VANECK CLO ETF (CLOI) Institutional Ownership Changes & 13F Activity
VANECK CLO ETF (CLOI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Synergy Investment Management, Llc, Deseret Mutual Benefit Administrators, Jones Financial Companies Lllp, and Tandem Financial, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -36,621 | -86.4% | 5,770 | $305.52K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Sell | -383 | -3.9% | 9,320 | $493.48K | Q2 2026 | Aug 19, 2026 |
| Copia Wealth Management | Buy | +1,710 | — | 1,710 | $90.55K | Q2 2026 | Aug 18, 2026 |
| Wells Fargo & Company/Mn | Buy | +226,299 | +8697.1% | 228,901 | $12.12M | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +92,578 | — | 92,578 | $4.90M | Q2 2026 | Aug 14, 2026 |
| Deseret Mutual Benefit Administrators | Buy | +61,609 | +18.3% | 398,471 | $21.10M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +55,440 | +22.1% | 306,340 | $16.21M | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, Llc | Buy | +47,514 | +36.6% | 177,333 | $9.39M | Q2 2026 | Aug 14, 2026 |
| Ascent Advisors, Llc | Buy | +47,252 | — | 47,252 | $2.49M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +46,918 | — | 46,918 | $2.48M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +33,733 | — | 33,733 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +31,877 | +33.8% | 126,158 | $6.68M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +28,422 | +101.0% | 56,553 | $2.99M | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Sell | -27,886 | -16.0% | 146,408 | $7.75M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +18,503 | +30.1% | 79,979 | $4.23M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +8,586 | +45.5% | 27,444 | $1.45M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -8,137 | -12.5% | 57,069 | $3.02M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +7,815 | — | 7,815 | $413.78K | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +7,394 | +2.9% | 259,161 | $13.72M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -4,596 | -1.1% | 423,873 | $22.44M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +4,046 | +13.1% | 34,981 | $1.85M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +3,721 | — | 3,721 | $197.03K | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Buy | +2,728 | +4.1% | 69,960 | $3.70M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +2,570 | +7.0% | 39,045 | $2.07M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -2,232 | -7.4% | 27,755 | $1.47M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -1,670 | -13.1% | 11,073 | $586.30K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +909 | +4.8% | 19,869 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +666 | +2.3% | 29,785 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +293 | +4.2% | 7,213 | $381.93K | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, Inc | Buy | +257 | +3.3% | 8,057 | $426.62K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about CLOI activity
Which institutional owners are buying CLOI?
Institutional owners buying CLOI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CLOI activity?
"Buy" means an investor increased their reported position in CLOI compared to the prior reporting period. This reflects growing exposure to VANECK CLO ETF (CLOI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CLOI increasing?
Institutional interest in CLOI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.