We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF
BIZD

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

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $76.5M → $89.1M (+$12.6M)

5% more funds holding

Funds holding: 59 → 62 (+3)

0.18% more ownership

Funds ownership: 34.89% → 35.07% (+0.18%)

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

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$3.57M
2
Morgan Stanley
Morgan Stanley
New York
+$2.89M
3
GI
Gradient Investments
Minnesota
+$1.79M
4
BL
Balentine LLC
Georgia
+$726K
5
Truist Financial
Truist Financial
North Carolina
+$700K

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$342K
2
LA
LexAurum Advisors
Kansas
-$280K
3
AWM
AE Wealth Management
Kansas
-$262K
4
AG
Advisor Group
Arizona
-$217K
5
IWM
IHT Wealth Management
Illinois
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$468K -$262K -15,792 -36%
CAMG
27
CWA Asset Management Group
Florida
$467K +$190K +11,475 +70%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$419K +$415K +25,000 New
SS
29
Simplicity Solutions
Minnesota
$416K -$36.7K -2,211 -8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$415K +$191K +11,514 +87%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$396K +$25.7K +1,550 +7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$379K +$13.8K +834 +4%
CIAS
33
Capital Investment Advisory Services
North Carolina
$352K +$31.5K +1,900 +10%
GWM
34
Geneos Wealth Management
Colorado
$319K – – –
FAAS
35
First Allied Advisory Services
California
$284K -$48.3K -2,908 -15%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$280K -$342K -20,640 -55%
UBS Group
37
UBS Group
Switzerland
$279K +$36.7K +2,213 +15%
MML Investors Services
38
MML Investors Services
Massachusetts
$238K -$8.08K -487 -3%
CA
39
Cetera Advisors
Colorado
$234K +$24.9K +1,500 +12%
WA
40
Wambolt & Associates
Colorado
$225K +$16.3K +984 +8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$221K +$1.13K +68 +0.5%
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$196K – – –
CW
43
CreativeOne Wealth
Kansas
$171K +$170K +10,229 New
RJA
44
Raymond James & Associates
Florida
$170K +$168K +10,153 New
GHAM
45
Gilman Hill Asset Management
Connecticut
$168K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$143K +$139K +8,365 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$142K +$83K +5,000 +143%
APA
48
American Portfolios Advisors
New York
$113K – – –
WOC
49
West Oak Capital
California
$86K -$8.3K -500 -9%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$84K – – –
1
2
3

BIZD Hedge Fund Activity: Q4 2019 in Review

62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2019, worth a combined $89.1M — up 16% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIZD positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $3.57M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $342K.

  • 62 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2019, up from 59 in Q3 2019.
  • Funds reported $89.1M of VanEck BDC Income ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 12 funds opened new VanEck BDC Income ETF positions in Q4 2019 and 7 closed out, a net change of +5 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2019 was Independent Advisor Alliance, an estimated $3.57M added.
  • The largest VanEck BDC Income ETF seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $342K sold.

Based on aggregated 13F filings for Q4 2019.