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VanEck IG Floating Rate ETF
FLTR

216 hedge funds and large institutions have $1.24B invested in VanEck IG Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

29% more capital invested

Capital invested by funds: $960M → $1.24B (+$276M)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

8% more funds holding

Funds holding: 200 → 216 (+16)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

2.48% more ownership

Funds ownership: 59.1% → 61.58% (+2.5%)

Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
2.85%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
44
Increased
81
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
Demars Financial Group
Washington
+$132M
2
Creative Planning
Creative Planning
Kansas
+$26.5M
3
LPL Financial
LPL Financial
California
+$19.7M
4
Morgan Stanley
Morgan Stanley
New York
+$17.6M
5
OPAM
Ocean Park Asset Management
California
+$14.9M

Top Sellers

1
CAMV
Concord Asset Management (Virginia)
Virginia
-$18.1M
2
CWP
Concord Wealth Partners
Virginia
-$18.1M
3
AO
Advisor OS
Illinois
-$15.1M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$12.2M
5
IWS
Insight Wealth Strategies
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1
Demars Financial Group
Washington
$213M +$132M +5,185,595 +2,317%
PWPS
2
Pinnacle Wealth Planning Services
Ohio
$98.2M -$3.2M -125,869 -3%
LPL Financial
3
LPL Financial
California
$78.3M +$19.7M +772,961 +34%
Wells Fargo
4
Wells Fargo
California
$77.3M +$6.08M +238,666 +9%
Morgan Stanley
5
Morgan Stanley
New York
$59.1M +$17.6M +692,207 +42%
Renaissance Technologies
6
Renaissance Technologies
New York
$47M +$11.3M +445,800 +32%
Wealthfront Advisers
7
Wealthfront Advisers
California
$42.1M +$6.51M +255,576 +18%
UBS Group
8
UBS Group
Switzerland
$29.6M +$2.15M +84,376 +8%
Creative Planning
9
Creative Planning
Kansas
$26.5M +$26.5M +1,040,413 New
Raymond James Financial
10
Raymond James Financial
Florida
$25.7M +$25.7M +1,008,199 New
Bank of America
11
Bank of America
North Carolina
$23.7M +$4.3M +169,053 +22%
VCM
12
Virtue Capital Management
Tennessee
$23.2M +$3.16M +124,290 +16%
AWA
13
Arete Wealth Advisors
Illinois
$21.1M +$397K +15,603 +2%
DMBA
14
Deseret Mutual Benefit Administrators
Utah
$17.9M +$809K +31,782 +5%
Ameriprise
15
Ameriprise
Minnesota
$16M -$3.11M -122,047 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$15.9M -$7.35M -288,615 -32%
Osaic Holdings
17
Osaic Holdings
Arizona
$15.7M +$3.9M +153,114 +33%
OPAM
18
Ocean Park Asset Management
California
$14.9M +$14.9M +586,700 New
RSWM
19
Robertson Stephens Wealth Management
California
$14.2M -$117K -4,594 -0.8%
MWM
20
Modern Wealth Management
Kansas
$13.9M +$2.4M +94,209 +21%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$13.1M +$980K +38,478 +8%
FC
22
Fusion Capital
South Carolina
$12.2M +$10.3M +402,670 +537%
B
23
Bensler
Washington
$11.9M +$1.18M +46,350 +11%
SFC
24
Strategic Financial Concepts
Texas
$11.7M +$2.85M +112,021 +32%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$11.5M +$11.5M +452,043 New
1
2 3 4 5

FLTR Hedge Fund Activity: Q4 2024 in Review

216 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q4 2024, worth a combined $1.24B — up 29% from $960M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLTR positions and 25 closed out — a net gain of 19 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $132M. The largest seller was Concord Asset Management (Virginia), cutting an estimated $18.1M.

  • 216 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $1.24B of VanEck IG Floating Rate ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 44 funds opened new VanEck IG Floating Rate ETF positions in Q4 2024 and 25 closed out, a net change of +19 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q4 2024 was Demars Financial Group, an estimated $132M added.
  • The largest VanEck IG Floating Rate ETF seller in Q4 2024 was Concord Asset Management (Virginia), an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.