VanEck BDC Income ETF
BIZD
39 hedge funds and large institutions have $55.6M invested in VanEck BDC Income ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
37% more capital invested
Capital invested by funds: $40.6M → $55.6M (+$14.9M)
22% more funds holding
Funds holding: 32 → 39 (+7)
3.81% more ownership
Funds ownership: 38.06% → 41.87% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.18M |
| 2 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$852K |
| 3 |
LPL Financial
San Diego,
California
|
+$592K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$524K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradition Capital Management
Summit,
New Jersey
|
-$468K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$381K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$110K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$86.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$14.1K |
BIZD Hedge Fund Activity: Q4 2016 in Review
39 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2016, worth a combined $55.6M — up 37% from $40.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BIZD positions and 4 closed out — a net gain of 8 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.18M. The largest seller was Tradition Capital Management, exiting entirely with an estimated $468K sold.
- 39 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2016, up from 32 in Q3 2016.
- Funds reported $55.6M of VanEck BDC Income ETF stock for Q4 2016, up 37% quarter-over-quarter.
- 12 funds opened new VanEck BDC Income ETF positions in Q4 2016 and 4 closed out, a net change of +8 holders.
- The largest VanEck BDC Income ETF buyer in Q4 2016 was Morgan Stanley, an estimated $7.18M added.
- The largest VanEck BDC Income ETF seller in Q4 2016 was Tradition Capital Management, an estimated $468K sold.
Based on aggregated 13F filings for Q4 2016.