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VanEck IG Floating Rate ETF
FLTR

200 hedge funds and large institutions have $960M invested in VanEck IG Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

6% more funds holding

Funds holding: 189 → 200 (+11)

4% more capital invested

Capital invested by funds: $925M → $960M (+$34.7M)

7.47% less ownership

Funds ownership: 66.57% → 59.1% (-7.5%)

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
2.87%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
29
Increased
81
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$29.1M
2
RSWM
Robertson Stephens Wealth Management
California
+$14.3M
3
UBS Group
UBS Group
Switzerland
+$12M
4
PWPS
Pinnacle Wealth Planning Services
Ohio
+$8.45M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$7.75M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$149M
2
Morgan Stanley
Morgan Stanley
New York
-$14.1M
3
GFG
Goldstone Financial Group
Illinois
-$11.7M
4
Ameriprise
Ameriprise
Minnesota
-$9.22M
5
IWS
Insight Wealth Strategies
California
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
151
Ameritas Advisory Services
Nebraska
$273K +$5.79K +228 +2%
FHC
152
First Heartland Consultants
Missouri
$265K +$264K +10,410 New
BAWC
153
Boyce & Associates Wealth Consulting
Texas
$264K +$6.22K +245 +2%
IFWM
154
Institute for Wealth Management
Colorado
$260K -$30.5K -1,200 -11%
OWA
155
Octavia Wealth Advisors
Ohio
$254K – – –
HF
156
HRT Financial
New York
$250K +$250K +9,823 New
PI
157
PFG Investments
New York
$248K +$248K +9,749 New
PAG
158
Private Advisor Group
New Jersey
$238K -$50.2K -1,977 -17%
ASN
159
Advisory Services Network
Georgia
$235K – – –
CIG
160
CHB Investment Group
Pennsylvania
$229K +$229K +9,006 New
RIG
161
Ramiah Investment Group
Wisconsin
$218K +$4.88K +192 +2%
MWM
162
MGB Wealth Management
Texas
$210K – – –
TAM
163
Tucker Asset Management
Colorado
$210K -$117K -4,615 -36%
AWA
164
Arkadios Wealth Advisors
Georgia
$208K +$3.07K +121 +2%
MWP
165
Moller Wealth Partners
$204K – – –
GFG
166
Goldstone Financial Group
Illinois
$202K -$11.7M -461,782 -98%
WTC
167
WhitTier Trust Company
Nevada
$178K – – –
HI
168
Harbour Investments
Wisconsin
$175K +$6.48K +255 +4%
PTC
169
Private Trust Company
Ohio
$166K – – –
CTC
170
Central Trust Company
Missouri
$103K – – –
NS
171
NBC Securities
Alabama
$101K – – –
PS
172
Principal Securities
Iowa
$100K +$34K +1,338 +52%
Comerica Bank
173
Comerica Bank
Texas
$89.1K -$14.3K -563 -14%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$81.1K – – –
US Bancorp
175
US Bancorp
Minnesota
$77.9K – – –
5 6
7
8 9

FLTR Hedge Fund Activity: Q3 2024 in Review

200 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q3 2024, worth a combined $960M — up 3.7% from $925M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FLTR positions and 16 closed out — a net gain of 13 holders — while 81 added to existing stakes and 63 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $29.1M. The largest seller was Strategic Financial Concepts, cutting an estimated $149M.

  • 200 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $960M of VanEck IG Floating Rate ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 29 funds opened new VanEck IG Floating Rate ETF positions in Q3 2024 and 16 closed out, a net change of +13 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q3 2024 was Corient Private Wealth, an estimated $29.1M added.
  • The largest VanEck IG Floating Rate ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2024.