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VanEck CLO ETF (CLOI) Institutional Ownership

$53.00 +0.02 (+0.04%)
(As of 11/15/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$157.42M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$19.14M
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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
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%
11/15/2024 FSA Wealth Management LLC1,000$53K0.0%N/A0.016%
11/14/2024 TRUE Private Wealth Advisors157,868$8.37M1.0%+229.4%2.588%
11/14/2024 Flow Traders U.S. LLC12,148$644K0.0%-74.3%0.199%
11/14/2024 Arete Wealth Advisors LLC19,162$1.02M0.1%+44.3%0.314%
11/13/2024 Freedom Investment Management Inc.20,468$1.09M0.1%+4.1%0.336%
11/12/2024 Centaurus Financial Inc.2,559$136K0.0%N/A0.042%
11/12/2024 WESPAC Advisors LLC54,474$2.89M2.1%+2.9%0.893%
11/12/2024 Allen Capital Group LLC27,445$1.46M0.2%+120.2%0.450%
11/9/2024 Trustmark National Bank Trust Department8,938$474K0.0%+22.6%0.147%
11/8/2024 Stonebridge Financial Planning Group LLC7,617$404K0.2%+18.6%0.125%
11/8/2024 Darwin Wealth Management LLC192,287$10.20M2.8%-0.8%3.152%
11/7/2024 Sugar Maple Asset Management LLC9,670$513K0.4%N/A0.159%
11/6/2024 Balboa Wealth Partners6,326$336K0.1%N/A0.104%
11/6/2024 Black Swift Group LLC38,977$2.07M0.5%+19.5%0.639%
11/6/2024 Curi RMB Capital LLC153,220$8.13M0.2%+9.3%2.512%
11/5/2024 WealthPlan Investment Management LLC263,019$13.95M1.4%+24.5%4.312%
11/5/2024 WealthPLAN Partners LLC151,551$8.04M1.1%+2.6%2.484%
11/4/2024 Beam Wealth Advisors Inc.13,196$700K0.2%+1.7%0.216%
11/1/2024 Assetmark Inc.169,029$8.97M0.0%+12.7%2.771%
11/1/2024 SFG Wealth Management LLC.30,245$1.60M0.9%N/A0.496%
10/31/2024 TFB Advisors LLC4,757$252K0.1%N/A0.078%
10/31/2024 Trademark Financial Management LLC23,980$1.27M1.0%+7.8%0.393%
10/28/2024 CacheTech Inc.25,341$1.34M0.3%+10.9%0.415%
10/28/2024 Principal Securities Inc.67,582$3.59M0.1%N/A1.108%
10/28/2024 US Bancorp DE19,271$1.02M0.0%N/A0.316%
10/25/2024 Strategic 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%
10/23/2024 Financial Management Network Inc.53,146$2.81M0.6%+13.5%0.871%
10/23/2024 PSI Advisors LLC784$42K0.0%N/A0.013%
10/22/2024 Private Advisor Group LLC13,879$736K0.0%+36.8%0.228%
10/21/2024 Raleigh Capital Management Inc.2,186$116K0.0%N/A0.036%
10/21/2024 Castleview Partners LLC49,047$2.60M1.4%+17.7%0.804%
10/18/2024Capital Investment Advisors LLC604,722$32.07M0.7%N/A9.913%
10/16/2024 PCG 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%
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10/11/2024 VitalStone Financial LLC96,168$5.10M3.5%+9.2%1.577%
10/9/2024 Ferguson Shapiro LLC145,464$7.72M2.9%+27.5%2.385%
10/9/2024 TAP Consulting LLC22,884$1.21M0.2%+24.8%0.375%
10/9/2024 Beaumont 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%
9/30/2024 Mattson Financial Services LLC1,708$90K0.0%N/A0.028%
8/28/2024 Heritage Oak Wealth Advisors LLC38,592$2.04M1.1%N/A0.633%
8/21/2024 Truist 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%
8/10/2024 Perennial Investment Advisors LLC6,807$360K0.1%-34.5%0.112%
8/9/2024 WealthPLAN Partners LLC147,741$7.82M0.8%+2.3%2.422%
8/8/2024 Envestnet Asset Management Inc.69,298$3.67M0.0%+156.6%1.136%
8/8/2024 CoreCap Advisors LLC72,573$3.84M0.4%N/A1.190%
8/8/2024 Darwin Wealth Management LLC193,803$10.26M5.1%N/A3.177%
8/8/2024 Stonebridge Financial Planning Group LLC6,420$340K0.2%+45.2%0.105%
8/8/2024 LPL Financial LLC598,721$31.70M0.0%-12.8%9.815%
8/8/2024 VitalStone Financial LLC88,106$4.66M3.4%+17.5%1.444%
8/7/2024 Beam Wealth Advisors Inc.12,973$687K0.2%N/A0.213%
8/6/2024 TAP Consulting LLC18,332$970K0.2%+28.5%0.301%
8/5/2024 Private Advisor Group LLC10,144$537K0.0%N/A0.166%
8/2/2024 Ferguson Shapiro LLC114,129$6.04M2.4%+50.7%1.871%
7/31/2024Commonwealth Equity Services LLC10,285$544K0.0%+24.1%0.169%
7/31/2024 Concurrent Investment Advisors LLC4,750$251K0.0%N/A0.078%
7/31/2024 Trademark 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%
7/27/2024 Strategic Blueprint LLC8,336$441K0.0%N/A0.137%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,341$547K0.1%N/A0.170%
7/22/2024 Atria Wealth Solutions Inc.26,696$1.41M0.0%N/A0.438%
7/20/2024 Milestone Asset Management LLC26,428$1.40M0.4%+167.8%0.433%
7/18/2024 Gradient Investments LLC223,416$11.83M0.3%+139.0%3.663%
7/17/2024 Annapolis Financial Services LLC2,507$133K0.0%N/A0.041%
7/17/2024 TCP Asset Management LLC12,662$670K0.2%-27.4%0.208%
7/16/2024 Envestnet Portfolio Solutions Inc.26,578$1.41M0.0%N/A0.436%
7/16/2024 TRUE Private Wealth Advisors47,921$2.54M0.3%+159.6%0.786%
7/16/2024 PCG Wealth Advisors LLC16,338$865K0.4%+75.5%0.268%
5/20/2024 Adams Wealth Management23,071$1.22M0.3%-4.3%0.378%
5/17/2024 WealthPlan 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%
5/15/2024 Flow Traders U.S. LLC77,991$4.12M0.2%+88.4%1.279%
5/11/2024 Beaumont Financial Advisors LLC127,919$6.76M0.6%-1.1%2.097%
5/9/2024Orion Portfolio Solutions LLC700,161$36.98M0.4%-1.8%11.478%
5/8/2024 Trademark Financial Management LLC15,347$811K0.7%+116.5%0.252%
5/7/2024 WealthPLAN Partners LLC144,423$7.63M0.8%+5.3%2.368%
5/7/2024Benedetti & Gucer Inc.14,402$761K0.4%-12.9%0.236%
5/6/2024 VitalStone Financial LLC74,985$3.96M3.0%-4.2%1.229%
4/25/2024 TRUE Private Wealth Advisors18,457$975K0.1%+311.4%0.330%
4/23/2024 Milestone Asset Management LLC9,867$521K0.1%N/A0.176%
4/23/2024 Gradient Investments LLC93,491$4.94M0.1%+18.5%1.669%
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4/19/2024 PCG Wealth Advisors LLC9,310$492K0.2%N/A0.166%
4/19/2024 TCP Asset Management LLC17,448$922K0.2%+65.2%0.312%
4/17/2024 Symphony Financial Ltd. Co.11,141$588K0.1%N/A0.506%
4/16/2024 Seed Wealth Management Inc.8,310$437K0.4%+10.7%0.378%
4/10/2024 Ferguson Shapiro LLC75,721$4M1.8%N/A3.442%
2/14/2024 VitalStone Financial LLC78,242$4.08M3.3%+4.5%3.556%
2/13/2024 Trademark Financial Management LLC7,090$370K0.3%N/A0.322%
2/12/2024 Adams Wealth Management24,107$1.26M0.4%+11.0%1.096%
2/12/2024 Harvest Investment Services LLC33,136$1.73M0.8%+379.4%1.506%
2/9/2024Orion Portfolio Solutions LLC712,814$37.24M0.4%N/A32.401%
(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, 79 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were Orion Portfolio Solutions LLC ($35.92M), Capital Investment Advisors LLC ($32.07M), LPL Financial LLC ($31.70M), WealthPlan Investment Management LLC ($13.95M), Gradient Investments LLC ($11.83M), Darwin Wealth Management LLC ($10.20M), and Assetmark Inc. ($8.97M).Learn more on CLOI's institutional investors.

Which institutional investors have been buying VanEck CLO ETF stock?

Of the 78 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: Orion Portfolio Solutions LLC ($712.81K), Capital Investment Advisors LLC ($604.72K), WealthPlan Investment Management LLC ($355.92K), Gradient Investments LLC ($309.05K), LPL Financial LLC ($264.39K), Darwin Wealth Management LLC ($193.80K), and TRUE Private Wealth Advisors ($157.87K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 4,343,796 shares in the last 24 months. This purchase volume represents approximately $227.72M in transactions.

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

Of the 17 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 644,501 shares in the last 24 months. This volume of shares sold represents approximately $33.56M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 11/17/2024 by MarketBeat.com Staff
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