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VanEck BDC Income ETF
BIZD

Overview Fund Activity

49 hedge funds and large institutions have $89.1M invested in VanEck BDC Income ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
17
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.69M
2
GI
2
Glovista Investments
New Jersey
$4.05M
3
Deutsche Bank
3
Deutsche Bank
Germany
$3.42M
4
Bank of America
4
Bank of America
North Carolina
$5.64M
5
TCM
5
Tradition Capital Management
New Jersey
$1.87M

Top Sellers

1
RBC
1
Roble Belko & Company
Pennsylvania
$0
2
GI
2
Gradient Investments
Minnesota
$9.09M
3
PAG
3
Private Advisory Group
Washington
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.52M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$278K +$41.3K +2,415 +17%
Creative Planning
27
Creative Planning
Kansas
$270K +$270K +15,829 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$244K -$25.9K -1,519 -10%
SPC
29
Sigma Planning Corp
Michigan
$242K -$13.7K -806 -5%
FAAS
30
First Allied Advisory Services
California
$205K +$205K +12,012 New
ACM
31
Advisors Capital Management
New Jersey
$203K +$5.44K +318 +3%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$195K -$32K -1,873 -14%
LWS
33
Lucia Wealth Services
California
$192K -$95.1K -5,578 -33%
KCM
34
Kendall Capital Management
Maryland
$185K -$16.3K -958 -8%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$118K +$77K +4,506 +188%
IA
36
IFP Advisors
Florida
$100K +$23.6K +1,381 +31%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$85K -$1.34K -79 -2%
AAM
38
Advisors Asset Management
Colorado
$61K – – –
WCM
39
Whitener Capital Management
North Carolina
$58K +$58K +3,400 New
AIM
40
Anchor Investment Management
South Carolina
$45.9K – – –
ASN
41
Advisory Services Network
Georgia
$28K +$28K +1,630 New
CWA
42
Clarus Wealth Advisors
Arizona
$23K – – –
WOC
43
West Oak Capital
California
$17.1K +$17.1K +1,000 New
SFM
44
Signet Financial Management
New Jersey
$11K – – –
HNB
45
Huntington National Bank
Ohio
$10K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$9K +$9K +500 New
SWP
47
Stratos Wealth Partners
Ohio
$9K +$9K +500 New
KF
48
Krilogy Financial
Missouri
$6K +$6K +350 New
CF
49
Centaurus Financial
California
$348 -$251K -14,430 -100%
RBC
50
Roble Belko & Company
Pennsylvania
– -$5.3M -318,749 Closed
1
2
3