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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$158M |
| 2 |
Renaissance Technologies
New York
|
+$15M |
| 3 |
LPL Financial
San Diego,
California
|
+$14.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.6M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
-$19.3M |
| 2 |
CA
Capital Advantage
Walnut Creek,
California
|
-$16.1M |
| 3 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$12.9M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$9.27M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$6.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Cerity Partners
New York
| – | -$254K | -9,964 | Closed |
|
|
RA
202
RFG Advisory
Birmingham,
Alabama
| – | -$211K | -8,256 | Closed |
|
203
Corient Private Wealth
Miami,
Florida
| – | -$204K | -7,981 | Closed |
|
|
FGAM
204
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$63.1K | -2,473 | Closed |
|
|
HR
205
Howe & Rusling
Rochester,
New York
| – | -$51K | -2,000 | Closed |
|
|
GA
206
GoalVest Advisory
New York
| – | -$11K | -430 | Closed |
|
|
FAM
207
Family Asset Management
Charleston,
South Carolina
| – | -$510 | -20 | Closed |
|
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.