Independence Asset Advisors LLC Has $44.97 Million Holdings in VanEck AA-BB CLO ETF $CLOB

Independence Asset Advisors LLC lifted its holdings in VanEck AA-BB CLO ETF (NYSEARCA:CLOB) by 126.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 882,028 shares of the company’s stock after purchasing an additional 492,971 shares during the quarter. VanEck AA-BB CLO ETF accounts for about 19.1% of Independence Asset Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Independence Asset Advisors LLC owned 31.50% of VanEck AA-BB CLO ETF worth $44,971,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Darwin Wealth Management LLC boosted its holdings in shares of VanEck AA-BB CLO ETF by 2.5% in the third quarter. Darwin Wealth Management LLC now owns 156,334 shares of the company’s stock worth $7,971,000 after buying an additional 3,739 shares during the last quarter. Castleview Partners LLC grew its holdings in VanEck AA-BB CLO ETF by 14.9% during the third quarter. Castleview Partners LLC now owns 41,364 shares of the company’s stock valued at $2,109,000 after purchasing an additional 5,355 shares during the period. Osaic Holdings Inc. purchased a new stake in VanEck AA-BB CLO ETF in the second quarter worth about $206,000. Tower Research Capital LLC TRC bought a new position in shares of VanEck AA-BB CLO ETF in the second quarter worth about $84,000. Finally, EP Wealth Advisors LLC purchased a new position in shares of VanEck AA-BB CLO ETF during the 2nd quarter valued at about $336,000.

VanEck AA-BB CLO ETF Trading Down 0.0%

Shares of NYSEARCA:CLOB opened at $50.92 on Wednesday. The stock has a 50 day moving average of $50.84 and a 200 day moving average of $50.83. VanEck AA-BB CLO ETF has a 12-month low of $45.00 and a 12-month high of $51.17.

VanEck AA-BB CLO ETF Company Profile

The VanEck AA-BB CLO ETF (CLOB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund actively invests in collateralized loan obligations (CLOs) of any maturity that are rated between AA+ and BB-. While targeting USD-denominated high-quality CLOs, the fund may still hold high-yield bonds in foreign currency. CLOB was launched on Sep 24, 2024 and is issued by VanEck.