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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-36,621-86.4%5,770$305.52KQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-383-3.9%9,320$493.48KQ2 2026Aug 19, 2026
Copia Wealth ManagementBuy+1,7101,710$90.55KQ2 2026Aug 18, 2026
Wells Fargo & Company/MnBuy+226,299+8697.1%228,901$12.12MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+92,57892,578$4.90MQ2 2026Aug 14, 2026
Deseret Mutual Benefit AdministratorsBuy+61,609+18.3%398,471$21.10MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+55,440+22.1%306,340$16.21MQ2 2026Aug 14, 2026
Tandem Financial, LlcBuy+47,514+36.6%177,333$9.39MQ2 2026Aug 14, 2026
Ascent Advisors, LlcBuy+47,25247,252$2.49MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+46,91846,918$2.48MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+33,73333,733$1.79MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+31,877+33.8%126,158$6.68MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+28,422+101.0%56,553$2.99MQ2 2026Aug 14, 2026
Curi Capital, LlcSell-27,886-16.0%146,408$7.75MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+18,503+30.1%79,979$4.23MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+8,586+45.5%27,444$1.45MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-8,137-12.5%57,069$3.02MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+7,8157,815$413.78KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+7,394+2.9%259,161$13.72MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-4,596-1.1%423,873$22.44MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+4,046+13.1%34,981$1.85MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+3,7213,721$197.03KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+2,728+4.1%69,960$3.70MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+2,570+7.0%39,045$2.07MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-2,232-7.4%27,755$1.47MQ2 2026Aug 14, 2026
&PartnersSell-1,670-13.1%11,073$586.30KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+909+4.8%19,869$1.05MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+666+2.3%29,785$1.58MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+293+4.2%7,213$381.93KQ2 2026Aug 14, 2026
Wealth Watch Advisors, IncBuy+257+3.3%8,057$426.62KQ2 2026Aug 14, 2026
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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.