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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

155 hedge funds and large institutions have $874M invested in VanEck IG Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 20 closing their positions.

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.48%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
18
Increased
58
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.1M
2
Jane Street
2
Jane Street
New York
$88.7M
3
B
3
Bensler
Washington
$11.6M
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$31.5M
5
AO
5
Advisor OS
Illinois
$13.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$71.4M
2
WP
2
WealthPLAN Partners
Nebraska
$5.01M
3
HCA
3
Heck Capital Advisors
Wisconsin
$324K
4
CWMU
4
Caliber Wealth Management (Utah)
Utah
$0
5
EWA
5
EP Wealth Advisors
California
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$88.7M 3,550,827 +1,461,888 +70%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.1M 3,047,332 +3,025,529 +13,877%
Wells Fargo
3
Wells Fargo
California
$71.4M 2,858,126 -397,009 -12%
PWPS
4
Pinnacle Wealth Planning Services
Ohio
$70.3M 3,212,559 +198,775 +7%
VCM
5
Virtue Capital Management
Tennessee
$41.5M 1,664,054 -100,804 -6%
Morgan Stanley
6
Morgan Stanley
New York
$37.5M 1,501,601 +4,599 +0.3%
EDRIA
7
Edmonds Duncan Registered Investment Advisors
Kansas
$31.5M 1,262,441 +373,147 +42%
Bank of America
8
Bank of America
North Carolina
$28.4M 1,136,379 -66,407 -6%
CA
9
Capital Advantage
California
$25.3M 1,018,130 -80,032 -7%
Renaissance Technologies
10
Renaissance Technologies
New York
$19.5M 781,513 +112,950 +17%
KPWG
11
KFA Private Wealth Group
Virginia
$19.3M 774,341 +105,474 +16%
LPL Financial
12
LPL Financial
California
$18.9M 755,079 +224,762 +42%
CWP
13
Concord Wealth Partners
Virginia
$15M 599,426 -2,716 -0.5%
DFG
14
Demars Financial Group
Washington
$14.3M 573,707 +50,711 +10%
Ameriprise
15
Ameriprise
Minnesota
$14.2M 566,333 -74,397 -12%
DMBA
16
Deseret Mutual Benefit Administrators
Utah
$13.8M 554,023 – –
HNW
17
High Note Wealth
Minnesota
$13.6M 543,118 -6,960 -1%
AO
18
Advisor OS
Illinois
$13.3M 530,853 +284,565 +116%
CAMV
19
Concord Asset Management (Virginia)
Virginia
$12.9M 516,017 +207,228 +67%
VanEck Associates
20
VanEck Associates
New York
$12.4M 495,100 – –
CP
21
Coho Partners
Pennsylvania
$12.1M 485,315 +1,094 +0.2%
WIM
22
WealthPlan Investment Management
Nebraska
$11.8M 472,732 -34,806 -7%
NSIM
23
North Star Investment Management
Illinois
$11.6M 463,726 -19,776 -4%
B
24
Bensler
Washington
$11.6M 463,683 +463,683 New
WMS
25
Wealth Management Solutions
Pennsylvania
$10.1M 403,445 +12,103 +3%
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