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VanEck BDC Income ETF
BIZD

123 hedge funds and large institutions have $188M invested in VanEck BDC Income ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

9% more funds holding

Funds holding: 113 → 123 (+10)

0% more capital invested

Capital invested by funds: $187M → $188M (+$702K)

2.26% less ownership

Funds ownership: 37.33% → 35.07% (-2.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.74M

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
45
Reduced
32
Closed
16
Calls
–
Puts
$3.74M
Net Calls
-$3.74M
Net Calls Change
-$3.74M

Top Buyers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
+$3.32M
2
LPL Financial
LPL Financial
California
+$2.01M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.38M
4
Stifel Financial
Stifel Financial
Missouri
+$1.37M
5
Morgan Stanley
Morgan Stanley
New York
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$6.42M
2
AS
Altshuler Shaham
Israel
-$3.71M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$1.2M
4
CF
Centaurus Financial
California
-$1.12M
5
KWM
Kingsview Wealth Management
Oregon
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
26
Financial Management Network
California
$1.33M +$181K +10,456 +16%
Mariner
27
Mariner
Kansas
$1.24M – – –
OMC
28
Old Mission Capital
Illinois
$1.2M +$116K +6,692 +11%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.15M +$104K +6,023 +10%
IWM
30
IHT Wealth Management
Illinois
$1.06M +$485K +27,944 +83%
CC
31
Claybrook Capital
Massachusetts
$990K +$326K +18,800 +49%
BRWA
32
B. Riley Wealth Advisors
Florida
$970K +$33.2K +1,915 +4%
HighTower Advisors
33
HighTower Advisors
Illinois
$950K +$126K +7,259 +15%
HT
34
HAP Trading
New York
$902K +$909K +52,423 New
SI
35
Stephens Inc
Arkansas
$888K -$15.6K -900 -2%
KAS
36
Kestra Advisory Services
Texas
$885K -$88K -5,073 -9%
CQS
37
Credential Qtrade Securities
$869K +$370K +21,350 +73%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$840K +$9.9K +571 +1%
CF
39
Centaurus Financial
California
$836K -$1.12M -64,415 -57%
RCA
40
Ranch Capital Advisors
Florida
$734K +$7.94K +458 +1%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$726K -$47.2K -2,723 -6%
JP Morgan Chase
42
JP Morgan Chase
New York
$717K +$666K +38,430 +1,182%
SF
43
Symphony Financial
Texas
$656K -$16.1K -931 -2%
PAG
44
Private Advisor Group
New Jersey
$632K -$366K -21,095 -36%
BAM
45
Belpointe Asset Management
Nevada
$617K +$67.2K +3,877 +12%
WP
46
WealthSource Partners
California
$614K +$46K +2,650 +8%
NAM
47
NTV Asset Management
West Virginia
$597K +$602K +34,700 New
MCC
48
Money Concepts Capital
Florida
$597K +$602K +34,701 New
AR
49
Apeiron RIA
Texas
$571K +$575K +33,150 New
FA
50
Flagstar Advisors
New York
$491K +$494K +28,501 New
1
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BIZD Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2021, worth a combined $188M — up 0.37% from $187M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BIZD positions and 16 closed out — a net gain of 13 holders — while 45 added to existing stakes and 32 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $3.32M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $6.42M sold.

  • 123 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $188M of VanEck BDC Income ETF stock for Q4 2021, up 0.37% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q4 2021 and 16 closed out, a net change of +13 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2021 was Clark Capital Management Group, an estimated $3.32M added.
  • The largest VanEck BDC Income ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $6.42M sold.

Based on aggregated 13F filings for Q4 2021.