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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$53.01 +0.08 (+0.15%)
As of 01/17/2025 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)
78
Total
Institutional Inflows
(last 12 months)
$244.09M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$19.17M
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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
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%
1/17/2025Beaumont Financial Advisors LLC214,635$11.33M0.8%+50.9%3.519%
1/16/2025Sugar Maple Asset Management LLC62,529$3.30M2.5%+546.6%1.025%
1/16/2025SFG Wealth Management LLC.27,503$1.45M0.8%-9.1%0.451%
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%
12/26/2024JPMorgan Chase & Co.1,963$104K0.0%-93.9%0.032%
12/13/2024B. Riley Wealth Advisors Inc.3,868$205K0.0%N/A0.063%
11/25/2024Synovus Financial Corp3,966$210K0.0%N/A0.065%
11/25/2024Sanctuary Advisors LLC37,311$1.98M0.0%N/A0.612%
11/22/2024Fulcrum Equity Management12,078$641K0.5%+8.2%0.198%
11/18/2024Sunbelt Securities Inc.10,057$533K0.1%+93.0%0.165%
11/15/2024Continuum Advisory LLC2,467$131K0.0%N/A0.040%
11/15/2024MML Investors Services LLC144,392$7.66M0.0%+12.8%2.367%
11/15/2024Orion Portfolio Solutions LLC677,303$35.92M0.8%-3.0%11.103%
11/15/2024Jane Street Group LLC48,793$2.59M0.0%-19.8%0.800%
11/15/2024FSA Wealth Management LLC1,000$53K0.0%N/A0.016%
11/14/2024TRUE Private Wealth Advisors157,868$8.37M1.0%+229.4%2.588%
11/14/2024Flow Traders U.S. LLC12,148$644K0.0%-74.3%0.199%
11/14/2024Arete Wealth Advisors LLC19,162$1.02M0.1%+44.3%0.314%
11/13/2024Freedom Investment Management Inc.20,468$1.09M0.1%+4.1%0.336%
11/12/2024Centaurus Financial Inc.2,559$136K0.0%N/A0.042%
11/12/2024WESPAC Advisors LLC54,474$2.89M2.1%+2.9%0.893%
11/12/2024Allen Capital Group LLC27,445$1.46M0.2%+120.2%0.450%
11/9/2024Trustmark National Bank Trust Department8,938$474K0.0%+22.6%0.147%
11/8/2024Stonebridge Financial Planning Group LLC7,617$404K0.2%+18.6%0.125%
11/8/2024Darwin Wealth Management LLC192,287$10.20M2.8%-0.8%3.152%
11/7/2024Sugar Maple Asset Management LLC9,670$513K0.4%N/A0.159%
11/6/2024Balboa Wealth Partners6,326$336K0.1%N/A0.104%
11/6/2024Black Swift Group LLC38,977$2.07M0.5%+19.5%0.639%
11/6/2024Curi RMB Capital LLC153,220$8.13M0.2%+9.3%2.512%
11/5/2024WealthPlan Investment Management LLC263,019$13.95M1.4%+24.5%4.312%
11/5/2024WealthPLAN Partners LLC151,551$8.04M1.1%+2.6%2.484%
11/4/2024Beam Wealth Advisors Inc.13,196$700K0.2%+1.7%0.216%
11/1/2024Assetmark Inc.169,029$8.97M0.0%+12.7%2.771%
11/1/2024SFG Wealth Management LLC.30,245$1.60M0.9%N/A0.496%
10/31/2024TFB Advisors LLC4,757$252K0.1%N/A0.078%
10/31/2024Trademark Financial Management LLC23,980$1.27M1.0%+7.8%0.393%
10/28/2024CacheTech Inc.25,341$1.34M0.3%+10.9%0.415%
10/28/2024Principal Securities Inc.67,582$3.59M0.1%N/A1.108%
10/28/2024US Bancorp DE19,271$1.02M0.0%N/A0.316%
10/25/2024Strategic Blueprint LLC7,381$391K0.0%-11.5%0.121%
10/24/2024 TCP Asset Management LLC23,350$1.24M0.3%+84.4%0.383%
10/24/2024 Arkadios Wealth Advisors5,731$304K0.0%+33.5%0.094%
10/23/2024Financial Management Network Inc.53,146$2.81M0.6%+13.5%0.871%
10/23/2024 PSI Advisors LLC784$42K0.0%N/A0.013%
10/22/2024Private Advisor Group LLC13,879$736K0.0%+36.8%0.228%
10/21/2024Raleigh Capital Management Inc.2,186$116K0.0%N/A0.036%
10/21/2024Castleview Partners LLC49,047$2.60M1.4%+17.7%0.804%
10/18/2024 Capital Investment Advisors LLC604,722$32.07M0.7%N/A9.913%
10/16/2024PCG Wealth Advisors LLC37,444$1.99M0.8%+129.2%0.614%
10/16/2024 Sentinel Pension Advisors Inc.12,112$642K0.1%+1.7%0.199%
10/11/2024VitalStone Financial LLC96,168$5.10M3.5%+9.2%1.577%
10/9/2024Ferguson Shapiro LLC145,464$7.72M2.9%+27.5%2.385%
10/9/2024TAP Consulting LLC22,884$1.21M0.2%+24.8%0.375%
10/9/2024Beaumont Financial Advisors LLC142,279$7.55M0.6%+2.3%2.332%
10/3/2024 Park Avenue Securities LLC33,233$1.76M0.0%N/A0.545%
9/30/2024Mattson Financial Services LLC1,708$90K0.0%N/A0.028%
8/28/2024Heritage Oak Wealth Advisors LLC38,592$2.04M1.1%N/A0.633%
8/21/2024Truist Financial Corp26,629$1.41M0.0%+2.2%0.437%
8/16/2024Sunbelt Securities Inc.5,211$276K0.0%N/A0.085%
8/14/2024Insigneo Advisory Services LLC4,211$222K0.0%N/A0.069%
8/10/2024Perennial Investment Advisors LLC6,807$360K0.1%-34.5%0.112%
8/9/2024WealthPLAN Partners LLC147,741$7.82M0.8%+2.3%2.422%
8/8/2024Envestnet Asset Management Inc.69,298$3.67M0.0%+156.6%1.136%
8/8/2024CoreCap Advisors LLC72,573$3.84M0.4%N/A1.190%
8/8/2024Darwin Wealth Management LLC193,803$10.26M5.1%N/A3.177%
8/8/2024Stonebridge Financial Planning Group LLC6,420$340K0.2%+45.2%0.105%
8/8/2024LPL Financial LLC598,721$31.70M0.0%-12.8%9.815%
8/8/2024VitalStone Financial LLC88,106$4.66M3.4%+17.5%1.444%
8/7/2024Beam Wealth Advisors Inc.12,973$687K0.2%N/A0.213%
8/6/2024TAP Consulting LLC18,332$970K0.2%+28.5%0.301%
8/5/2024Private Advisor Group LLC10,144$537K0.0%N/A0.166%
8/2/2024Ferguson Shapiro LLC114,129$6.04M2.4%+50.7%1.871%
7/31/2024Commonwealth Equity Services LLC10,285$544K0.0%+24.1%0.169%
7/31/2024Concurrent Investment Advisors LLC4,750$251K0.0%N/A0.078%
7/31/2024Trademark Financial Management LLC22,249$1.18M1.0%+45.0%0.365%
7/29/2024 Ameritas Advisory Services LLC9,072$480K0.0%+7.9%0.149%
7/29/2024 Arkadios Wealth Advisors4,294$227K0.0%N/A0.070%
7/27/2024Strategic Blueprint LLC8,336$441K0.0%N/A0.137%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,341$547K0.1%N/A0.170%
7/22/2024Atria Wealth Solutions Inc.26,696$1.41M0.0%N/A0.438%
7/20/2024Milestone Asset Management LLC26,428$1.40M0.4%+167.8%0.433%
7/18/2024Gradient Investments LLC223,416$11.83M0.3%+139.0%3.663%
7/17/2024Annapolis Financial Services LLC2,507$133K0.0%N/A0.041%
7/17/2024 TCP Asset Management LLC12,662$670K0.2%-27.4%0.208%
7/16/2024Envestnet Portfolio Solutions Inc.26,578$1.41M0.0%N/A0.436%
7/16/2024TRUE Private Wealth Advisors47,921$2.54M0.3%+159.6%0.786%
7/16/2024PCG Wealth Advisors LLC16,338$865K0.4%+75.5%0.268%
5/20/2024Adams Wealth Management23,071$1.22M0.3%-4.3%0.378%
5/17/2024WealthPlan Investment Management LLC201,538$10.65M1.6%+20.0%3.304%
5/16/2024Jane Street Group LLC136,262$7.20M0.0%+36.3%2.234%
5/15/2024Flow Traders U.S. LLC77,991$4.12M0.2%+88.4%1.279%
(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, 88 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), Orion Portfolio Solutions LLC ($35.92M), LPL Financial LLC ($31.70M), WealthPlan Investment Management LLC ($13.95M), Brookstone Capital Management ($12.05M), and Gradient Investments LLC ($11.83M).Learn more on CLOI's institutional investors.

Which institutional investors have been buying VanEck CLO ETF stock?

Of the 86 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), WealthPlan Investment Management LLC ($355.92K), Gradient Investments LLC ($309.05K), LPL Financial LLC ($264.39K), and Brookstone Capital Management ($228.37K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 6,038,534 shares in the last 24 months. This purchase volume represents approximately $317.16M in transactions.

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

Of the 19 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: Van ECK Associates Corp ($240K), LPL Financial LLC ($88.01K), Black Swift Group LLC ($87.53K), Gradient Investments LLC ($85.63K), Flow Traders U.S. LLC ($35.05K), CoreCap Advisors LLC ($33.95K), and Orion Portfolio Solutions LLC ($33.30K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 678,469 shares in the last 24 months. This volume of shares sold represents approximately $35.36M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 1/18/2025 by MarketBeat.com Staff
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