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VanEck BDC Income ETF
BIZD

60 hedge funds and large institutions have $82.2M invested in VanEck BDC Income ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $75.1M → $82.2M (+$7.12M)

9% more funds holding

Funds holding: 55 → 60 (+5)

0.32% more ownership

Funds ownership: 37.84% → 38.16% (+0.32%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$3.03M
2
GI
Gradient Investments
Minnesota
+$1.62M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02M
4
AWM
AE Wealth Management
Kansas
+$792K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$594K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.15M
2
CIM
Confluence Investment Management
Missouri
-$454K
3
AIP
Ahrens Investment Partners
Louisiana
-$332K
4
APA
American Portfolios Advisors
New York
-$303K
5
Morgan Stanley
Morgan Stanley
New York
-$293K
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
26
Pension Partners
New York
$306K +$301K +18,392 New
FAAS
27
First Allied Advisory Services
California
$279K +$82 +5 +0%
LA
28
LexAurum Advisors
Kansas
$272K -$62.6K -3,822 -19%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$272K -$1.15K -70 -0.4%
CAMG
30
CWA Asset Management Group
Florida
$253K +$250K +15,230 New
MML Investors Services
31
MML Investors Services
Massachusetts
$242K +$58.8K +3,589 +33%
GI
32
Glovista Investments
New Jersey
$230K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$223K +$219K +13,388 New
GHAM
34
Gilman Hill Asset Management
Connecticut
$208K – – –
CA
35
Cetera Advisors
Colorado
$201K – – –
BTS
36
BB&T Securities
Virginia
$200K +$198K +12,073 New
Lido Advisors
37
Lido Advisors
California
$195K – – –
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$194K – – –
ACM
39
Advisors Capital Management
New Jersey
$187K -$3.77K -230 -2%
RJA
40
Raymond James & Associates
Florida
$174K +$639 +39 +0.4%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$173K +$3.74K +228 +2%
APA
42
American Portfolios Advisors
New York
$162K -$303K -18,511 -66%
CFGS
43
Concourse Financial Group Securities
Alabama
$139K – – –
UBS Group
44
UBS Group
Switzerland
$131K +$19K +1,158 +17%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$83K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$79K – – –
WOC
47
West Oak Capital
California
$77K +$43.4K +2,650 +133%
HNB
48
Huntington National Bank
Ohio
$60K – – –
WCM
49
Whitener Capital Management
North Carolina
$56K – – –
QCIG
50
Quad-Cities Investment Group
Iowa
$50K -$11.5K -700 -19%
1
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BIZD Hedge Fund Activity: Q2 2019 in Review

60 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2019, worth a combined $82.2M — up 9.5% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BIZD positions and 5 closed out — a net gain of 6 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $3.03M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.15M sold.

  • 60 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2019, up from 55 in Q1 2019.
  • Funds reported $82.2M of VanEck BDC Income ETF stock for Q2 2019, up 9.5% quarter-over-quarter.
  • 11 funds opened new VanEck BDC Income ETF positions in Q2 2019 and 5 closed out, a net change of +6 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2019 was Deutsche Bank, an estimated $3.03M added.
  • The largest VanEck BDC Income ETF seller in Q2 2019 was Goldman Sachs, an estimated $4.15M sold.

Based on aggregated 13F filings for Q2 2019.