VanEck IG Floating Rate ETF
FLTR
155 hedge funds and large institutions have $875M invested in VanEck IG Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 20 closing their positions.
18% more capital invested
Capital invested by funds: $743M → $875M (+$131M)
1.3% more ownership
Funds ownership: 71.68% → 72.97% (+1.3%)
2% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 58
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
4% less funds holding
Funds holding: 161 → 155 (-6)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$75.9M |
| 2 |
Jane Street
New York
|
+$36.7M |
| 3 |
B
Bensler
Bellevue,
Washington
|
+$11.6M |
| 4 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
+$9.36M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.96M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$8.37M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$3.98M |
| 4 |
CWMU
Caliber Wealth Management (Utah)
Orem,
Utah
|
-$3.28M |
| 5 |
AC
Anson Capital
Tyrone,
Georgia
|
-$3.03M |
FLTR Hedge Fund Activity: Q1 2023 in Review
155 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2023, worth a combined $875M — up 18% from $743M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FLTR and 18 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 59 added.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $75.9M. The largest seller was Wells Fargo, cutting an estimated $9.96M.
- 155 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2023, down from 161 in Q4 2022.
- Funds reported $875M of VanEck IG Floating Rate ETF stock for Q1 2023, up 18% quarter-over-quarter.
- 18 funds opened new VanEck IG Floating Rate ETF positions in Q1 2023 and 20 closed out, a net change of -2 holders.
- The largest VanEck IG Floating Rate ETF buyer in Q1 2023 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $75.9M added.
- The largest VanEck IG Floating Rate ETF seller in Q1 2023 was Wells Fargo, an estimated $9.96M sold.
Based on aggregated 13F filings for Q1 2023.