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VanEck BDC Income ETF
BIZD

223 hedge funds and large institutions have $665M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

122% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 41

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more capital invested

Capital invested by funds: $432M → $665M (+$233M)

19% more funds holding

Funds holding: 188 → 223 (+35)

0.16% more ownership

Funds ownership: 36.3% → 36.46% (+0.16%)

34% less call options, than puts

Call options by funds: $326K | Put options by funds: $491K

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
91
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.3M
2
NFT
Nan Fung Trinity
Hong Kong
+$5.59M
3
HH
Hilltop Holdings
Texas
+$5.21M
4
Millennium Management
Millennium Management
New York
+$3.41M
5
DA
Denali Advisors
California
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.77M
2
GI
Gradient Investments
Minnesota
-$6.28M
3
IA
IFP Advisors
Florida
-$6.11M
4
SA
Sanctuary Advisors
Indiana
-$2.27M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
226
Gradient Investments
Minnesota
– -$6.28M -379,194 Closed
Marshall Wace
227
Marshall Wace
United Kingdom
– -$1.96M -118,626 Closed
SMC
228
Smith, Moore & Co
Missouri
– -$879K -53,053 Closed
ASN
229
Advisory Services Network
Georgia
– -$506K -29,576 Closed
TCA
230
Transcend Capital Advisors
New Jersey
– -$459K -27,693 Closed
Prudential Financial
231
Prudential Financial
New Jersey
– -$412K -24,850 Closed
EWA
232
EP Wealth Advisors
California
– -$304K -18,375 Closed
BFWM
233
Bright Futures Wealth Management
New York
– -$261K -15,963 Closed
Corient Private Wealth
234
Corient Private Wealth
Florida
– -$181K -10,957 Closed
TI
235
Trexquant Investment
Connecticut
– -$170K -10,265 Closed
FFA
236
Farther Finance Advisors
California
– -$130K -7,847 Closed
LC
237
Lindbrook Capital
California
– -$93.6K -5,650 Closed
JIP
238
Jaffetilchin Investment Partners
Florida
– -$45.8K -2,765 Closed
MIM
239
Macroview Investment Management
Maryland
– -$20.8K -1,256 Closed
PW
240
Paladin Wealth
Minnesota
– -$2.93K -177 Closed
HR
241
Howe & Rusling
New York
– -$1.77K -107 Closed
6 7 8 9
10

BIZD Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2024, worth a combined $665M — up 54% from $432M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BIZD positions and 16 closed out — a net gain of 37 holders — while 91 added to existing stakes and 41 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.

  • 223 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2024, up from 188 in Q3 2024.
  • Funds reported $665M of VanEck BDC Income ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 53 funds opened new VanEck BDC Income ETF positions in Q4 2024 and 16 closed out, a net change of +37 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2024 was Wells Fargo, an estimated $10.3M added.
  • The largest VanEck BDC Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2024.