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VanEck IG Floating Rate ETF
FLTR

176 hedge funds and large institutions have $803M invested in VanEck IG Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

5% more funds holding

Funds holding: 167 → 176 (+9)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

5% less capital invested

Capital invested by funds: $846M → $803M (-$42.4M)

8.86% less ownership

Funds ownership: 66.35% → 57.49% (-8.9%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.54%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
28
Increased
68
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.3M
2
ACM
Avalon Capital Management
California
+$9.21M
3
GM
GeoWealth Management
Illinois
+$6.31M
4
Wells Fargo
Wells Fargo
California
+$4.06M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$37M
2
Jane Street
Jane Street
New York
-$11.3M
3
CA
Capital Advantage
California
-$9.67M
4
PWPS
Pinnacle Wealth Planning Services
Ohio
-$8.97M
5
Renaissance Technologies
Renaissance Technologies
New York
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1
Pinnacle Wealth Planning Services
Ohio
$82.9M -$8.97M -353,795 -9%
Wells Fargo
2
Wells Fargo
California
$70.3M +$4.06M +160,047 +6%
Morgan Stanley
3
Morgan Stanley
New York
$43.5M -$37M -1,457,862 -46%
LPL Financial
4
LPL Financial
California
$40.1M +$11.3M +444,615 +39%
EDRIA
5
Edmonds Duncan Registered Investment Advisors
Kansas
$38.5M +$740K +29,179 +2%
Wealthfront Advisers
6
Wealthfront Advisers
California
$29.4M -$3.76M -148,155 -11%
KPWG
7
KFA Private Wealth Group
Virginia
$24.7M +$1.36M +53,561 +6%
Ameriprise
8
Ameriprise
Minnesota
$24.6M -$3.02M -119,181 -11%
Renaissance Technologies
9
Renaissance Technologies
New York
$24.3M -$6.21M -244,800 -20%
Bank of America
10
Bank of America
North Carolina
$21.7M +$2.19M +86,405 +11%
CWP
11
Concord Wealth Partners
Virginia
$20.4M +$1.07M +42,198 +6%
IWS
12
Insight Wealth Strategies
California
$20M -$2.47M -97,334 -11%
VCM
13
Virtue Capital Management
Tennessee
$18.8M -$3.63M -143,321 -16%
B
14
Bensler
Washington
$17.2M +$2.14M +84,225 +14%
CAMV
15
Concord Asset Management (Virginia)
Virginia
$17M +$1.38M +54,353 +9%
CA
16
Capital Advantage
California
$16.1M -$9.67M -381,279 -38%
AO
17
Advisor OS
Illinois
$16.1M +$996K +39,308 +7%
SL
18
Systelligence LLC
Minnesota
$15.5M -$50.1K -1,975 -0.3%
DFG
19
Demars Financial Group
Washington
$13.5M -$1.67M -65,967 -11%
WIM
20
WealthPlan Investment Management
Nebraska
$12.4M +$947K +37,361 +8%
DMBA
21
Deseret Mutual Benefit Administrators
Utah
$12M -$2.1M -82,742 -15%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$11.6M +$2.6M +102,675 +29%
UBS Group
23
UBS Group
Switzerland
$10.9M +$1.01M +39,680 +10%
ACM
24
Avalon Capital Management
California
$9.27M +$9.21M +363,407 New
HNW
25
High Note Wealth
Minnesota
$9.21M -$121K -4,755 -1%
1
2 3 4 5

FLTR Hedge Fund Activity: Q1 2024 in Review

176 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2024, worth a combined $803M — down 5% from $846M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FLTR positions and 18 closed out — a net gain of 10 holders — while 68 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $37M.

  • 176 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $803M of VanEck IG Floating Rate ETF stock for Q1 2024, down 5% quarter-over-quarter.
  • 28 funds opened new VanEck IG Floating Rate ETF positions in Q1 2024 and 18 closed out, a net change of +10 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2024 was LPL Financial, an estimated $11.3M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2024 was Morgan Stanley, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2024.