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VanEck BDC Income ETF
BIZD

Overview Fund Activity

102 hedge funds and large institutions have $164M invested in VanEck BDC Income ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
42
Reduced
26
Closed
11
Calls
–
Puts
$187K
Net Calls
-$187K
Net Calls Change
-$187K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
IAN
2
Integrated Advisors Network
Texas
$4.75M
3
Creative Planning
3
Creative Planning
Kansas
$3.49M
4
LPL Financial
4
LPL Financial
California
$16.9M
5
Wells Fargo
5
Wells Fargo
California
$6.82M

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$0
2
AOG
2
Alpha Omega Group
Virginia
$3.35M
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$623K
5
RCA
5
Ranch Capital Advisors
Florida
$692K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.44M 83,809 -26,143 -24%
Mariner
27
Mariner
Kansas
$1.34M 77,974 +9,115 +13%
CF
28
Centaurus Financial
California
$1.31M 76,554 +24,631 +47%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.3M 75,647 +2,729 +4%
FFWM
30
Future Financial Wealth Management
Ohio
$1.26M 73,659 +3,795 +5%
SI
31
Stephens Inc
Arkansas
$977K 56,910 -3,482 -6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$956K 55,729 +4,918 +10%
PAG
33
Private Advisor Group
New Jersey
$906K 52,827 -13,050 -20%
BRWA
34
B. Riley Wealth Advisors
Florida
$860K 50,062 +11,050 +28%
KAS
35
Kestra Advisory Services
Texas
$850K 49,562 +21,498 +77%
BAAM
36
Baker Avenue Asset Management
California
$837K 48,819 +48,819 New
TC
37
TownSquare Capital
Utah
$782K 45,614 +45,614 New
HighTower Advisors
38
HighTower Advisors
Illinois
$771K 44,920 +14,314 +47%
SIS
39
Sound Income Strategies
Florida
$755K 44,000 -9,476 -18%
Lido Advisors
40
Lido Advisors
California
$736K 42,892 +200 +0.5%
RCA
41
Ranch Capital Advisors
Florida
– – -41,406 Closed
SF
42
Symphony Financial
Texas
$669K 39,061 -2,057 -5%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$656K 38,218 +38,218 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$623K 36,329 -39,728 -52%
PCP
45
Proficio Capital Partners
Massachusetts
$587K 34,200 +34,200 New
AIP
46
Ahrens Investment Partners
Louisiana
$557K 32,438 +32,438 New
ASFA
47
All Season Financial Advisors
Colorado
$553K 32,228 +32,228 New
BAM
48
Belpointe Asset Management
Nevada
$539K 31,390 +18,709 +148%
AFP
49
Ausdal Financial Partners
Iowa
$514K 29,952 +4,380 +17%
Truist Financial
50
Truist Financial
North Carolina
$503K 29,333 +9,247 +46%
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