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VanEck BDC Income ETF

235 hedge funds and large institutions have $694M invested in VanEck BDC Income ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

2.42% more ownership

Funds ownership: 45.96%48.39% (+2.4%)

6% less capital invested

Capital invested by funds: $735M → $694M (-$41.2M)

6% less funds holding

Funds holding: 250235 (-15)

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

40% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $42.3M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
235
Holders Change
-15
Holders Change %
-6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
32
Increased
89
Reduced
76
Closed
42
Calls
$25.4M
Puts
$42.3M
Net Calls
-$16.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$97.6M +$24.2M +1,794,136 +31%
Morgan Stanley
2
Morgan Stanley
New York
$86.4M +$5.37M +398,822 +6%
Wells Fargo
3
Wells Fargo
California
$52.4M -$4.34M -322,229 -7%
LPL Financial
4
LPL Financial
California
$32.4M -$405K -30,105 -1%
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$30.6M +$9.64M +715,930 +43%
GAM
6
Generali Asset Management
Italy
$28.2M
Two Sigma Investments
7
Two Sigma Investments
New York
$27.2M -$1.75M -130,300 -6%
CA
8
Cambridge Associates
Massachusetts
$24.1M +$9.11M +676,672 +39%
Raymond James Financial
9
Raymond James Financial
Florida
$23.3M +$5.58M +414,452 +30%
IFG
10
Independent Financial Group
California
$16.9M -$588K -43,696 -3%
MHFA
11
Mission Hills Financial Advisory
California
$16M +$509K +37,818 +3%
TCA
12
Transcend Capital Advisors
New Jersey
$15.1M +$1.18M +87,791 +8%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$13M +$12.3M +910,861 +873%
CCM
14
Condor Capital Management
New Jersey
$9.6M -$840K -62,392 -8%
Lido Advisors
15
Lido Advisors
California
$7.2M -$166K -12,343 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.44M +$131K +9,763 +2%
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.29M +$2.08M +154,150 +46%
MOS
18
MGO One Seven
Ohio
$5.56M +$1.06M +78,916 +22%
EH
19
Equitable Holdings
New York
$5.54M +$1.36M +101,227 +35%
BCP
20
Berkeley Capital Partners
Georgia
$5.37M +$5.64M +419,203 New
CCMG
21
Clark Capital Management Group
Pennsylvania
$5.28M -$198K -14,678 -3%
Cerity Partners
22
Cerity Partners
New York
$4.98M +$1.63M +121,161 +45%
UBS Group
23
UBS Group
Switzerland
$4.82M -$4.34M -322,129 -46%
Stifel Financial
24
Stifel Financial
Missouri
$4.81M -$290K -21,539 -5%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$4.68M +$4.92M +365,388 New

BIZD Hedge Fund Activity: Q1 2026 in Review

235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2026, worth a combined $694M — down 5.6% from $735M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BIZD and 32 opened new positions — a net loss of 10 holders — while 76 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $24.2M. The largest seller was Bard Associates, cutting an estimated $9.76M.

  • 235 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2026, down from 250 in Q4 2025.
  • Funds reported $694M of VanEck BDC Income ETF stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 32 funds opened new VanEck BDC Income ETF positions in Q1 2026 and 42 closed out, a net change of -10 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2026 was Bank of America, an estimated $24.2M added.
  • The largest VanEck BDC Income ETF seller in Q1 2026 was Bard Associates, an estimated $9.76M sold.

Based on aggregated 13F filings for Q1 2026.