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VanEck IG Floating Rate ETF

216 hedge funds and large institutions have $1.24B invested in VanEck IG Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

29% more capital invested

Capital invested by funds: $960M → $1.24B (+$276M)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

8% more funds holding

Funds holding: 200216 (+16)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.48% more ownership

Funds ownership: 59.1%61.58% (+2.5%)

Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
2.85%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
44
Increased
81
Reduced
66
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$352K -$764 -30 -0.2%
PIA
152
Perennial Investment Advisors
California
$332K -$51.6K -2,026 -13%
HCA
153
Heck Capital Advisors
Wisconsin
$330K
CIG
154
CHB Investment Group
Pennsylvania
$326K +$96.6K +3,793 +42%
AWA
155
Acorn Wealth Advisors
Michigan
$310K -$1.15K -45 -0.4%
IAN
156
Integrated Advisors Network
Texas
$305K -$5.6K -220 -2%
RIL
157
Rothschild Investment LLC
Illinois
$305K
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$305K
CFO
159
Callan Family Office
Pennsylvania
$304K
Baird Financial Group
160
Baird Financial Group
Wisconsin
$300K +$300K +11,782 New
BAWC
161
Boyce & Associates Wealth Consulting
Texas
$284K +$20.8K +818 +8%
GMFG
162
Greater Midwest Financial Group
Minnesota
$281K +$281K +11,027 New
IW
163
IronOak Wealth
Texas
$271K +$271K +10,648 New
TFS
164
Thoroughbred Financial Services
Tennessee
$268K +$268K +10,538 New
PI
165
PFG Investments
New York
$267K +$19.3K +759 +8%
FHC
166
First Heartland Consultants
Missouri
$264K -$484 -19 -0.2%
OWA
167
Octavia Wealth Advisors
Ohio
$254K
Kovitz Investment Group Partners
168
Kovitz Investment Group Partners
Illinois
$251K +$251K +9,867 New
SA
169
Sanctuary Advisors
Indiana
$248K +$247K +9,719 New
PAG
170
Private Advisor Group
New Jersey
$238K
CAM
171
Concorde Asset Management
Michigan
$231K +$231K +9,077 New
TI
172
TrueMark Investments
Illinois
$229K -$202K -7,941 -47%
AI
173
Atria Investments
North Carolina
$227K -$6.95M -273,147 -97%
IFWM
174
Institute for Wealth Management
Colorado
$221K -$38.2K -1,500 -15%
SF
175
SageOak Financial
Oklahoma
$218K +$218K +8,578 New

FLTR Hedge Fund Activity: Q4 2024 in Review

216 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2024, worth a combined $1.24B — up 29% from $960M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLTR positions and 25 closed out — a net gain of 19 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $132M. The largest seller was Concord Asset Management (Virginia), cutting an estimated $18.1M.

  • 216 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $1.24B of VanEck IG Floating Rate ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 44 funds opened new VanEck IG Floating Rate ETF positions in Q4 2024 and 25 closed out, a net change of +19 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2024 was Demars Financial Group, an estimated $132M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2024 was Concord Asset Management (Virginia), an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.