VanEck CLO ETF (CLOI)
11,229 Shares in VanEck CLO ETF $CLOI Acquired by Bay Colony Advisory Group Inc d b a Bay Colony Advisors
Bay Colony Advisory Group Inc d b a Bay Colony Advisors acquired a new stake in VanEck CLO ETF (NYSEARCA:CLOI) in the second quarter, according to its most recent filing with the SEC. The fund acquired 11,229 shares of the company's stock, valued at approximately $595,000. A number of other hedge funds
Ferguson Shapiro LLC Has $5.08 Million Stake in VanEck CLO ETF $CLOI
Ferguson Shapiro LLC boosted its holdings in VanEck CLO ETF (NYSEARCA:CLOI) by 58.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 96,010 shares of the company's stock after purchasing an additional 35,263 shares during the
Alpha Zero LLC Acquires Shares of 158,268 VanEck CLO ETF $CLOI
Alpha Zero LLC acquired a new stake in shares of VanEck CLO ETF (NYSEARCA:CLOI) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 158,268 shares of the company's stock, valued at approximately $8,341,000. VanEck CLO ETF makes
Farther Finance Advisors LLC Raises Stock Holdings in VanEck CLO ETF $CLOI
Farther Finance Advisors LLC boosted its position in shares of VanEck CLO ETF (NYSEARCA:CLOI) by 46,508.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 15,847 shares of the company's stock after buying an additional 15,813 shares during the quarter. Farther Finance
CLOI: Buy The Complexity Premium Before It Disappears
VanEck CLO ETF earns a buy rating for its dynamic allocation across IG CLO tranches, offering a compelling blend of yield and risk control. CLOI's active management by PineBridge enables opportunistic rotation, capturing a persistent 50–150 bps complexity premium over comparable corporate credit with minimal duration risk. The fund's floating-rate structure, strong diversification, and near-zero equity beta make it an effective non-correlated income sleeve as Fed policy normalizes.
The Pivot in Portfolios: What to Watch as VanEck Takes Stage at Exchange
As we navigate the first quarter of 2026, advisor interest is increasingly shifting toward traditional hedges and quality-oriented products. VanEck, a pioneer in thematic and hard-asset investing, has seen its lineup take center stage as market participants grapple with a shifting macro environment.
VanEck CLO ETF (NYSEARCA:CLOI) Sees Large Growth in Short Interest
VanEck CLO ETF (NYSEARCA:CLOI - Get Free Report) saw a significant increase in short interest in January. As of January 15th, there was short interest totaling 72,562 shares, an increase of 33.5% from the December 31st total of 54,360 shares. Currently, 0.3% of the shares of the company are sold short. Based on an average
VanEck CLO ETF $CLOI Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC increased its holdings in shares of VanEck CLO ETF (NYSEARCA:CLOI) by 12.4% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 173,820 shares of the company's stock after buying an additional 19,148 shares during the
VanEck CLO ETF $CLOI Shares Acquired by Brookstone Capital Management
Brookstone Capital Management boosted its position in VanEck CLO ETF (NYSEARCA:CLOI) by 7.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 308,695 shares of the company's stock after acquiring an additional 22,237 shares during the quarter. Brookstone
Gradient Investments LLC Reduces Stock Position in VanEck CLO ETF $CLOI
Gradient Investments LLC cut its stake in VanEck CLO ETF (NYSEARCA:CLOI) by 4.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 265,383 shares of the company's stock after selling 12,354 shares during the quarter. Gradient Investments LLC owned 1.15%
Geneos Wealth Management Inc. Has $8.13 Million Position in VanEck CLO ETF $CLOI
Geneos Wealth Management Inc. boosted its position in VanEck CLO ETF (NYSEARCA:CLOI) by 28.5% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 153,503 shares of the company's stock after purchasing an additional 34,036 shares during the quarter. Geneos Wealth Management
CLOI: Low Potential For Revaluation
The VanEck CLO ETF offers core income exposure to investment-grade CLO tranches, with a focus on floating-rate, short spread duration assets. I recommend maintaining a portfolio allocation of no more than 2% to CLOI, given limited spread compression potential and risk of spread widening. CLOI's yield is currently around 5%, with over 90% of assets in AAA, AA, and A tranches, providing strong credit protection.
CLOI Follow-Up: Income Resilience Amid Rate Cuts
VanEck CLO ETF remains a buy, offering strong income and defensive positioning amid evolving interest rate and credit market dynamics. CLOI's floating-rate structure, high yield (5.95%), and active management make it attractive as the Fed approaches rate cuts, despite a slight dip in momentum. Expense ratio reduction to 0.36% and continued strong inflows highlight CLOI's competitiveness and growing investor demand for income-focused ETFs.
Private-credit ETFs are here. Why your retirement account may be their next target.
Private-credit ETFs aren't in 401(k)s yet — but they are Wall Street's latest effort to bring private assets to the masses and, eventually, into retirement plans.
CLOI: Capitalizing On Strong CLO Trends For 2025
VanEck CLO ETF is a buy for income-focused investors seeking capital preservation and high yield with relatively low risk. CLOI's floating rate structure and active management are well-positioned to benefit from positive CLO market trends and tightening spreads. The fund offers a competitive 5.64% yield, diversified holdings, and slightly better recent returns than peers, justifying its higher expense ratio.
CLOI, an actively managed ETF, invests in investment grade CLO tranches, offering the potential for higher income and more attractive total return opportunities
NEW YORK , June 23, 2025 /PRNewswire/ -- VanEck today celebrates the three-year anniversary of the VanEck CLO ETF (CLOI), reinforcing its position as one of the top-performing and fastest-growing funds in the collateralized loan obligation (CLO) ETF space. Since its launch on June 23, 2022, CLOI has distinguished itself through consistent performance and disciplined risk management, culminating in more than $1 billion in assets under management—a reflection of growing investor trust in the strategy.
CLOI: A Disappointing Performance During The Storm (Rating Downgrade)
CLOI, a fixed income ETF, buys investment-grade CLO tranches but recently showed a -4% drawdown due to liquidity issues, not credit spread widening. Despite its 5.8% yield, CLOI's volatility and drawdown are disproportionate compared to similar funds, making it less appealing in the current uncertain macro environment. CLOI's drawdown was comparable to junk bonds, highlighting its vulnerability to liquidity shocks, which is concerning for a short-dated IG bond fund.
Time Is Right for CLO ETFs
The Federal Reserve obliged fixed income investors by lowering interest rates in September. However, spreads for investment-grade and high-yield debt are tight.
New CLO ETF Offers High Income, Reduced Risk
For the uninitiated, collateralized loan obligations (CLOs) may appear too good to be true. This corner of the bond market offers tempting yields, usually well in excess of aggregate bond strategies, with relatively low credit risk.
CLOI Could Be A Solution For Lower Rates (Rating Upgrade)
Investors seeking high dividend yields in a lower Fed Funds environment should consider increasing credit risk with the VanEck CLO ETF. CLOI invests in AA and BBB CLO tranches, offering higher yields with minimal additional credit risk compared to AAA tranches. While CLOI isn't immune to lower Fed Funds, it compensates with higher all-in yields due to lower-rated holdings.