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VanEck BDC Income ETF

59 hedge funds and large institutions have $67.6M invested in VanEck BDC Income ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

31% more capital invested

Capital invested by funds: $51.5M → $67.6M (+$16.1M)

3.19% less ownership

Funds ownership: 36.1%32.91% (-3.2%)

6% less funds holding

Funds holding: 6359 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$352K -$32.2K -2,903 -9%
TAM
27
Tradition Asset Management
Virginia
$320K -$349K -31,444 -54%
MML Investors Services
28
MML Investors Services
Massachusetts
$299K +$59.2K +5,338 +28%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$243K -$21K -1,895 -9%
CA
30
Cetera Advisors
Colorado
$226K +$76.2K +6,870 +58%
WA
31
Wambolt & Associates
Colorado
$223K +$7.56K +682 +4%
EGA
32
Eagle Global Advisors
Texas
$219K +$55.5K +5,000 +38%
FAAS
33
First Allied Advisory Services
California
$205K +$55 +5 +0%
Truist Financial
34
Truist Financial
North Carolina
$201K +$6.36K +573 +4%
IAA
35
Independent Advisor Alliance
North Carolina
$183K +$56.8K +5,123 +50%
VBFP
36
Valtinson Bruner Financial Planning
Minnesota
$155K +$9.7K +875 +8%
CF
37
Centaurus Financial
California
$137K +$4.99K +450 +4%
EH
38
Equitable Holdings
New York
$131K -$45.8K -4,131 -28%
NA
39
NewEdge Advisors
Louisiana
$130K +$118K +10,667 New
HighTower Advisors
40
HighTower Advisors
Illinois
$130K +$119K +10,707 New
Creative Planning
41
Creative Planning
Kansas
$130K +$119K +10,722 New
TSS
42
Two Sigma Securities
New York
$123K +$113K +10,164 New
CFGS
43
Concourse Financial Group Securities
Alabama
$119K +$9.98K +900 +10%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$104K -$44.4K -4,000 -32%
FPB
45
First PREMIER Bank
South Dakota
$97K
APA
46
American Portfolios Advisors
New York
$82.2K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$79K
PBF
48
Petix & Botte Financial
California
$69K +$126K +11,386 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$61K
AWA
50
Arkadios Wealth Advisors
Georgia
$58.7K +$49.9K +4,500 +692%

BIZD Hedge Fund Activity: Q2 2020 in Review

59 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2020, worth a combined $67.6M — up 31% from $51.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BIZD and 9 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 25 added.

The largest buyer was Gradient Investments, adding an estimated $3.65M. The largest seller was Royal Bank of Canada, cutting an estimated $4.16M.

  • 59 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2020, down from 63 in Q1 2020.
  • Funds reported $67.6M of VanEck BDC Income ETF stock for Q2 2020, up 31% quarter-over-quarter.
  • 9 funds opened new VanEck BDC Income ETF positions in Q2 2020 and 13 closed out, a net change of -4 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2020 was Gradient Investments, an estimated $3.65M added.
  • The largest VanEck BDC Income ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $4.16M sold.

Based on aggregated 13F filings for Q2 2020.