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VanEck IG Floating Rate ETF

229 hedge funds and large institutions have $1.83B invested in VanEck IG Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

83% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 59

48% more capital invested

Capital invested by funds: $1.24B → $1.83B (+$595M)

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

8.12% more ownership

Funds ownership: 61.58%69.7% (+8.1%)

6% more funds holding

Funds holding: 216229 (+13)

Holders
229
Holders Change
+13
Holders Change %
+6.02%
% of All Funds
3.07%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
35
Increased
108
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1
Demars Financial Group
Washington
$491M +$182M +7,141,038 +132%
PWPS
2
Pinnacle Wealth Planning Services
Ohio
$106M +$7.5M +294,026 +8%
Wells Fargo
3
Wells Fargo
California
$101M +$23.8M +934,228 +31%
LPL Financial
4
LPL Financial
California
$96.6M +$18M +705,037 +23%
Morgan Stanley
5
Morgan Stanley
New York
$57.8M -$1.47M -57,641 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$49.2M +$1.96M +76,823 +4%
Wealthfront Advisers
7
Wealthfront Advisers
California
$46.7M +$4.5M +176,223 +11%
RIG
8
Ramiah Investment Group
Wisconsin
$44.6M +$44.3M +1,738,304 +21,959%
Raymond James Financial
9
Raymond James Financial
Florida
$40.9M +$15.1M +591,153 +59%
Bank of America
10
Bank of America
North Carolina
$38.1M +$14.3M +560,854 +60%
MAM
11
Milestone Asset Management
Pennsylvania
$31.8M +$29.5M +1,155,985 +1,321%
KMWM
12
Keudell/Morrison Wealth Management
Oregon
$30.4M +$30.3M +1,189,488 New
VCM
13
Virtue Capital Management
Tennessee
$30.2M +$6.99M +273,960 +30%
UBS Group
14
UBS Group
Switzerland
$28.9M -$814K -31,919 -3%
FC
15
Fusion Capital
South Carolina
$26.7M +$14.5M +568,280 +119%
Creative Planning
16
Creative Planning
Kansas
$25.5M -$1.1M -43,075 -4%
AWA
17
Arete Wealth Advisors
Illinois
$22.8M +$1.64M +64,482 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$19.1M +$3.37M +132,080 +21%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$17.7M +$1.65M +64,498 +10%
Corient Private Wealth
20
Corient Private Wealth
Florida
$17.6M +$686K +26,892 +4%
AI
21
Atria Investments
North Carolina
$16.8M +$16.5M +647,199 +7,267%
DMBA
22
Deseret Mutual Benefit Administrators
Utah
$15.1M -$2.88M -112,764 -16%
MML Investors Services
23
MML Investors Services
Massachusetts
$15M +$3.87M +151,512 +35%
OPAM
24
Ocean Park Asset Management
California
$15M
MWM
25
Modern Wealth Management
Kansas
$14.5M +$621K +24,329 +4%

FLTR Hedge Fund Activity: Q1 2025 in Review

229 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q1 2025, worth a combined $1.83B — up 48% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FLTR positions and 18 closed out — a net gain of 17 holders — while 108 added to existing stakes and 59 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $182M. The largest seller was Ameriprise, cutting an estimated $7.5M.

  • 229 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q1 2025, up from 216 in Q4 2024.
  • Funds reported $1.83B of VanEck IG Floating Rate ETF stock for Q1 2025, up 48% quarter-over-quarter.
  • 35 funds opened new VanEck IG Floating Rate ETF positions in Q1 2025 and 18 closed out, a net change of +17 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q1 2025 was Demars Financial Group, an estimated $182M added.
  • The largest VanEck IG Floating Rate ETF seller in Q1 2025 was Ameriprise, an estimated $7.5M sold.

Based on aggregated 13F filings for Q1 2025.