VanEck CLO ETF
CLOI

$52.94

0%

Market Cap: $445M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

1,067% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 3

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]

59% more funds holding

Funds holding: 54 [Q1] → 86 (+32) [Q2]

33% more capital invested

Capital invested by funds: $164M [Q1] → $218M (+$53.7M) [Q2]

3.38% less ownership

Funds ownership: 59.69% [Q1] → 56.31% (-3.38%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for CLOI.

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Financial journalist opinion

CLO ETFs in Focus: Virtus, Blondbloxx, Nuveen Plot Entrance

Several firms are planning to launch collateralized loan obligation (CLO) ETFs, enhancing options for investors. CLOs have provided attractive risk-adjusted returns over the past decade, especially when compared to other fixed income investments.

CLO ETFs in Focus: Virtus, Blondbloxx, Nuveen Plot Entrance

Exploring Recent Catalysts for CLOs

Intensifying speculation that the Federal Reserve is nearing a potentially sizable interest rate reduction has provided some support for fixed income assets, as highlighted by a gain of nearly 1% over the past month by the Bloomberg U.S. Aggregate Bond Index. However, some fixed income ETFs have been better bets over the course of 2024.

Exploring Recent Catalysts for CLOs

Is CLO Outperformance Set To Continue?

CLO ETF performance has been outstanding these past few years. Most have seen below-average drawdowns, significant dividend growth, and massive outperformance with above-average yields. Yields range from 6.4% to 8.9%, and that is without leverage or excessive credit risk.

Is CLO Outperformance Set To Continue?

CLOs Offer Perks Relative to Other High Yield Assets

Bond yields remain elevated. But many income investors want to access strong income streams with reduced credit or interest rate risk.

CLOs Offer Perks Relative to Other High Yield Assets

CLOI: Delivering A 6.9% Yield With Low Volatility

The VanEck CLO ETF (CLOI) is a fixed income exchange-traded fund. We covered this name right when it was issued with a 'Buy' rating, and assigned a 'Hold' in 2023. The ETF has delivered robust returns since its inception and hasn't experienced significant downturns. CLOI has outperformed AAA-only peers, offers high yield until Fed rate cuts, and has low volatility, making it a strong investment option.

CLOI: Delivering A 6.9% Yield With Low Volatility

CLO Strategy Selectively Adds Risk Amid Rally

By William Sokol, Director of Product Management CLOs started the year strong and new issuance is at record pace. Tighter AAA spreads and a stable economic outlook drove a modest shift in our CLO strategy into lower investment grade tranches, but selection is key.

CLO Strategy Selectively Adds Risk Amid Rally

CLOI: Strong CLO ETF, But Better Choices Out There

CLO ETFs offer investors strong yields and performance. CLOI is a CLO ETF focusing on investment-grade tranches, but with a diversified portfolio. It yields 5.9%, somewhat less than expected, but returns have been a bit higher in the past, and quite strong overall.

CLOI: Strong CLO ETF, But Better Choices Out There

Good Reasons to Consider CLO ETFs

Exchange traded funds tracking collateralized loan obligations (CLO) might be on the receiving end of more attention and assets as market participants scour the fixed income universe for lower-risk, high-yield opportunities. That could be a positive for the VanEck CLO ETF (CLOI).

Good Reasons to Consider CLO ETFs

CLOs Now a Core Necessity

By William Sokol, Director of Product Management Despite their lack of inclusion in broad “agg” indices, CLOs have proven they belong in investors' core bond portfolios. Bond investors typically look to their core bond portfolios to provide a ballast against market volatility.

CLOs Now a Core Necessity

CLO Credit Risk Could Be Worth the Gambit

In the world of collateralized loan obligations (CLOs), market participants tend to favor the highest-rated issues, often sticking to CLOs with AAA grades. That's prudent.

CLO Credit Risk Could Be Worth the Gambit

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