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VanEck BDC Income ETF
BIZD

96 hedge funds and large institutions have $138M invested in VanEck BDC Income ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

23% more capital invested

Capital invested by funds: $112M → $138M (+$25.4M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

8% more funds holding

Funds holding: 89 → 96 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.73% less ownership

Funds ownership: 40.36% → 36.62% (-3.7%)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
30
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIIMS
Analyst IMS Investment Management Services
Israel
+$2.62M
2
Bank of America
Bank of America
North Carolina
+$1.86M
3
UBS Group
UBS Group
Switzerland
+$1.68M
4
CCP
Cardan Capital Partners
Colorado
+$1.55M
5
Wells Fargo
Wells Fargo
California
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$6.44M
2
MCC
Money Concepts Capital
Florida
-$1.18M
3
TF
Trek Financial
Arizona
-$1.15M
4
AI
Atria Investments
North Carolina
-$1.13M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$815K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.23M +$677K +44,690 +142%
HB
27
Homrich & Berg
Georgia
$1.21M +$134K +8,840 +13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.18M +$528K +34,851 +92%
FFWM
29
Future Financial Wealth Management
Ohio
$1.13M +$106K +7,006 +11%
Mariner
30
Mariner
Kansas
$1.12M – – –
PAG
31
Private Advisor Group
New Jersey
$1.07M -$58.1K -3,835 -6%
SI
32
Stephens Inc
Arkansas
$978K -$29.6K -1,954 -3%
SIS
33
Sound Income Strategies
Florida
$866K -$666 -44 -0.1%
CF
34
Centaurus Financial
California
$841K +$412K +27,187 +110%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$823K +$47.6K +3,143 +7%
Lido Advisors
36
Lido Advisors
California
$692K – – –
SF
37
Symphony Financial
Texas
$674K +$225K +14,850 +57%
RCA
38
Ranch Capital Advisors
Florida
$670K +$23K +1,521 +4%
BRWA
39
B. Riley Wealth Advisors
Florida
$632K +$46.7K +3,081 +9%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$567K +$454K +30,000 +600%
CC
41
Claybrook Capital
Massachusetts
$532K +$497K +32,840 New
MML Investors Services
42
MML Investors Services
Massachusetts
$530K -$3.97K -262 -0.8%
HighTower Advisors
43
HighTower Advisors
Illinois
$498K +$464K +30,606 New
JIR
44
James Investment Research
Ohio
$489K -$97.8K -6,459 -18%
TCA
45
Transcend Capital Advisors
New Jersey
$458K +$8.81K +582 +2%
KAS
46
Kestra Advisory Services
Texas
$455K -$128K -8,421 -23%
TYCC
47
Texas Yale Capital Corp
Florida
$451K – – –
KM
48
Kalos Management
Georgia
$441K +$24.1K +1,588 +6%
AFP
49
Ausdal Financial Partners
Iowa
$414K +$124K +8,218 +47%
PFS
50
Prospera Financial Services
Texas
$384K +$105K +6,910 +41%
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BIZD Hedge Fund Activity: Q1 2021 in Review

96 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2021, worth a combined $138M — up 23% from $112M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BIZD positions and 11 closed out — a net gain of 9 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was Analyst IMS Investment Management Services, opening a new position worth an estimated $2.62M. The largest seller was Gradient Investments, cutting an estimated $6.44M.

  • 96 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2021, up from 89 in Q4 2020.
  • Funds reported $138M of VanEck BDC Income ETF stock for Q1 2021, up 23% quarter-over-quarter.
  • 20 funds opened new VanEck BDC Income ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2021 was Analyst IMS Investment Management Services, an estimated $2.62M added.
  • The largest VanEck BDC Income ETF seller in Q1 2021 was Gradient Investments, an estimated $6.44M sold.

Based on aggregated 13F filings for Q1 2021.