Free Trial
→ This Crypto Is Set to Explode in January (From Crypto 101 Media) (Ad) Free CLOI Stock Alerts

VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.82 -0.20 (-0.38%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$52.83 +0.01 (+0.03%)
As of 08/1/2025 04:26 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$540.09M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$131.58M
Get CLOI Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck CLO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CLOI Institutional Buying and Selling by Quarter

VanEck CLO ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Winebrenner Capital Management LLC12,138$643K0.5%+41.8%0.061%
8/1/2025Ferguson Shapiro LLC323,062$17.11M5.8%+98.2%1.615%
8/1/2025Wealth Watch Advisors INC6,012$318K0.2%+5.6%0.030%
8/1/2025Envestnet Asset Management Inc.71,200$3.76M0.0%-85.3%0.356%
7/31/2025 Trademark Financial Management LLC82,488$4.37M2.7%-7.2%0.412%
7/30/2025 LifeWealth Investments LLC5,588$296K0.1%-6.6%0.028%
7/30/2025 Freedom Investment Management Inc.4,770$253K0.0%-71.1%0.024%
7/30/2025 Brookstone Capital Management286,458$15.17M0.2%-4.5%1.432%
7/29/2025 Balboa Wealth Partners6,273$332K0.1%-5.6%0.031%
7/29/2025 Independence Asset Advisors LLC1,099,620$58.22M36.2%+547.6%5.498%
7/29/2025 Private Trust Co. NA1,250$66K0.0%N/A0.006%
7/29/2025 Creekside Partners3,943$209K0.1%N/A0.020%
7/28/2025 WealthPLAN Partners LLC166,043$8.79M1.4%-13.9%0.830%
7/28/2025 WealthPlan Investment Management LLC312,471$16.55M1.2%+21.0%1.562%
7/28/2025 Mutual Advisors LLC26,867$1.43M0.0%-0.7%0.134%
7/25/2025 MGO One Seven LLC8,217$435K0.0%-7.2%0.041%
7/24/2025 IFP Advisors Inc10,487$555K0.0%+9.7%0.052%
7/24/2025 Lokken Investment Group LLC142,469$7.54M2.9%+2.8%0.712%
7/23/2025 WESPAC Advisors LLC6,472$343K0.2%-89.2%0.032%
7/23/2025 Sax Wealth Advisors LLC115,680$6.13M0.4%+1,592.7%0.578%
7/21/2025 Ameritas Advisory Services LLC3,345$177K0.0%N/A0.017%
7/18/2025 B.O.S.S. Retirement Advisors LLC18,973$1.01M0.3%-26.9%0.095%
7/18/2025 Bartlett & CO. Wealth Management LLC3,775$200K0.0%N/A0.019%
7/18/2025 Truist Financial Corp14,615$774K0.0%-5.5%0.073%
7/17/2025 Trivium Point Advisory LLC16,371$867K0.1%+27.5%0.082%
7/17/2025 Capital Investment Advisors LLC1,286,977$68.15M1.2%+14.7%6.435%
7/16/2025 Beaumont Financial Advisors LLC210,615$11.15M0.8%-11.7%1.053%
7/16/2025 Maridea Wealth Management LLC134,247$7.11M1.9%+0.3%0.671%
7/16/2025 Castleview Partners LLC38,841$2.06M1.3%-11.3%0.194%
7/15/2025 Heritage Oak Wealth Advisors LLC11,976$634K0.2%-78.4%0.060%
7/15/2025 Sheets Smith Wealth Management4,500$238K0.0%-6.3%0.023%
7/14/2025 Chris Bulman Inc8,852$469K0.3%-3.9%0.044%
7/14/2025 IronOak Wealth LLC.39,515$2.09M2.0%N/A0.198%
7/14/2025 Sentinel Pension Advisors LLC154,157$8.16M1.4%+828.9%0.771%
7/14/2025 Iams Wealth Management LLC11,981$634K0.3%-7.7%0.060%
7/14/2025 Cathy Pareto & Associates Inc.20,916$1.11M0.9%+40.1%0.105%
7/10/2025 CWC Advisors LLC.126,171$6.68M3.5%+1.2%0.634%
7/10/2025 Redhawk Wealth Advisors Inc.7,633$404K0.1%-98.8%0.038%
7/10/2025 Wealth Enhancement Advisory Services LLC154,672$8.19M0.0%N/A0.777%
7/10/2025 Financial Management Network Inc.79,320$4.20M0.8%-1.6%0.399%
This Crypto Is Set to Explode in January (Ad)

This Could Be the Most Important Crypto Law in History While the world celebrates Bitcoin becoming 2025’s top-performing asset, smart hedge funds are accumulating elsewhere. During the upcoming Crypto Hedge Fund Summit, you'll discover exactly which coins they’ve loaded up on before this historic vote.

Click here to claim your free seat!
7/9/2025 Breakwater Capital Group34,335$1.82M0.3%N/A0.173%
7/9/2025 Balefire LLC24,470$1.30M0.3%-1.8%0.123%
7/8/2025 Goldstone Financial Group LLC4,061$215K0.0%N/A0.020%
7/8/2025 Gradient Investments LLC277,737$14.71M0.3%+0.8%1.396%
7/8/2025 Lowe Wealth Advisors LLC10,411$551K0.2%+4.4%0.052%
5/22/2025 Mattson Financial Services LLC2,905$153K0.0%+17.8%0.014%
5/21/2025Geneos Wealth Management Inc.119,467$6.31M0.2%+1,146.5%0.589%
5/20/2025Integrity Alliance LLC.80,931$4.28M0.2%N/A0.399%
5/19/2025Jane Street Group LLC96,379$5.09M0.0%-13.0%0.475%
5/16/2025Arete Wealth Advisors LLC28,615$1.51M0.1%+2.4%0.141%
5/16/2025NewEdge Advisors LLC19,673$1.04M0.0%+264.4%0.100%
5/16/2025Clark Capital Management Group Inc.185,344$9.79M0.1%N/A0.941%
5/16/2025Curi RMB Capital LLC162,657$8.60M0.2%+1.4%0.826%
5/16/2025Ancora Advisors LLC61,855$3.27M0.1%-2.4%0.314%
5/15/2025Royal Bank of Canada9,046$478K0.0%-79.8%0.046%
5/15/2025MAI Capital Management7,234$382K0.0%+498.8%0.037%
5/14/2025Piedmont Capital Management LLC44,604$2.31M1.6%+14.6%0.226%
5/14/2025 Sax Wealth Advisors LLC6,834$361K0.0%N/A0.035%
5/14/2025Mosaic Financial Group LLC5,299$280K0.2%N/A0.027%
5/14/2025Integras Partners LLC141,954$7.50M6.8%+5.4%0.721%
5/14/2025 TFB Advisors LLC6,151$325K0.1%+11.0%0.031%
5/13/2025Global View Capital Management LLC9,472$500K0.2%-16.4%0.048%
5/13/2025CacheTech Inc.26,280$1.39M0.3%+3.5%0.133%
5/13/2025Adams Wealth Management26,280$1.39M0.3%+3.5%0.133%
5/13/2025 Trivium Point Advisory LLC12,845$679K0.1%+55.0%0.065%
5/13/2025Kovitz Investment Group Partners LLC97,981$5.18M0.0%N/A0.497%
5/13/2025HighTower Advisors LLC261,035$13.79M0.0%+12.9%1.325%
5/12/2025Townsquare Capital LLC38,308$2.02M0.0%N/A0.194%
5/12/2025Beam Wealth Advisors Inc.10,166$537K0.2%-8.3%0.052%
5/12/2025AlphaCore Capital LLC9,440$499K0.0%N/A0.048%
5/12/2025 WealthPLAN Partners LLC192,958$10.20M1.4%+16.6%0.979%
5/12/2025 WealthPlan Investment Management LLC258,292$13.65M1.3%-0.5%1.311%
5/9/2025 Atria Wealth Solutions Inc.11,290$597K0.0%+4.1%0.057%
5/8/2025 US Bancorp DE17,837$943K0.0%N/A0.091%
5/8/2025 Harbour Investments Inc.5,185$274K0.0%+812.9%0.026%
5/8/2025Arkadios Wealth Advisors9,011$476K0.0%+21.1%0.046%
5/8/2025Geneos Wealth Management Inc.121,966$6.45M0.2%+1,172.6%0.619%
5/7/2025 Financial Management Network Inc.80,644$4.20M0.9%+7.1%0.409%
5/7/2025 Maridea Wealth Management LLC133,812$7.07M2.3%-22.5%0.679%
5/7/2025LPL Financial LLC1,283,259$67.81M0.0%+50.0%6.514%
5/6/2025Avantax Advisory Services Inc.7,407$391K0.0%+65.9%0.038%
5/6/2025Advisor OS LLC28,996$1.53M0.2%+12.1%0.147%
5/6/2025Black Swift Group LLC30,585$1.62M0.4%-6.8%0.155%
5/6/2025AE Wealth Management LLC222,923$11.78M0.1%-0.9%1.132%
5/6/2025Summit Wealth Partners LLC9,133$483K0.1%N/A0.046%
5/6/2025 Richardson Financial Services Inc.524$28K0.0%N/A0.003%
5/6/2025Proficio Capital Partners LLC173,510$9.17M0.7%N/A0.881%
5/5/2025J.W. Cole Advisors Inc.139,301$7.36M0.2%+287.8%0.707%
5/5/2025 IFP Advisors Inc9,559$505K0.0%+19.7%0.049%
5/5/2025FAS Wealth Partners Inc.1,675$89K0.0%+51.7%0.009%
This Crypto Is Set to Explode in January (Ad)

This Could Be the Most Important Crypto Law in History While the world celebrates Bitcoin becoming 2025’s top-performing asset, smart hedge funds are accumulating elsewhere. During the upcoming Crypto Hedge Fund Summit, you'll discover exactly which coins they’ve loaded up on before this historic vote.

Click here to claim your free seat!
5/5/2025PCG Wealth Advisors LLC34,403$1.82M0.6%-18.9%0.175%
5/5/2025Private Advisor Group LLC13,661$722K0.0%-9.9%0.069%
5/2/2025Allen Capital Group LLC32,455$1.72M0.2%+9.6%0.165%
5/2/2025 Lokken Investment Group LLC138,581$7.32M3.1%+8.3%0.703%
5/2/2025Sigma Planning Corp4,722$250K0.0%N/A0.024%
5/1/2025Quest 10 Wealth Builders Inc.5,606$296K0.3%+21.8%0.028%
5/1/2025Fulcrum Equity Management5,478$289K0.3%-12.0%0.028%
5/1/2025 WESPAC Advisors LLC59,799$3.16M2.6%+12.6%0.304%
4/30/2025Allworth Financial LP2,602$137K0.0%N/A0.013%
4/30/2025 Stratos Wealth Partners LTD.14,858$785K0.0%+16.9%0.075%
(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, 168 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($68.15M), LPL Financial LLC ($67.81M), Independence Asset Advisors LLC ($58.22M), Syon Capital LLC ($41.80M), Orion Portfolio Solutions LLC ($34.99M), Ferguson Shapiro LLC ($17.11M), and WealthPlan Investment Management LLC ($16.55M).Learn more on VanEck CLO ETF's institutional investors.

Which institutional investors have been buying VanEck CLO ETF's stock?

Of the 162 institutional investors that purchased VanEck CLO ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Investment Advisors LLC ($1.29M), Independence Asset Advisors LLC ($1.10M), Redhawk Wealth Advisors Inc. ($944.01K), LPL Financial LLC ($779.05K), Orion Portfolio Solutions LLC ($712.81K), Envestnet Asset Management Inc. ($458.46K), and Syon Capital LLC ($455.31K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 10,217,284 shares in the last 24 months. This purchase volume represents approximately $540.09M in transactions.

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

Of the 50 institutional investors that sold VanEck CLO ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Redhawk Wealth Advisors Inc. ($936.38K), Envestnet Asset Management Inc. ($826.89K), LPL Financial LLC ($88.01K), WESPAC Advisors LLC ($54.71K), Ferguson Shapiro LLC ($48.80K), Heritage Oak Wealth Advisors LLC ($43.43K), and Maridea Wealth Management LLC ($38.95K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 2,487,781 shares in the last 24 months. This volume of shares sold represents approximately $131.58M in transactions.


Related Companies

This page (NYSEARCA:CLOI) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
This Social Security Shift Could Boost Benefits by 400%
If you currently collect Social Security—or plan to in the future—this may be one of the most important update...
InvestorPlace | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
A new rule goes live in July — and the banks are quietly crushing it
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored