VanEck IG Floating Rate ETF
FLTR
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, 54 increasing their positions, 66 reducing their positions, and 19 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
1% less funds holding
Funds holding: 155 → 153 (-2)
7.57% less ownership
Funds ownership: 72.97% → 65.4% (-7.6%)
18% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 66
19% less capital invested
Capital invested by funds: $875M → $712M (-$162M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Family Management
New York
|
+$19.2M |
| 2 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
+$10.2M |
| 3 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$10.1M |
| 4 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$5.37M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$76.9M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$75.8M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$25.7M |
| 4 |
CP
Coho Partners
Berwyn,
Pennsylvania
|
-$12.1M |
| 5 |
Morgan Stanley
New York
|
-$8.79M |
FLTR Hedge Fund Activity: Q2 2023 in Review
153 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q2 2023, worth a combined $712M — down 19% from $875M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of FLTR and 18 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 54 added.
The largest buyer was Family Management, opening a new position worth an estimated $19.2M. The largest seller was Jane Street, cutting an estimated $76.9M.
- 153 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q2 2023, down from 155 in Q1 2023.
- Funds reported $712M of VanEck IG Floating Rate ETF stock for Q2 2023, down 19% quarter-over-quarter.
- 18 funds opened new VanEck IG Floating Rate ETF positions in Q2 2023 and 19 closed out, a net change of -1 holder.
- The largest VanEck IG Floating Rate ETF buyer in Q2 2023 was Family Management, an estimated $19.2M added.
- The largest VanEck IG Floating Rate ETF seller in Q2 2023 was Jane Street, an estimated $76.9M sold.
Based on aggregated 13F filings for Q2 2023.