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VanEck IG Floating Rate ETF

222 hedge funds and large institutions have $1.31B invested in VanEck IG Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 90 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 89

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

3% less funds holding

Funds holding: 229222 (-7)

16.02% less ownership

Funds ownership: 69.7%53.67% (-16%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

29% less capital invested

Capital invested by funds: $1.83B → $1.31B (-$523M)

Holders
222
Holders Change
-7
Holders Change %
-3.06%
% of All Funds
2.92%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
19
Increased
90
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$132M +$84.5M +3,329,539 +182%
Wells Fargo
2
Wells Fargo
California
$110M +$8.61M +339,264 +9%
PWPS
3
Pinnacle Wealth Planning Services
Ohio
$109M +$3.05M +120,351 +3%
LPL Financial
4
LPL Financial
California
$105M +$9.03M +355,822 +9%
Morgan Stanley
5
Morgan Stanley
New York
$56.9M -$763K -30,098 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$42.9M +$2.07M +81,597 +5%
KMWM
7
Keudell/Morrison Wealth Management
Oregon
$41.1M +$10.7M +420,374 +35%
Renaissance Technologies
8
Renaissance Technologies
New York
$33.2M -$15.7M -620,723 -32%
Bank of America
9
Bank of America
North Carolina
$29.7M -$8.32M -327,999 -22%
UBS Group
10
UBS Group
Switzerland
$29.5M +$622K +24,526 +2%
VCM
11
Virtue Capital Management
Tennessee
$28.2M -$1.96M -77,412 -7%
FC
12
Fusion Capital
South Carolina
$27.6M +$927K +36,537 +3%
AWA
13
Arete Wealth Advisors
Illinois
$24.7M +$1.92M +75,774 +8%
Creative Planning
14
Creative Planning
Kansas
$24.4M -$1.03M -40,681 -4%
KAM
15
Kensington Asset Management
Texas
$24.2M +$24M +947,498 New
Osaic Holdings
16
Osaic Holdings
Arizona
$20.1M +$1.04M +40,821 +5%
OPAM
17
Ocean Park Asset Management
California
$15M
DMBA
18
Deseret Mutual Benefit Administrators
Utah
$14.3M -$818K -32,266 -5%
MML Investors Services
19
MML Investors Services
Massachusetts
$14M -$932K -36,727 -6%
DFG
20
Demars Financial Group
Washington
$13.1M -$305M -12,036,005 -96%
SFC
21
Strategic Financial Concepts
Texas
$13.1M +$830K +32,740 +7%
TPWM
22
Twelve Points Wealth Management
Massachusetts
$12.9M +$1.12M +44,130 +10%
Ameriprise
23
Ameriprise
Minnesota
$12.9M +$4.51M +177,757 +53%
WPIC
24
White Pine Investment Company
Michigan
$12.3M +$2.87M +113,010 +31%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.9M -$2.11M -83,049 -15%

FLTR Hedge Fund Activity: Q2 2025 in Review

222 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q2 2025, worth a combined $1.31B — down 29% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FLTR and 19 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 90 added.

The largest buyer was Wealthfront Advisers, adding an estimated $84.5M. The largest seller was Demars Financial Group, cutting an estimated $305M.

  • 222 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q2 2025, down from 229 in Q1 2025.
  • Funds reported $1.31B of VanEck IG Floating Rate ETF stock for Q2 2025, down 29% quarter-over-quarter.
  • 19 funds opened new VanEck IG Floating Rate ETF positions in Q2 2025 and 21 closed out, a net change of -2 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q2 2025 was Wealthfront Advisers, an estimated $84.5M added.
  • The largest VanEck IG Floating Rate ETF seller in Q2 2025 was Demars Financial Group, an estimated $305M sold.

Based on aggregated 13F filings for Q2 2025.