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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

215 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, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
2.86%
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
65
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
Demars Financial Group
Washington
$213M
2
Creative Planning
Creative Planning
Kansas
$26.5M
3
LPL Financial
LPL Financial
California
$78.3M
4
Morgan Stanley
Morgan Stanley
New York
$59.1M
5
OPAM
Ocean Park Asset Management
California
$14.9M

Top Sellers

1
CAMV
Concord Asset Management (Virginia)
Virginia
$660K
2
CWP
Concord Wealth Partners
Virginia
$2.45M
3
AO
Advisor OS
Illinois
$856K
4
IWS
Insight Wealth Strategies
California
$0
5
FHA
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$352K -$763 -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 +$248K +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
5 6
7
8 9