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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.85 +0.09 (+0.17%)
Closing price 05/22/2025 04:10 PM Eastern
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$52.85 0.00 (0.00%)
As of 05/22/2025 04:12 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
142
Total
Institutional Inflows
(last 12 months)
$460.24M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$65.96M
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CLOI Institutional Buying and Selling by Quarter

VanEck CLO ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025Mattson Financial Services LLC2,905$153K0.0%+17.8%0.014%
5/21/2025 Geneos Wealth Management Inc.119,467$6.31M0.2%+1,146.5%0.589%
5/20/2025 Integrity Alliance LLC.80,931$4.28M0.2%N/A0.399%
5/19/2025 Jane Street Group LLC96,379$5.09M0.0%-13.0%0.475%
5/16/2025 Arete Wealth Advisors LLC28,615$1.51M0.1%+2.4%0.141%
5/16/2025 NewEdge Advisors LLC19,673$1.04M0.0%+264.4%0.100%
5/16/2025 Clark Capital Management Group Inc.185,344$9.79M0.1%N/A0.941%
5/16/2025 Curi RMB Capital LLC162,657$8.60M0.2%+1.4%0.826%
5/16/2025 Ancora Advisors LLC61,855$3.27M0.1%-2.4%0.314%
5/15/2025 Royal Bank of Canada9,046$478K0.0%-79.8%0.046%
5/15/2025 MAI Capital Management7,234$382K0.0%+498.8%0.037%
5/14/2025 Piedmont Capital Management LLC44,604$2.31M1.6%+14.6%0.226%
5/14/2025 Sax Wealth Advisors LLC6,834$361K0.0%N/A0.035%
5/14/2025 Mosaic Financial Group LLC5,299$280K0.2%N/A0.027%
5/14/2025 Integras Partners LLC141,954$7.50M6.8%+5.4%0.721%
5/14/2025 TFB Advisors LLC6,151$325K0.1%+11.0%0.031%
5/13/2025 Global View Capital Management LLC9,472$500K0.2%-16.4%0.048%
5/13/2025 CacheTech Inc.26,280$1.39M0.3%+3.5%0.133%
5/13/2025 Adams Wealth Management26,280$1.39M0.3%+3.5%0.133%
5/13/2025 Trivium Point Advisory LLC12,845$679K0.1%+55.0%0.065%
5/13/2025 Kovitz Investment Group Partners LLC97,981$5.18M0.0%N/A0.497%
5/13/2025 HighTower Advisors LLC261,035$13.79M0.0%+12.9%1.325%
5/12/2025 Townsquare Capital LLC38,308$2.02M0.0%N/A0.194%
5/12/2025 Beam Wealth Advisors Inc.10,166$537K0.2%-8.3%0.052%
5/12/2025 AlphaCore 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%
5/8/2025 Arkadios Wealth Advisors9,011$476K0.0%+21.1%0.046%
5/8/2025 Geneos 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%
5/7/2025 LPL Financial LLC1,283,259$67.81M0.0%+50.0%6.514%
5/6/2025 Avantax Advisory Services Inc.7,407$391K0.0%+65.9%0.038%
5/6/2025 Advisor OS LLC28,996$1.53M0.2%+12.1%0.147%
5/6/2025 Black Swift Group LLC30,585$1.62M0.4%-6.8%0.155%
5/6/2025 AE Wealth Management LLC222,923$11.78M0.1%-0.9%1.132%
5/6/2025 Summit Wealth Partners LLC9,133$483K0.1%N/A0.046%
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5/6/2025 Richardson Financial Services Inc.524$28K0.0%N/A0.003%
5/6/2025 Proficio Capital Partners LLC173,510$9.17M0.7%N/A0.881%
5/5/2025 J.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%
5/5/2025 FAS Wealth Partners Inc.1,675$89K0.0%+51.7%0.009%
5/5/2025 PCG Wealth Advisors LLC34,403$1.82M0.6%-18.9%0.175%
5/5/2025 Private Advisor Group LLC13,661$722K0.0%-9.9%0.069%
5/2/2025 Allen 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%
5/2/2025 Sigma Planning Corp4,722$250K0.0%N/A0.024%
5/1/2025 Quest 10 Wealth Builders Inc.5,606$296K0.3%+21.8%0.028%
5/1/2025 Fulcrum Equity Management5,478$289K0.3%-12.0%0.028%
5/1/2025 WESPAC Advisors LLC59,799$3.16M2.6%+12.6%0.304%
4/30/2025 Allworth Financial LP2,602$137K0.0%N/A0.013%
4/30/2025 Stratos Wealth Partners LTD.14,858$785K0.0%+16.9%0.075%
4/30/2025 Crossmark Global Holdings Inc.29,211$1.55M0.0%N/A0.148%
4/29/2025 Raleigh Capital Management Inc.622$33K0.0%N/A0.003%
4/29/2025 Envestnet Asset Management Inc.485,336$25.65M0.0%+601.6%2.464%
4/29/2025 Wayfinding Financial LLC87,627$4.63M2.0%N/A0.445%
4/29/2025 Brookstone Capital Management299,903$15.85M0.2%+31.3%1.522%
4/28/2025 Mutual Advisors LLC27,060$1.42M0.0%+19.3%0.137%
4/28/2025 Heritage Oak Wealth Advisors LLC55,404$2.93M1.3%+5.7%0.281%
4/28/2025 TCP Asset Management LLC33,965$1.80M0.4%+53.7%0.172%
4/28/2025 Rovin Capital UT ADV14,787$781K0.3%N/A0.075%
4/25/2025 Deseret Mutual Benefit Administrators171,701$9.07M4.5%+125.6%0.872%
4/25/2025 Trademark Financial Management LLC88,927$4.70M3.6%+26.1%0.451%
4/25/2025 K.J. Harrison & Partners Inc6,471$342K0.1%N/A0.033%
4/24/2025 CWC Advisors LLC.124,659$6.59M3.7%N/A0.633%
4/24/2025 Sunbelt Securities Inc.3,717$196K0.0%-19.5%0.019%
4/23/2025 Balefire LLC24,922$1.32M0.5%-36.3%0.130%
4/23/2025 Ferguson Shapiro LLC163,010$8.61M3.2%+68.6%0.849%
4/23/2025 Independence Asset Advisors LLC169,808$8.97M29.1%+1,751.4%0.884%
4/23/2025 Sheets Smith Wealth Management4,800$254K0.0%+6.7%0.025%
4/22/2025 Cambridge Investment Research Advisors Inc.99,916$5.28M0.0%+428.2%0.520%
4/22/2025 Castleview Partners LLC43,769$2.31M1.6%+15.7%0.228%
4/21/2025 Envestnet Portfolio Solutions Inc.36,101$1.91M0.0%+118.6%0.188%
4/21/2025 LifeWealth Investments LLC5,980$316K0.1%N/A0.031%
4/18/2025 Optivise Advisory Services LLC10,582$559K0.3%N/A0.055%
4/15/2025 Chris Bulman Inc9,214$487K0.3%-3.9%0.048%
4/15/2025 Redhawk Wealth Advisors Inc.636,442$33.63M4.5%-32.6%3.315%
4/15/2025 Simplicity Wealth LLC4,934$261K0.0%N/A0.026%
4/14/2025 Destiny Wealth Partners LLC4,287$227K0.0%-6.8%0.022%
4/14/2025 Portside Wealth Group LLC4,486$237K0.0%N/A0.023%
4/14/2025 Capital Investment Advisors LLC1,122,520$59.31M1.2%+21.2%5.846%
4/10/2025 Sugar Maple Asset Management LLC70,256$3.71M2.9%+12.4%0.366%
4/10/2025 Cathy Pareto & Associates Inc.14,925$789K0.7%N/A0.078%
4/10/2025 Iams Wealth Management LLC12,986$686K0.3%+22.3%0.068%
4/9/2025 Milestone Asset Management LLC18,178$961K0.2%-9.1%0.095%
4/9/2025 Gradient Investments LLC275,605$14.56M0.3%+6.6%1.435%
4/8/2025 Lowe Wealth Advisors LLC9,969$527K0.2%+106.3%0.052%
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3/24/2025 Fulcrum Equity Management6,228$329K0.3%-48.4%0.033%
3/10/2025Mattson Financial Services LLC2,465$131K0.0%+44.3%0.014%
3/6/2025IronOak Wealth LLC.60,332$3.18M3.6%N/A0.341%
2/28/2025 Park Square Financial Group LLC2,669$141K0.1%N/A0.044%
2/19/2025 Richmond Investment Services LLC19,850$1.05M0.6%N/A0.325%
2/18/2025 Sunbelt Securities Inc.4,618$244K0.0%-54.1%0.076%
2/18/2025 GTS Securities LLC8,906$470K0.0%N/A0.146%
2/18/2025 Stonebridge Financial Planning Group LLC7,917$418K0.2%+3.9%0.130%
2/18/2025 Mpwm Advisory Solutions LLC58,175$3.07M2.2%N/A0.954%
2/17/2025 Waverly Advisors LLC9,444$498K0.0%+20.0%0.155%
(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, 159 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were LPL Financial LLC ($67.81M), Capital Investment Advisors LLC ($59.31M), Syon Capital LLC ($41.80M), Orion Portfolio Solutions LLC ($34.99M), Redhawk Wealth Advisors Inc. ($33.63M), Envestnet Asset Management Inc. ($25.65M), and Brookstone Capital Management ($15.85M).Learn more on CLOI's institutional investors.

Which institutional investors have been buying VanEck CLO ETF stock?

Of the 153 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: Capital Investment Advisors LLC ($1.12M), Redhawk Wealth Advisors Inc. ($944.01K), LPL Financial LLC ($833.44K), Orion Portfolio Solutions LLC ($712.81K), Envestnet Asset Management Inc. ($458.46K), Syon Capital LLC ($455.31K), and WealthPlan Investment Management LLC ($355.92K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 10,892,749 shares in the last 24 months. This purchase volume represents approximately $574.06M in transactions.

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

Of the 42 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: Envestnet Asset Management Inc. ($412.76K), Redhawk Wealth Advisors Inc. ($307.57K), Black Swift Group LLC ($95.92K), LPL Financial LLC ($88.01K), Gradient Investments LLC ($85.63K), CoreCap Advisors LLC ($68.31K), and Ferguson Shapiro LLC ($48.80K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 1,486,379 shares in the last 24 months. This volume of shares sold represents approximately $78.37M in transactions.



This page (NYSEARCA:CLOI) was last updated on 5/23/2025 by MarketBeat.com Staff
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