VanEck BDC Income ETF
BIZD
126 hedge funds and large institutions have $161M invested in VanEck BDC Income ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
2% more funds holding
Funds holding: 124 → 126 (+2)
6.54% less ownership
Funds ownership: 41.57% → 35.03% (-6.5%)
30% less capital invested
Capital invested by funds: $230M → $161M (-$68.6M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.8M |
| 2 |
Millennium Management
New York
|
+$3.31M |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$1.49M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$1.45M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$761K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$43.5M |
| 2 |
Morgan Stanley
New York
|
-$16.9M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$1.88M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.7M |
BIZD Hedge Fund Activity: Q3 2022 in Review
126 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2022, worth a combined $161M — down 30% from $230M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BIZD positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.8M. The largest seller was Gradient Investments, cutting an estimated $43.5M.
- 126 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2022, up from 124 in Q2 2022.
- Funds reported $161M of VanEck BDC Income ETF stock for Q3 2022, down 30% quarter-over-quarter.
- 15 funds opened new VanEck BDC Income ETF positions in Q3 2022 and 13 closed out, a net change of +2 holders.
- The largest VanEck BDC Income ETF buyer in Q3 2022 was LPL Financial, an estimated $6.8M added.
- The largest VanEck BDC Income ETF seller in Q3 2022 was Gradient Investments, an estimated $43.5M sold.
Based on aggregated 13F filings for Q3 2022.