Heritage Oak Wealth Advisors LLC Takes Position in VanEck CLO ETF (NYSEARCA:CLOI)

Heritage Oak Wealth Advisors LLC purchased a new stake in VanEck CLO ETF (NYSEARCA:CLOI) during the second quarter, according to its most recent filing with the SEC. The firm purchased 38,592 shares of the company’s stock, valued at approximately $2,043,000. VanEck CLO ETF accounts for 1.1% of Heritage Oak Wealth Advisors LLC’s portfolio, making the stock its 16th biggest holding. Heritage Oak Wealth Advisors LLC owned about 0.63% of VanEck CLO ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in CLOI. Gradient Investments LLC grew its stake in VanEck CLO ETF by 139.0% during the 2nd quarter. Gradient Investments LLC now owns 223,416 shares of the company’s stock worth $11,828,000 after buying an additional 129,925 shares during the last quarter. WealthPLAN Partners LLC raised its holdings in VanEck CLO ETF by 5.3% in the 1st quarter. WealthPLAN Partners LLC now owns 144,423 shares of the company’s stock worth $7,629,000 after purchasing an additional 7,288 shares during the period. Atria Wealth Solutions Inc. acquired a new position in VanEck CLO ETF in the 2nd quarter worth about $1,413,000. Private Advisor Group LLC acquired a new position in VanEck CLO ETF in the 2nd quarter worth about $537,000. Finally, Jane Street Group LLC increased its stake in VanEck CLO ETF by 36.3% during the 1st quarter. Jane Street Group LLC now owns 136,262 shares of the company’s stock worth $7,197,000 after buying an additional 36,288 shares in the last quarter.

VanEck CLO ETF Stock Up 0.0 %

Shares of CLOI opened at $53.04 on Tuesday. The firm’s fifty day moving average is $52.88 and its two-hundred day moving average is $52.81. VanEck CLO ETF has a 52-week low of $51.88 and a 52-week high of $53.14.

VanEck CLO ETF Company Profile

The VanEck CLO ETF (CLOI) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed to invest in collateralized loan obligations (CLOs) of any maturity. While targeting USD-denominated high-quality CLOs, the fund may still hold high-yield bonds in foreign currency.