Who owns VANECK CLO ETF?
- Ticker: CLOI
- CUSIP Number: 92189h748
Tip: Access positions for across all investors
Analyze quarterly positions in Vaneck Clo Etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold VANECK CLO ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Redhawk Wealth Advisors | 944k | $50M | 100% | Dec 2024 |
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Capital Investment Advisors | 927k | $49M | 53% | Dec 2024 |
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LPL Financial | 714k | $38M | 19% | Sep 2024 |
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Orion Portfolio Solutions | 677k | $36M | 100% | Sep 2024 |
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Envestnet Asset Management | 482k | $26M | 595% | Sep 2024 |
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Syon Capital | 337k | $18M | 100% | Sep 2024 |
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WealthPlan Investment Management | 263k | $14M | 24% | Sep 2024 |
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Gradient Investments | 259k | $14M | 7% | Dec 2024 |
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Brookstone Capital Management | 228k | $12M | 100% | Dec 2024 |
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Beaumont Financial Advisors | 215k | $11M | 51% | Dec 2024 |
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Harwood Advisory | 192k | $10M | -1% | Sep 2024 |
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Colony | 182k | $28M | 100% | Sep 2024 |
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Clark Capital Management Group | 176k | $9.4M | 100% | Sep 2024 |
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Assetmark | 169k | $9.0M | 13% | Sep 2024 |
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TRUE Private Wealth Advisors | 158k | $8.4M | 229% | Sep 2024 |
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RMB Capital Management | 153k | $8.1M | 9% | Sep 2024 |
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Feltz Wealth PLAN | 152k | $8.0M | 3% | Sep 2024 |
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Mml Investors Services | 144k | $7.7M | 13% | Sep 2024 |
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Ferguson Shapiro | 97k | $5.1M | -34% | Dec 2024 |
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VitalStone Financial | 96k | $5.1M | 9% | Sep 2024 |
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Wayfinding Financial | 82k | $4.3M | 100% | Sep 2024 |
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CoreCap Advisors | 69k | $3.7M | -5% | Sep 2024 |
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Prudential Financial | 68k | $3.6M | 100% | Sep 2024 |
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Harvest Investment Services | 63k | $3.3M | 16% | Sep 2024 |
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Sugar Maple Asset Management | 63k | $3.3M | 547% | Dec 2024 |
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WESPAC Advisors | 55k | $2.9M | 3% | Sep 2024 |
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Financial Management Network | 53k | $2.8M | 13% | Sep 2024 |
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Ancora Advisors | 53k | $2.8M | 100% | Sep 2024 |
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Castleview Partners | 49k | $2.6M | 0% | Dec 2024 |
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Envestnet Portfolio Solutions | 49k | $2.6M | 84% | Sep 2024 |
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Jane Street | 49k | $2.6M | -20% | Sep 2024 |
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Lokken Investment Group | 44k | $2.3M | 100% | Sep 2024 |
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PCG Wealth Advisors | 42k | $2.2M | 13% | Dec 2024 |
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Black Swift Group | 39k | $2.1M | 19% | Sep 2024 |
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Sanctuary Advisors | 37k | $2.0M | 100% | Sep 2024 |
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Coco Enterprises | 37k | $1.9M | 100% | Sep 2024 |
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Visionary Wealth Advisors | 33k | $1.7M | 100% | Sep 2024 |
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VisionPoint Advisory Group | 31k | $1.6M | 11% | Sep 2024 |
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Branch Banking & Trust Company | 31k | $1.6M | 15% | Sep 2024 |
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Advisor Group Holdings | 31k | $1.6M | 100% | Sep 2024 |
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Allen Capital Group | 30k | $1.6M | 8% | Dec 2024 |
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Atria Wealth Solutions | 29k | $1.6M | 10% | Sep 2024 |
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SFG Wealth Management | 28k | $1.5M | -9% | Dec 2024 |
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B.O.S.S. Retirement Advisors | 27k | $1.4M | 100% | Dec 2024 |
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CacheTech | 25k | $1.3M | 11% | Sep 2024 |
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Adams Wealth Management | 25k | $1.3M | 11% | Sep 2024 |
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Advisor OS | 25k | $1.3M | 20% | Sep 2024 |
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WCG Wealth Advisors | 24k | $1.3M | 10% | Sep 2024 |
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Trademark Financial Management | 24k | $1.3M | 8% | Sep 2024 |
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TAP Consulting | 23k | $1.2M | 25% | Sep 2024 |
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Mercer Global Advisors | 23k | $1.2M | 100% | Sep 2024 |
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Mutual Advisors | 23k | $1.2M | 16% | Dec 2024 |
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TCP Asset Management | 22k | $1.2M | -5% | Dec 2024 |
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Eqis Capital Management | 21k | $1.1M | 4% | Sep 2024 |
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Milestone Asset Management | 20k | $1.1M | -33% | Dec 2024 |
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Us Bancorp | 19k | $1.0M | 100% | Sep 2024 |
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Arete Wealth Advisors | 19k | $1.0M | 100% | Sep 2024 |
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Sentinel Pension Advisors | 16k | $868k | 36% | Dec 2024 |
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Private Advisor | 14k | $736k | 37% | Sep 2024 |
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BEAM Asset Management | 13k | $700k | 2% | Sep 2024 |
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Stratos Wealth Partners | 13k | $671k | 100% | Dec 2024 |
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Flow Traders US | 12k | $644k | -74% | Sep 2024 |
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Fulcrum Equity Management | 12k | $641k | 8% | Sep 2024 |
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Symphony Financial | 12k | $617k | 1% | Dec 2024 |
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Iams Wealth Management | 11k | $560k | 100% | Dec 2024 |
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Ameritas Advisory Services | 10k | $537k | 100% | Dec 2024 |
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Sunbelt Securities | 10k | $533k | 93% | Sep 2024 |
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Geneos Wealth Management | 9.6k | $506k | 100% | Dec 2024 |
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Independence Asset Advisors | 9.2k | $484k | 100% | Dec 2024 |
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Trustmark National Bank - Trust Department | 8.9k | $474k | 100% | Sep 2024 |
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Paradigm Financial Partners | 8.4k | $444k | 100% | Sep 2024 |
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Warren Averett Asset Management | 7.9k | $417k | 35% | Sep 2024 |
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Strategic Blueprint | 7.6k | $402k | 3% | Dec 2024 |
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Stonebridge Financial Planning Group | 7.6k | $404k | 100% | Sep 2024 |
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Arkadios Wealth Advisors | 7.4k | $393k | 30% | Dec 2024 |
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Kingsview Wealth Management | 7.2k | $381k | 100% | Dec 2024 |
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Balboa Wealth Partners | 6.3k | $336k | 100% | Sep 2024 |
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TFB Advisors | 5.5k | $293k | 17% | Dec 2024 |
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We Are One Seven | 4.9k | $261k | 17% | Sep 2024 |
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Lowe fs | 4.8k | $255k | 3589% | Dec 2024 |
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Authentikos Wealth Advisory | 4.8k | $255k | 100% | Dec 2024 |
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Perennial Investment Advisors | 4.7k | $247k | -32% | Sep 2024 |
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RWM Asset Management | 4.6k | $243k | 100% | Dec 2024 |
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Sheets Smith Wealth Management | 4.5k | $238k | 12% | Dec 2024 |
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Cambridge Investment Research Advisors | 4.3k | $229k | -3% | Sep 2024 |
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Atria Investments | 4.3k | $228k | -3% | Sep 2024 |
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Insigneo Advisory Services | 4.2k | $223k | 0% | Sep 2024 |
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Synovus Financial Corp. | 4.0k | $210k | 100% | Sep 2024 |
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National Asset Management | 3.9k | $205k | 100% | Sep 2024 |
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Royal Bank of Canada | 3.2k | $166k | -89% | Sep 2024 |
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Centaurus Financial | 2.6k | $136k | 100% | Sep 2024 |
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Annapolis Financial Services | 2.5k | $133k | 0% | Sep 2024 |
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Continuum Advisory | 2.5k | $131k | 100% | Sep 2024 |
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Atlantic Trust | 2.1k | $111k | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 2.0k | $104k | -94% | Sep 2024 |
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Goss Wealth Management | 1.8k | $95k | 100% | Sep 2024 |
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Mattson Financial Services | 1.7k | $90k | 0% | Sep 2024 |
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FSA Wealth Management | 1.0k | $53k | 100% | Sep 2024 |
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UBS Group | 960.00 | $51k | -88% | Sep 2024 |
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Financial Advisory Service | 863.00 | $46k | 2% | Sep 2024 |
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PSI Advisors | 802.00 | $42k | 2% | Dec 2024 |
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Family Asset Management | 762.00 | $40k | 0% | Sep 2024 |
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Brian McDonald | 612.00 | $33k | 145% | Sep 2024 |
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Harbour Investments | 568.00 | $30k | 100% | Sep 2024 |
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Van Eck Associates Corp. | 437.00 | $23k | 84% | Dec 2024 |
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Fifth Third Bancorp | 375.00 | $20k | 100% | Dec 2024 |
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Principal Securities | 362.00 | $19k | -99% | Dec 2024 |
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Global Retirement Partners | 361.00 | $19k | 36% | Sep 2024 |
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Salem Investment Counselors | 300.00 | $16k | 0% | Dec 2024 |
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MV Capital Management | 262.00 | $14k | 0% | Sep 2024 |
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CWM | 243.00 | $13k | 100% | Sep 2024 |
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Massmutual Trust | 237.00 | $13k | 100% | Dec 2024 |
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Valley National Advisers | 205.00 | $10k | 100% | Dec 2024 |
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Pineridge Advisors | 121.00 | $6.4k | 100% | Dec 2024 |
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Financial Gravity Companies | 14.00 | $742.999600 | 100% | Sep 2024 |
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Farther Finance Advisors | 3.00 | $159.000000 | 100% | Sep 2024 |
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FMR | 1.00 | $53.000000 | 0% | Sep 2024 |
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Who sold out of Vaneck Clo Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 69k | $3.6M |
Heritage Oak Wealth Advisors | Jun 2024 | 39k | $2.0M |
Park Avenue Securities | Sep 2024 | 33k | $1.8M |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Jun 2024 | 10k | $547k |
Commonwealth Equity Services | Jun 2024 | 10k | $544k |
Concurrent Investment Advisors | Jun 2024 | 4.8k | $252k |
RFG Advisory | Sep 2024 | 4.2k | $223k |
Two Sigma Securities | Jun 2024 | 4.0k | $210k |
Raleigh Capital Management | Sep 2024 | 2.2k | $116k |
Brown Financial Advisors | Jun 2024 | 313.00 | $17k |
Paladin Wealth | Sep 2024 | 295.00 | $16k |
Richardson Financial Services | Sep 2024 | 266.00 | $14k |
Penserra Capital Management | Jun 2024 | 150.00 | $8.0k |
Fortitude Family Office | Sep 2024 | 139.00 | $7.4k |
Triad Wealth Partners | Jun 2024 | 94.00 | $5.0k |