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VanEck BDC Income ETF
BIZD

89 hedge funds and large institutions have $112M invested in VanEck BDC Income ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

49% more capital invested

Capital invested by funds: $75.2M → $112M (+$37M)

41% more funds holding

Funds holding: 63 → 89 (+26)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

5.53% more ownership

Funds ownership: 34.83% → 40.36% (+5.5%)

Holders
89
Holders Change
+26
Holders Change %
+41.27%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
21
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$4.36M
2
AS
Altshuler Shaham
Israel
+$2.76M
3
CWM
Centric Wealth Management
Illinois
+$1.98M
4
HH
Hilltop Holdings
Texas
+$1.85M
5
Bank of America
Bank of America
North Carolina
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.7M
2
Morgan Stanley
Morgan Stanley
New York
-$2.59M
3
FAIM
Financial Advocates Investment Management
Washington
-$638K
4
AAS
Avantax Advisory Services
Texas
-$603K
5
BL
Balentine LLC
Georgia
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$945K – – –
HB
27
Homrich & Berg
Georgia
$905K +$849K +65,880 New
FFWM
28
Future Financial Wealth Management
Ohio
$863K +$810K +62,858 New
SI
29
Stephens Inc
Arkansas
$856K – – –
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$815K +$765K +59,363 New
SIS
31
Sound Income Strategies
Florida
$735K +$690K +53,520 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$654K +$47.7K +3,699 +8%
Lido Advisors
33
Lido Advisors
California
$600K – – –
RCA
34
Ranch Capital Advisors
Florida
$547K +$35.9K +2,784 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$522K -$76.7K -5,954 -14%
JIR
36
James Investment Research
Ohio
$503K +$472K +36,640 New
KAS
37
Kestra Advisory Services
Texas
$496K -$85.2K -6,607 -15%
BRWA
38
B. Riley Wealth Advisors
Florida
$494K -$477K -37,045 -51%
AR
39
Advisory Research
Illinois
$494K +$463K +35,934 New
HT
40
HAP Trading
New York
$467K +$438K +33,981 New
MML Investors Services
41
MML Investors Services
Massachusetts
$453K +$129K +9,994 +43%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$431K +$66.9K +5,192 +20%
ACM
43
Ascendant Capital Management
California
$412K +$387K +30,000 New
TCA
44
Transcend Capital Advisors
New Jersey
$382K +$358K +27,805 New
TYCC
45
Texas Yale Capital Corp
Florida
$382K +$359K +27,850 New
KM
46
Kalos Management
Georgia
$371K -$122K -9,457 -27%
SF
47
Symphony Financial
Texas
$357K -$166K -12,873 -33%
CF
48
Centaurus Financial
California
$340K +$191K +14,807 +149%
CIM
49
Confluence Investment Management
Missouri
$334K +$313K +24,303 New
IAA
50
Independent Advisor Alliance
North Carolina
$297K +$76.3K +5,922 +38%
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BIZD Hedge Fund Activity: Q4 2020 in Review

89 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2020, worth a combined $112M — up 49% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIZD positions and 7 closed out — a net gain of 27 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $4.36M. The largest seller was JP Morgan Chase, cutting an estimated $5.7M.

  • 89 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $112M of VanEck BDC Income ETF stock for Q4 2020, up 49% quarter-over-quarter.
  • 34 funds opened new VanEck BDC Income ETF positions in Q4 2020 and 7 closed out, a net change of +27 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2020 was NewEdge Advisors, an estimated $4.36M added.
  • The largest VanEck BDC Income ETF seller in Q4 2020 was JP Morgan Chase, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2020.