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VanEck BDC Income ETF
BIZD

Overview Fund Activity

63 hedge funds and large institutions have $51.5M invested in VanEck BDC Income ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$933K
4
HT
4
HAP Trading
New York
$829K
5
KM
5
Kalos Management
Georgia
$375K

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$95K
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.11M
4
AIP
4
Ahrens Investment Partners
Louisiana
$0
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$280K +$280K +29,986 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$204K -$16.2K -1,745 -7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$202K +$78.7K +8,429 +64%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$199K +$199K +21,338 New
GWM
30
Geneos Wealth Management
Colorado
$188K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$180K +$47.4K +5,069 +36%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$168K -$43.6K -4,668 -21%
WA
33
Wambolt & Associates
Colorado
$165K +$39.8K +4,268 +32%
FAAS
34
First Allied Advisory Services
California
$157K -$1.77K -190 -1%
BAM
35
Belpointe Asset Management
Nevada
$150K +$150K +16,079 New
Truist Financial
36
Truist Financial
North Carolina
$149K -$245K -26,238 -62%
EH
37
Equitable Holdings
New York
$139K -$230K -24,705 -62%
CW
38
CreativeOne Wealth
Kansas
$124K +$28.2K +3,008 +29%
EGA
39
Eagle Global Advisors
Texas
$121K +$121K +13,000 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$118K +$38.4K +4,100 +48%
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$117K – – –
CA
42
Cetera Advisors
Colorado
$110K -$19.9K -2,125 -15%
CF
43
Centaurus Financial
California
$101K -$189K -20,207 -65%
IAA
44
Independent Advisor Alliance
North Carolina
$95K -$1.92M -205,234 -95%
CFGS
45
Concourse Financial Group Securities
Alabama
$83K +$4.68K +500 +6%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$79K – – –
FPB
47
First PREMIER Bank
South Dakota
$74K +$74K +7,950 New
APA
48
American Portfolios Advisors
New York
$63.1K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$47K – – –
HNB
50
Huntington National Bank
Ohio
$34K -$60K – –
1
2
3