KIM
BDCIU

Karpus Investment Management’s BTC Development Corp Unit BDCIU Stock Holding History

Karpus Investment Management’s Portfolio BDCIU Stock Details BDCIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47M Sell
145,800
-850
-0.6% -$8.63K 0.05% 183
2025
Q4 		$1.49M Sell
146,650
-3,350
-2% -$34.4K 0.05% 174
2025
Q3 		$1.51M Buy
+150,000
New +$1.51M 0.05% 163

Other funds holding BDCIU

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Karpus Investment Management's BDCIU Position: Q1 2026 in Review

Karpus Investment Management reduced its BTC Development Corp Unit (BDCIU) stake by 0.58% in Q1 2026, selling an estimated $8.63K and leaving 145,800 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #183.

Karpus Investment Management first reported a position in BDCIU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q3 2025. 14 funds tracked by Wall St. Rank hold BDCIU as of Q1 2026.

  • Karpus Investment Management held 145,800 shares of BTC Development Corp Unit worth $1.47M as of Q1 2026.
  • Karpus Investment Management sold 850 BTC Development Corp Unit shares in Q1 2026, an estimated $8.63K.
  • BTC Development Corp Unit made up 0.05% of Karpus Investment Management's portfolio in Q1 2026, its #183 holding.
  • Karpus Investment Management first reported a position in BTC Development Corp Unit in Q3 2025 and has held it in 3 quarters since.
  • Karpus Investment Management's BTC Development Corp Unit position peaked at $1.51M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held BTC Development Corp Unit as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.