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VanEck BDC Income ETF
BIZD

44 hedge funds and large institutions have $79.6M invested in VanEck BDC Income ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $69.6M → $79.6M (+$9.99M)

10% more funds holding

Funds holding: 40 → 44 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 40.5% → 40.33% (-0.17%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$3.95M
2
RBC
Roble Belko & Company
Pennsylvania
+$1.9M
3
Jane Street
Jane Street
New York
+$1.3M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.11M
5
GI
Gradient Investments
Minnesota
+$788K

Top Sellers

1
PAG
Private Advisory Group
Washington
-$503K
2
Ameriprise
Ameriprise
Minnesota
-$472K
3
SI
Stephens Inc
Arkansas
-$301K
4
MC
Moors & Cabot
Massachusetts
-$55.4K
5
GWM
Geneos Wealth Management
Colorado
-$52.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$314K +$52.6K +2,847 +20%
SPC
27
Sigma Planning Corp
Michigan
$313K +$13.8K +748 +5%
PCP
28
Proficio Capital Partners
Massachusetts
$292K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$285K +$287K +15,534 New
GS
30
Girard Securities
California
$276K +$52.5K +2,840 +24%
CAN
31
Cetera Advisor Networks
California
$244K +$245K +13,258 New
MC
32
Moors & Cabot
Massachusetts
$232K -$55.4K -3,000 -19%
Stifel Financial
33
Stifel Financial
Missouri
$229K +$231K +12,502 New
PAG
34
Private Advisory Group
Washington
$214K -$503K -27,243 -70%
LP
35
LGL Partners
Pennsylvania
$210K -$9.06K -490 -4%
WS
36
Wedbush Securities
California
$185K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$92K +$55.4K +3,000 +150%
IA
38
IFP Advisors
Florida
$90K +$6.67K +361 +8%
Creative Planning
39
Creative Planning
Kansas
$82K – – –
AAM
40
Advisors Asset Management
Colorado
$48K – – –
OAM
41
Oppenheimer Asset Management
New York
$36K -$18 -1 -0.1%
SQA
42
Simon Quick Advisors
New Jersey
$31K – – –
UBS Group
43
UBS Group
Switzerland
$8K -$388 -21 -4%
Ameriprise
44
Ameriprise
Minnesota
– -$472K -24,479 Closed
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
– -$4K -200 Closed
1
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BIZD Hedge Fund Activity: Q2 2017 in Review

44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2017, worth a combined $79.6M — up 14% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BIZD positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $3.95M. The largest seller was Private Advisory Group, cutting an estimated $503K.

  • 44 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2017, up from 40 in Q1 2017.
  • Funds reported $79.6M of VanEck BDC Income ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 6 funds opened new VanEck BDC Income ETF positions in Q2 2017 and 2 closed out, a net change of +4 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2017 was Janney Capital Management, an estimated $3.95M added.
  • The largest VanEck BDC Income ETF seller in Q2 2017 was Private Advisory Group, an estimated $503K sold.

Based on aggregated 13F filings for Q2 2017.