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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.88 +0.06 (+0.10%)
As of 03:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$314.78M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$44.10M
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CLOI Institutional Buying and Selling by Quarter

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VanEck CLO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Fulcrum Equity Management6,228$329K0.3%-48.4%0.033%
3/10/2025 Mattson Financial Services LLC2,465$131K0.0%+44.3%0.014%
3/6/2025 IronOak Wealth LLC.60,332$3.18M3.6%N/A0.341%
2/28/2025 Park Square Financial Group LLC2,669$141K0.1%N/A0.044%
2/19/2025 Richmond Investment Services LLC19,850$1.05M0.6%N/A0.325%
2/18/2025 Sunbelt Securities Inc.4,618$244K0.0%-54.1%0.076%
2/18/2025 GTS Securities LLC8,906$470K0.0%N/A0.146%
2/18/2025 Stonebridge Financial Planning Group LLC7,917$418K0.2%+3.9%0.130%
2/18/2025 Mpwm Advisory Solutions LLC58,175$3.07M2.2%N/A0.954%
2/17/2025 Waverly Advisors LLC9,444$498K0.0%+20.0%0.155%
2/17/2025 Visionary Wealth Advisors46,990$2.48M0.1%+43.3%0.770%
2/17/2025 NorthRock Partners LLC4,433$234K0.0%N/A0.073%
2/17/2025 FWL Investment Management LLC990$52K0.0%N/A0.016%
2/17/2025 CoreCap Advisors LLC34,824$1.84M0.1%-49.7%0.571%
2/17/2025 Ancora Advisors LLC63,373$3.34M0.1%+19.6%1.039%
2/14/2025 Mercer Global Advisors Inc. ADV24,999$1.32M0.0%+10.1%0.410%
2/14/2025 FAS Wealth Partners Inc.1,104$58K0.0%+27.9%0.018%
2/14/2025 Jane Street Group LLC110,756$5.85M0.0%+127.0%1.816%
2/14/2025 Piedmont Capital Management LLC38,912$2.05M1.2%+6.6%0.638%
2/14/2025 Syon Capital LLC792,110$41.80M3.8%+135.2%12.985%
2/14/2025 MGO One Seven LLC9,121$481K0.0%+85.6%0.150%
2/14/2025 Harvest Investment Services LLC74,659$3.94M1.0%+18.5%1.224%
2/14/2025 IHT Wealth Management LLC23,783$1.26M0.0%N/A0.390%
2/14/2025 Transce3nd LLC1,076$57K0.0%N/A0.018%
2/14/2025 MML Investors Services LLC155,532$8.21M0.0%+7.7%2.550%
2/14/2025 Curi RMB Capital LLC160,424$8.47M0.2%+4.7%2.630%
2/14/2025 Freedom Investment Management Inc.16,574$875K0.1%-19.0%0.272%
2/14/2025 GeoWealth Management LLC1,163$61K0.0%N/A0.019%
2/13/2025 NewEdge Advisors LLC5,398$285K0.0%+201.9%0.088%
2/13/2025 Trustmark National Bank Trust Department12,222$645K0.0%+36.7%0.200%
2/13/2025 TRUE Private Wealth Advisors206,685$10.91M1.3%+30.9%3.388%
2/13/2025 Envestnet Asset Management Inc.69,176$3.65M0.0%-85.6%1.134%
2/13/2025 Perennial Investment Advisors LLC5,826$307K0.0%+25.3%0.096%
2/12/2025 Arete Wealth Advisors LLC27,950$1.47M0.1%+45.9%0.458%
2/12/2025 Lokken Investment Group LLC127,992$6.75M2.9%+194.1%2.098%
2/12/2025 CIBC Private Wealth Group LLC1,617$85K0.0%-23.0%0.027%
2/12/2025 Maridea Wealth Management LLC172,765$9.12M2.9%N/A2.832%
2/12/2025 Orion Portfolio Solutions LLC662,997$34.99M0.3%-2.1%10.869%
2/11/2025 LPL Financial LLC855,783$45.16M0.0%+19.8%14.029%
2/11/2025 Kiker Wealth Management LLC1,377$73K0.1%N/A0.023%
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2/11/2025 TAP Consulting LLC42,496$2.24M0.5%+85.7%0.697%
2/10/2025 Thrivent Financial for Lutherans14,507$766K0.0%N/A0.238%
2/10/2025 Envestnet Portfolio Solutions Inc.16,511$871K0.0%-66.2%0.271%
2/10/2025 Integras Partners LLC134,659$7.11M6.1%N/A2.208%
2/10/2025 Balboa Wealth Partners6,682$353K0.1%+5.6%0.110%
2/10/2025 Avantax Advisory Services Inc.4,464$236K0.0%N/A0.073%
2/7/2025 HighTower Advisors LLC231,307$12.21M0.0%N/A3.792%
2/7/2025 Global View Capital Management LLC11,329$598K0.2%N/A0.186%
2/7/2025 Independent Advisor Alliance52,132$2.75M0.0%N/A0.855%
2/7/2025 Beam Wealth Advisors Inc.11,082$585K0.2%-16.0%0.182%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,519$450K0.1%N/A0.140%
2/6/2025 Black Swift Group LLC32,822$1.73M0.4%-15.8%0.538%
2/6/2025 Atria Investments Inc32,009$1.69M0.0%+645.6%0.525%
2/6/2025 Assetmark Inc.200,162$10.56M0.0%+18.4%3.281%
2/5/2025 Heritage Oak Wealth Advisors LLC52,428$2.77M1.3%N/A0.859%
2/5/2025 Advisor OS LLC25,870$1.37M0.2%+5.2%0.424%
2/4/2025 IFP Advisors Inc7,989$422K0.0%+13.5%0.131%
2/4/2025 MONECO Advisors LLC5,934$313K0.0%N/A0.097%
2/4/2025 WESPAC Advisors LLC53,095$2.80M2.1%-2.5%0.870%
2/3/2025 Deseret Mutual Benefit Administrators76,114$4.02M2.0%N/A1.248%
2/3/2025 VisionPoint Advisory Group LLC39,147$2.07M0.7%+26.3%0.642%
2/3/2025 Private Advisor Group LLC15,166$800K0.0%+9.3%0.249%
2/3/2025 Financial Management Network Inc.75,286$3.98M0.8%+41.7%1.234%
1/31/2025 Atria Wealth Solutions Inc.10,846$572K0.0%-62.9%0.178%
1/31/2025 Truist Financial Corp16,784$886K0.0%-45.4%0.275%
1/31/2025 Sanctuary Advisors LLC40,091$2.13M0.0%+7.5%0.657%
1/31/2025 J.W. Cole Advisors Inc.35,920$1.90M0.1%N/A0.589%
1/30/2025 WealthPlan Investment Management LLC259,493$13.69M1.4%-1.3%4.254%
1/30/2025 WealthPLAN Partners LLC165,502$8.73M1.2%+9.2%2.713%
1/30/2025 Trademark Financial Management LLC70,523$3.72M3.0%+194.1%1.156%
1/29/2025 TFB Advisors LLC5,542$292K0.1%+16.5%0.091%
1/29/2025 Authentikos Wealth Advisory LLC4,823$255K0.3%N/A0.079%
1/28/2025 Kingsview Wealth Management LLC7,213$381K0.0%N/A0.118%
1/28/2025 Independence Asset Advisors LLC9,172$484K2.2%N/A0.150%
1/27/2025 Stratos Wealth Partners LTD.12,707$671K0.0%N/A0.208%
1/24/2025 Destiny Wealth Partners LLC4,598$243K0.0%N/A0.075%
1/23/2025 Ferguson Shapiro LLC96,665$5.10M1.9%-33.5%1.585%
1/23/2025 Milestone Asset Management LLC20,007$1.06M0.2%-33.4%0.328%
1/23/2025 Allen Capital Group LLC29,607$1.56M0.2%+7.9%0.485%
1/23/2025 Strategic Blueprint LLC7,624$402K0.0%+3.3%0.125%
1/23/2025 Iams Wealth Management LLC10,620$560K0.3%N/A0.174%
1/21/2025 B.O.S.S. Retirement Advisors LLC27,397$1.45M0.4%N/A0.449%
1/21/2025 Geneos Wealth Management Inc.9,584$506K0.0%N/A0.157%
1/21/2025 PCG 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%
1/17/2025 Mutual Advisors LLC22,685$1.20M0.0%+15.5%0.372%
1/17/2025 Sheets Smith Wealth Management4,500$237K0.0%+12.5%0.074%
1/17/2025 Beaumont Financial Advisors LLC214,635$11.33M0.8%+50.9%3.519%
1/16/2025 Sugar Maple Asset Management LLC62,529$3.30M2.5%+546.6%1.025%
1/16/2025 SFG Wealth Management LLC.27,503$1.45M0.8%-9.1%0.451%
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1/15/2025 TCP Asset Management LLC22,099$1.17M0.3%-5.4%0.362%
1/15/2025 Ameritas Advisory Services LLC10,172$537K0.0%N/A0.167%
1/15/2025 Arkadios Wealth Advisors7,439$393K0.0%+29.8%0.122%
1/14/2025 Redhawk Wealth Advisors Inc.944,012$49.82M6.7%N/A15.476%
1/13/2025 Sentinel Pension Advisors Inc.16,447$868K0.2%+35.8%0.270%
1/13/2025 Capital Investment Advisors LLC926,487$48.89M1.0%+53.2%15.188%
1/13/2025 Brookstone Capital Management228,374$12.05M0.2%N/A3.744%
1/10/2025 Lowe Wealth Advisors LLC4,832$255K0.1%+3,588.5%0.079%
12/26/2024 JPMorgan Chase & Co.1,963$104K0.0%-93.9%0.032%
12/13/2024 B. Riley Wealth Advisors Inc.3,868$205K0.0%N/A0.063%
(Data available from 1/1/2016 forward)

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CLOI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOI shares?

During the previous two years, 130 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were Redhawk Wealth Advisors Inc. ($49.82M), Capital Investment Advisors LLC ($48.89M), LPL Financial LLC ($45.16M), Syon Capital LLC ($41.80M), Orion Portfolio Solutions LLC ($34.99M), WealthPlan Investment Management LLC ($13.69M), and Gradient Investments LLC ($13.65M).Learn more on CLOI's institutional investors.

Which institutional investors have been buying VanEck CLO ETF stock?

Of the 127 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: Redhawk Wealth Advisors Inc. ($944.01K), Capital Investment Advisors LLC ($926.49K), Orion Portfolio Solutions LLC ($712.81K), Syon Capital LLC ($455.31K), LPL Financial LLC ($405.96K), WealthPlan Investment Management LLC ($355.92K), and Gradient Investments LLC ($325.52K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 8,063,390 shares in the last 24 months. This purchase volume represents approximately $424.27M in transactions.

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

Of the 32 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), Van ECK Associates Corp ($240K), Black Swift Group LLC ($93.69K), LPL Financial LLC ($88.01K), Gradient Investments LLC ($85.63K), CoreCap Advisors LLC ($68.31K), and Ferguson Shapiro LLC ($48.80K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 1,292,235 shares in the last 24 months. This volume of shares sold represents approximately $67.75M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 3/28/2025 by MarketBeat.com Staff
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