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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.26 +0.01 (+0.02%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$324.05M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$60.49M
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CLOI Institutional Buying and Selling by Quarter

VanEck CLO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Optivise Advisory Services LLC10,582$559K0.3%N/A0.055%
4/15/2025 Chris Bulman Inc9,214$487K0.3%-3.9%0.048%
4/15/2025 Redhawk Wealth Advisors Inc.636,442$33.63M4.5%-32.6%3.315%
4/15/2025 Simplicity Wealth LLC4,934$261K0.0%N/A0.026%
4/14/2025 Destiny Wealth Partners LLC4,287$227K0.0%-6.8%0.022%
4/14/2025 Portside Wealth Group LLC4,486$237K0.0%N/A0.023%
4/14/2025 Capital Investment Advisors LLC1,122,520$59.31M1.2%+21.2%5.846%
4/10/2025 Sugar Maple Asset Management LLC70,256$3.71M2.9%+12.4%0.366%
4/10/2025 Cathy Pareto & Associates Inc.14,925$789K0.7%N/A0.078%
4/10/2025 Iams Wealth Management LLC12,986$686K0.3%+22.3%0.068%
4/9/2025 Milestone Asset Management LLC18,178$961K0.2%-9.1%0.095%
4/9/2025 Gradient Investments LLC275,605$14.56M0.3%+6.6%1.435%
4/8/2025 Lowe Wealth Advisors LLC9,969$527K0.2%+106.3%0.052%
3/24/2025Fulcrum Equity Management6,228$329K0.3%-48.4%0.033%
3/10/2025Mattson Financial Services LLC2,465$131K0.0%+44.3%0.014%
3/6/2025IronOak Wealth LLC.60,332$3.18M3.6%N/A0.341%
2/28/2025Park Square Financial Group LLC2,669$141K0.1%N/A0.044%
2/19/2025Richmond Investment Services LLC19,850$1.05M0.6%N/A0.325%
2/18/2025Sunbelt Securities Inc.4,618$244K0.0%-54.1%0.076%
2/18/2025GTS Securities LLC8,906$470K0.0%N/A0.146%
2/18/2025Stonebridge Financial Planning Group LLC7,917$418K0.2%+3.9%0.130%
2/18/2025Mpwm Advisory Solutions LLC58,175$3.07M2.2%N/A0.954%
2/17/2025Waverly Advisors LLC9,444$498K0.0%+20.0%0.155%
2/17/2025Visionary Wealth Advisors46,990$2.48M0.1%+43.3%0.770%
2/17/2025NorthRock Partners LLC4,433$234K0.0%N/A0.073%
2/17/2025FWL Investment Management LLC990$52K0.0%N/A0.016%
2/17/2025CoreCap Advisors LLC34,824$1.84M0.1%-49.7%0.571%
2/17/2025Ancora Advisors LLC63,373$3.34M0.1%+19.6%1.039%
2/14/2025Mercer Global Advisors Inc. ADV24,999$1.32M0.0%+10.1%0.410%
2/14/2025FAS Wealth Partners Inc.1,104$58K0.0%+27.9%0.018%
2/14/2025Jane Street Group LLC110,756$5.85M0.0%+127.0%1.816%
2/14/2025Piedmont Capital Management LLC38,912$2.05M1.2%+6.6%0.638%
2/14/2025Syon Capital LLC792,110$41.80M3.8%+135.2%12.985%
2/14/2025MGO One Seven LLC9,121$481K0.0%+85.6%0.150%
2/14/2025Harvest Investment Services LLC74,659$3.94M1.0%+18.5%1.224%
2/14/2025IHT Wealth Management LLC23,783$1.26M0.0%N/A0.390%
2/14/2025Transce3nd LLC1,076$57K0.0%N/A0.018%
2/14/2025MML Investors Services LLC155,532$8.21M0.0%+7.7%2.550%
2/14/2025Curi RMB Capital LLC160,424$8.47M0.2%+4.7%2.630%
2/14/2025Freedom Investment Management Inc.16,574$875K0.1%-19.0%0.272%
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2/14/2025GeoWealth Management LLC1,163$61K0.0%N/A0.019%
2/13/2025NewEdge Advisors LLC5,398$285K0.0%+201.9%0.088%
2/13/2025Trustmark National Bank Trust Department12,222$645K0.0%+36.7%0.200%
2/13/2025TRUE Private Wealth Advisors206,685$10.91M1.3%+30.9%3.388%
2/13/2025Envestnet Asset Management Inc.69,176$3.65M0.0%-85.6%1.134%
2/13/2025Perennial Investment Advisors LLC5,826$307K0.0%+25.3%0.096%
2/12/2025Arete Wealth Advisors LLC27,950$1.47M0.1%+45.9%0.458%
2/12/2025Lokken Investment Group LLC127,992$6.75M2.9%+194.1%2.098%
2/12/2025CIBC Private Wealth Group LLC1,617$85K0.0%-23.0%0.027%
2/12/2025Maridea Wealth Management LLC172,765$9.12M2.9%N/A2.832%
2/12/2025Orion Portfolio Solutions LLC662,997$34.99M0.3%-2.1%10.869%
2/11/2025LPL Financial LLC855,783$45.16M0.0%+19.8%14.029%
2/11/2025Kiker Wealth Management LLC1,377$73K0.1%N/A0.023%
2/11/2025TAP Consulting LLC42,496$2.24M0.5%+85.7%0.697%
2/10/2025Thrivent Financial for Lutherans14,507$766K0.0%N/A0.238%
2/10/2025Envestnet Portfolio Solutions Inc.16,511$871K0.0%-66.2%0.271%
2/10/2025Integras Partners LLC134,659$7.11M6.1%N/A2.208%
2/10/2025Balboa Wealth Partners6,682$353K0.1%+5.6%0.110%
2/10/2025Avantax Advisory Services Inc.4,464$236K0.0%N/A0.073%
2/7/2025HighTower Advisors LLC231,307$12.21M0.0%N/A3.792%
2/7/2025Global View Capital Management LLC11,329$598K0.2%N/A0.186%
2/7/2025Independent Advisor Alliance52,132$2.75M0.0%N/A0.855%
2/7/2025Beam Wealth Advisors Inc.11,082$585K0.2%-16.0%0.182%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,519$450K0.1%N/A0.140%
2/6/2025Black Swift Group LLC32,822$1.73M0.4%-15.8%0.538%
2/6/2025Atria Investments Inc32,009$1.69M0.0%+645.6%0.525%
2/6/2025Assetmark Inc.200,162$10.56M0.0%+18.4%3.281%
2/5/2025Heritage Oak Wealth Advisors LLC52,428$2.77M1.3%N/A0.859%
2/5/2025Advisor OS LLC25,870$1.37M0.2%+5.2%0.424%
2/4/2025IFP Advisors Inc7,989$422K0.0%+13.5%0.131%
2/4/2025MONECO Advisors LLC5,934$313K0.0%N/A0.097%
2/4/2025WESPAC Advisors LLC53,095$2.80M2.1%-2.5%0.870%
2/3/2025Deseret Mutual Benefit Administrators76,114$4.02M2.0%N/A1.248%
2/3/2025VisionPoint Advisory Group LLC39,147$2.07M0.7%+26.3%0.642%
2/3/2025Private Advisor Group LLC15,166$800K0.0%+9.3%0.249%
2/3/2025Financial Management Network Inc.75,286$3.98M0.8%+41.7%1.234%
1/31/2025Atria Wealth Solutions Inc.10,846$572K0.0%-62.9%0.178%
1/31/2025Truist Financial Corp16,784$886K0.0%-45.4%0.275%
1/31/2025Sanctuary Advisors LLC40,091$2.13M0.0%+7.5%0.657%
1/31/2025J.W. Cole Advisors Inc.35,920$1.90M0.1%N/A0.589%
1/30/2025WealthPlan Investment Management LLC259,493$13.69M1.4%-1.3%4.254%
1/30/2025WealthPLAN Partners LLC165,502$8.73M1.2%+9.2%2.713%
1/30/2025Trademark Financial Management LLC70,523$3.72M3.0%+194.1%1.156%
1/29/2025TFB Advisors LLC5,542$292K0.1%+16.5%0.091%
1/29/2025 Authentikos Wealth Advisory LLC4,823$255K0.3%N/A0.079%
1/28/2025Kingsview Wealth Management LLC7,213$381K0.0%N/A0.118%
1/28/2025Independence Asset Advisors LLC9,172$484K2.2%N/A0.150%
1/27/2025Stratos Wealth Partners LTD.12,707$671K0.0%N/A0.208%
1/24/2025 Destiny Wealth Partners LLC4,598$243K0.0%N/A0.075%
1/23/2025Ferguson Shapiro LLC96,665$5.10M1.9%-33.5%1.585%
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1/23/2025 Milestone Asset Management LLC20,007$1.06M0.2%-33.4%0.328%
1/23/2025Allen Capital Group LLC29,607$1.56M0.2%+7.9%0.485%
1/23/2025Strategic Blueprint LLC7,624$402K0.0%+3.3%0.125%
1/23/2025 Iams Wealth Management LLC10,620$560K0.3%N/A0.174%
1/21/2025B.O.S.S. Retirement Advisors LLC27,397$1.45M0.4%N/A0.449%
1/21/2025Geneos Wealth Management Inc.9,584$506K0.0%N/A0.157%
1/21/2025PCG Wealth Advisors LLC42,427$2.24M0.8%+13.3%0.696%
1/21/2025 Gradient Investments LLC258,662$13.65M0.3%+6.8%4.240%
1/17/2025Mutual Advisors LLC22,685$1.20M0.0%+15.5%0.372%
1/17/2025Sheets Smith Wealth Management4,500$237K0.0%+12.5%0.074%
(Data available from 1/1/2016 forward)

CLOI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOI shares?

During the previous two years, 135 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($59.31M), LPL Financial LLC ($45.16M), Syon Capital LLC ($41.80M), Orion Portfolio Solutions LLC ($34.99M), Redhawk Wealth Advisors Inc. ($33.63M), Gradient Investments LLC ($14.56M), and WealthPlan Investment Management LLC ($13.69M).Learn more on CLOI's institutional investors.

Which institutional investors have been buying VanEck CLO ETF stock?

Of the 131 institutional investors that purchased VanEck CLO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Investment Advisors LLC ($1.12M), Redhawk Wealth Advisors Inc. ($944.01K), Orion Portfolio Solutions LLC ($712.81K), Syon Capital LLC ($455.31K), LPL Financial LLC ($405.96K), WealthPlan Investment Management LLC ($355.92K), and HighTower Advisors LLC ($231.31K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 8,162,020 shares in the last 24 months. This purchase volume represents approximately $429.73M in transactions.

Which VanEck CLO ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold VanEck CLO ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($412.76K), Redhawk Wealth Advisors Inc. ($307.57K), Van ECK Associates Corp ($240K), Black Swift Group LLC ($93.69K), LPL Financial LLC ($88.01K), Gradient Investments LLC ($85.63K), and CoreCap Advisors LLC ($68.31K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 1,602,319 shares in the last 24 months. This volume of shares sold represents approximately $84.13M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 4/18/2025 by MarketBeat.com Staff
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