
CTC
164
Central Trust Company
Missouri
$103K – – –
NS
165
NBC Securities
Alabama
$101K +$27.1K +1,066 +37%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$81.2K -$14.5K -568 -15%
US Bancorp
167
US Bancorp
Minnesota
$78.1K +$77.8K +3,060 New
PS
168
Principal Securities
Iowa
$66K +$15K +589 +29%
IA
169
IFP Advisors
Florida
$44.6K – – –
CAL
170
Capital Analysts LLC
Pennsylvania
$29K -$69.1K -2,718 -70%
YDMI
171
Y.D. More Investments
Israel
$27.7K – – –
VanEck Associates
172
VanEck Associates
New York
$27K +$19.8K +778 +295%
CA
173
CoreCap Advisors
Michigan
$26.3K – – –
BWP
174
Baldwin Wealth Partners
Massachusetts
$17.8K – – –
PA
175
PSI Advisors
Florida
$16.1K +$254 +10 +2%
5 6
7
8 9

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.