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VanEck CLO ETF (CLOI) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$113.82M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$12.36M
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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
5/17/2024 WealthPlan Investment Management LLC201,538$10.65M1.6%+20.0%3.304%
5/16/2024 Jane 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%
5/9/2024 Orion 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%
5/7/2024 Benedetti & 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%
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%
2/12/2024Adams 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%
2/9/2024 Orion Portfolio Solutions LLC712,814$37.24M0.4%N/A32.401%
2/9/2024 Balboa Wealth Partners11,989$625K0.2%N/A0.545%
2/8/2024 Curi Wealth Management LLC120,469$6.28M0.9%+4.1%5.476%
2/7/2024 VisionPoint Advisory Group LLC2,803$146K0.1%N/A0.127%
2/6/2024 Lincoln National Corp5,221$272K0.0%+33.2%0.237%
2/2/2024 TAP Consulting LLC12,878$671K0.2%N/A0.585%
1/31/2024 Beaumont Financial Advisors LLC129,389$6.74M0.6%-1.3%5.881%
1/30/2024 TRUE Private Wealth Advisors4,486$234K0.0%N/A0.204%
1/29/2024 Altus Wealth Group LLC14,728$768K0.4%+1.5%0.669%
1/26/2024 WESPAC Advisors LLC54,282$2.83M2.0%+26.2%2.467%
1/24/2024 Seed Wealth Management Inc.7,510$392K0.4%N/A0.341%
1/23/2024 Black Swift Group LLC13,200$688K0.2%-82.7%0.600%
1/22/2024 Financial Management Network Inc.6,166$322K0.1%N/A0.280%
1/18/2024 Gradient Investments LLC78,871$4.11M0.1%-49.8%3.585%
1/16/2024CoreCap Advisors LLC5,340$278K0.0%-86.4%0.243%
1/11/2024 TCP Asset Management LLC10,561$550K0.2%N/A0.480%
1/5/2024 WealthPLAN Partners LLC137,135$7.15M0.7%+33.6%6.233%
1/5/2024 WealthPlan Investment Management LLC167,957$8.76M1.4%+5.1%7.634%
11/16/2023 VitalStone Financial LLC74,864$3.89M3.3%N/A3.403%
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11/15/2023 WealthPlan Investment Management LLC159,737$8.33M1.0%N/A7.261%
11/13/2023 Wright Fund Management LLC25,200$1.31M0.1%N/A1.145%
11/13/2023 LPL Financial LLC264,388$13.79M0.0%+386.2%12.018%
11/6/2023 Curi Wealth Management LLC115,747$6.04M0.9%-6.2%5.261%
11/6/2023 Lincoln National Corp3,921$205K0.0%N/A0.178%
11/6/2023 Black Swift Group LLC76,415$3.99M1.3%-24.1%3.473%
11/2/2023 Benedetti & Gucer Inc.16,519$862K0.5%N/A0.751%
11/2/2023 WealthPlan Investment Management LLC102,662$5.36M0.6%N/A4.666%
11/1/2023 Beaumont Financial Advisors LLC131,152$6.84M0.7%-0.6%5.961%
10/27/2023 Gradient Investments LLC157,007$8.19M0.2%-0.9%7.137%
10/26/2023 WESPAC Advisors LLC43,026$2.24M1.7%+6.8%1.956%
10/23/2023 Sheets Smith Wealth Management4,000$209K0.0%N/A0.182%
10/23/2023 FAS Wealth Partners Inc.659$34K0.0%+48.1%0.030%
10/23/2023Commonwealth Equity Services LLC3,865$202K0.0%N/A0.176%
8/9/2023 Flow Traders U.S. LLC54,953$2.84M0.1%N/A2.498%
8/7/2023 Cassaday & Co Wealth Management LLC4,528$234K0.0%N/A0.206%
8/2/2023 Bank of Montreal Can28,500$1.47M0.0%N/A2.375%
8/2/2023 Beaumont Financial Advisors LLC131,921$6.82M0.6%N/A10.993%
8/1/2023 Truist Financial Corp4,924$254K0.0%N/A0.410%
7/31/2023 Curi Wealth Management LLC123,439$6.38M0.9%N/A10.287%
7/31/2023 LPL Financial LLC54,383$2.81M0.0%N/A4.532%
7/28/2023 WESPAC Advisors LLC40,296$2.08M1.7%N/A3.358%
7/20/2023 Black Swift Group LLC100,730$5.21M1.8%+4.3%8.394%
7/11/2023 Gradient Investments LLC158,464$8.19M0.2%-3.7%13.205%
5/3/2023 Family Asset Management LLC750$38K0.0%N/A0.150%
5/3/2023Adams Wealth Management22,425$1.15M0.4%N/A4.485%
5/3/2023 Van ECK Associates Corp80,000$4.11M0.0%-75.0%16.000%
4/17/2023 Gradient Investments LLC164,503$8.44M0.2%N/A32.901%
2/8/2023 Van ECK Associates Corp320,000$16.20M0.0%+60.0%64.000%
(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, 39 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were Orion Portfolio Solutions LLC ($36.98M), LPL Financial LLC ($13.79M), WealthPlan Investment Management LLC ($10.65M), WealthPLAN Partners LLC ($7.63M), Jane Street Group LLC ($7.20M), Beaumont Financial Advisors LLC ($6.76M), and Curi Wealth Management LLC ($6.28M).Learn more on CLOI's institutional investors.

Which institutional investors have been buying VanEck CLO ETF stock?

Of the 38 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), WealthPlan Investment Management LLC ($304.20K), LPL Financial LLC ($264.39K), Gradient Investments LLC ($179.12K), Beaumont Financial Advisors LLC ($131.92K), Curi Wealth Management LLC ($128.16K), and Van ECK Associates Corp ($120K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 2,491,244 shares in the last 24 months. This purchase volume represents approximately $129.53M in transactions.

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

Of the 9 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), Black Swift Group LLC ($87.53K), Gradient Investments LLC ($85.63K), CoreCap Advisors LLC ($33.95K), Orion Portfolio Solutions LLC ($12.65K), Curi Wealth Management LLC ($7.69K), and Beaumont Financial Advisors LLC ($4.00K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 476,850 shares in the last 24 months. This volume of shares sold represents approximately $24.68M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 5/20/2024 by MarketBeat.com Staff

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