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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

153 hedge funds and large institutions have $712M invested in VanEck IG Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.41%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
18
Increased
53
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FM
1
Family Management
New York
$19.3M
2
RFM
2
Royal Fund Management
Florida
$10.2M
3
PWPS
3
Pinnacle Wealth Planning Services
Ohio
$80.3M
4
CWP
4
Concord Wealth Partners
Virginia
$20.5M
5
FTUS
5
Flow Traders U.S.
New York
$4.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.2M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$576K
3
VCM
3
Virtue Capital Management
Tennessee
$16.1M
4
CP
4
Coho Partners
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PWPS
1
Pinnacle Wealth Planning Services
Ohio
$80.3M 3,618,396 +405,837 +13%
Wells Fargo
2
Wells Fargo
California
$72.1M 2,853,593 -4,533 -0.2%
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$33.3M 1,319,240 +56,799 +4%
Morgan Stanley
4
Morgan Stanley
New York
$29.1M 1,150,954 -350,647 -23%
CA
5
Capital Advantage
California
$24.3M 966,140 -51,990 -5%
Bank of America
6
Bank of America
North Carolina
$22.2M 879,234 -257,145 -23%
KPWG
7
KFA Private Wealth Group
Virginia
$21.2M 841,334 +66,993 +9%
CWP
8
Concord Wealth Partners
Virginia
$20.5M 813,543 +214,117 +36%
LPL Financial
9
LPL Financial
California
$20.4M 806,216 +51,137 +7%
FM
10
Family Management
New York
$19.3M 764,028 +764,028 New
VCM
11
Virtue Capital Management
Tennessee
$16.1M 638,558 -1,025,496 -62%
Ameriprise
12
Ameriprise
Minnesota
$15.7M 620,957 +54,624 +10%
AO
13
Advisor OS
Illinois
$14.6M 579,838 +48,985 +9%
CAMV
14
Concord Asset Management (Virginia)
Virginia
$14.4M 568,341 +52,324 +10%
DFG
15
Demars Financial Group
Washington
$14.1M 558,465 -15,242 -3%
DMBA
16
Deseret Mutual Benefit Administrators
Utah
$14M 554,023 – –
Renaissance Technologies
17
Renaissance Technologies
New York
$13.3M 527,653 -253,860 -32%
B
18
Bensler
Washington
$12.2M 484,680 +20,997 +5%
Jane Street
19
Jane Street
New York
$12.2M 484,661 -3,066,166 -86%
HNW
20
High Note Wealth
Minnesota
$11.7M 462,365 -80,753 -15%
NSIM
21
North Star Investment Management
Illinois
$11.7M 462,054 -1,672 -0.4%
WMS
22
Wealth Management Solutions
Pennsylvania
$10.3M 406,173 +2,728 +0.7%
RFM
23
Royal Fund Management
Florida
$10.2M 402,359 +402,359 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.12M 361,236 +26,919 +8%
UBS Group
25
UBS Group
Switzerland
$7.81M 309,474 -27,217 -8%
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