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VanEck BDC Income ETF
BIZD

Overview Fund Activity

32 hedge funds and large institutions have $40.6M invested in VanEck BDC Income ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
18
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.26M
2
GI
2
Gradient Investments
Minnesota
$5.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.45M
4
SWP
4
Stratos Wealth Partners
Ohio
$843K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$823K

Top Sellers

1
TCM
1
Tradition Capital Management
New Jersey
$468K
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$688K
4
CG
4
Caprock Group
Idaho
$0
5
SCM
5
Sterling Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$52.3K – – –
Wells Fargo
27
Wells Fargo
California
$48K -$71.1K -3,999 -60%
AAM
28
Advisors Asset Management
Colorado
$46K – – –
GWM
29
Geneos Wealth Management
Colorado
$35K – – –
FNBT
30
FineMark National Bank & Trust
Florida
$5K +$5K +273 New
SBL
31
Sargent Bickham Lagudis
Colorado
$5 +$5 +300 New
VKH
32
Virtu KCG Holdings
New York
– -$414K -24,846 Closed
CG
33
Caprock Group
Idaho
– -$318K -19,112 Closed
SCM
34
Sterling Capital Management
North Carolina
– -$183K -10,960 Closed
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
– -$17K -1,000 Closed
SEI Investments
36
SEI Investments
Pennsylvania
– -$15K -893 Closed
1
2