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VanEck BDC Income ETF
BIZD

Overview Fund Activity

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.

Holders
89
Holders Change
+26
Holders Change %
+41.27%
% of All Funds
1.58%
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

1
AOG
1
Alpha Omega Group
Virginia
$5.51M
2
NA
2
NewEdge Advisors
Louisiana
$4.79M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$3.17M
4
AS
4
Altshuler Shaham
Israel
$2.99M
5
CWM
5
Centric Wealth Management
Illinois
$2.11M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$58K
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
BL
5
Balentine LLC
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$945K 68,859 – –
HB
27
Homrich & Berg
Georgia
$905K 65,880 +65,880 New
FFWM
28
Future Financial Wealth Management
Ohio
$863K 62,858 +62,858 New
SI
29
Stephens Inc
Arkansas
$856K 62,346 – –
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$815K 59,363 +59,363 New
SIS
31
Sound Income Strategies
Florida
$735K 53,520 +53,520 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$654K 47,668 +3,699 +8%
Lido Advisors
33
Lido Advisors
California
$600K 42,692 – –
RCA
34
Ranch Capital Advisors
Florida
$547K 39,885 +2,784 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$522K 38,067 -5,954 -14%
JIR
36
James Investment Research
Ohio
$503K 36,640 +36,640 New
KAS
37
Kestra Advisory Services
Texas
$496K 36,485 -6,607 -15%
BRWA
38
B. Riley Wealth Advisors
Florida
$494K 35,931 -37,045 -51%
AR
39
Advisory Research
Illinois
$494K 35,934 +35,934 New
HT
40
HAP Trading
New York
$467K 33,981 +33,981 New
MML Investors Services
41
MML Investors Services
Massachusetts
$453K 32,977 +9,994 +43%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$431K 31,367 +5,192 +20%
ACM
43
Ascendant Capital Management
California
$412K 30,000 +30,000 New
TCA
44
Transcend Capital Advisors
New Jersey
$382K 27,805 +27,805 New
TYCC
45
Texas Yale Capital Corp
Florida
$382K 27,850 +27,850 New
KM
46
Kalos Management
Georgia
$371K 25,262 -9,457 -27%
SF
47
Symphony Financial
Texas
$357K 26,268 -12,873 -33%
CF
48
Centaurus Financial
California
$340K 24,736 +14,807 +149%
CIM
49
Confluence Investment Management
Missouri
$334K 24,303 +24,303 New
IAA
50
Independent Advisor Alliance
North Carolina
$297K 21,658 +5,922 +38%
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