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VanEck BDC Income ETF
BIZD

Overview Fund Activity

62 hedge funds and large institutions have $89.1M invested in VanEck BDC Income ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$3.61M
2
Morgan Stanley
Morgan Stanley
New York
$17.9M
3
GI
Gradient Investments
Minnesota
$13M
4
BL
Balentine LLC
Georgia
$733K
5
Truist Financial
Truist Financial
North Carolina
$706K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$280K
2
LA
LexAurum Advisors
Kansas
$0
3
AWM
AE Wealth Management
Kansas
$468K
4
AG
Advisor Group
Arizona
$651K
5
IWM
IHT Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$468K -$265K -15,792 -36%
CAMG
27
CWA Asset Management Group
Florida
$467K +$192K +11,475 +70%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$419K +$419K +25,000 New
SS
29
Simplicity Solutions
Minnesota
$416K -$37.1K -2,211 -8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$415K +$193K +11,514 +87%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$396K +$25.9K +1,550 +7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$379K +$14K +834 +4%
CIAS
33
Capital Investment Advisory Services
North Carolina
$352K +$31.8K +1,900 +10%
GWM
34
Geneos Wealth Management
Colorado
$319K – – –
FAAS
35
First Allied Advisory Services
California
$284K -$48.5K -2,908 -15%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$280K -$345K -20,640 -55%
UBS Group
37
UBS Group
Switzerland
$279K +$37K +2,213 +15%
MML Investors Services
38
MML Investors Services
Massachusetts
$238K -$8.16K -487 -3%
CA
39
Cetera Advisors
Colorado
$234K +$25.3K +1,500 +12%
WA
40
Wambolt & Associates
Colorado
$225K +$16.5K +984 +8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$221K +$1.14K +68 +0.5%
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$196K – – –
CW
43
CreativeOne Wealth
Kansas
$171K +$171K +10,229 New
RJA
44
Raymond James & Associates
Florida
$170K +$170K +10,153 New
GHAM
45
Gilman Hill Asset Management
Connecticut
$168K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$143K +$143K +8,365 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$142K +$83.5K +5,000 +143%
APA
48
American Portfolios Advisors
New York
$113K – – –
WOC
49
West Oak Capital
California
$86K -$8.35K -500 -9%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$84K – – –
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