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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$29.1M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$14.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12M |
| 4 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
+$8.45M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$7.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$149M |
| 2 |
Morgan Stanley
New York
|
-$14.1M |
| 3 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
-$11.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.22M |
| 5 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$9.21M |
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.