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VanEck BDC Income ETF
BIZD

Overview Fund Activity

130 hedge funds and large institutions have $199M invested in VanEck BDC Income ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
53
Reduced
35
Closed
14
Calls
$1.17M
Puts
$215K
Net Calls
+$954K
Net Calls Change
+$772K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.7M
2
Bank of America
2
Bank of America
North Carolina
$19.6M
3
Wells Fargo
3
Wells Fargo
California
$9.08M
4
LPL Financial
4
LPL Financial
California
$29.2M
5
ACM
5
Ascendant Capital Management
California
$1.32M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.9K
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$0
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$1.26M -$53.3K -3,598 -4%
CPRC
27
Consolidated Portfolio Review Corp
New York
$1.19M +$1.19M +80,276 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.16M +$633K +42,689 +119%
FMN
29
Financial Management Network
California
$1.12M +$12.1K +847 +1%
SF
30
Symphony Financial
Texas
$1.11M – – –
BRWA
31
B. Riley Wealth Advisors
Florida
$1.1M +$2.79K +188 +0.3%
Mariner
32
Mariner
Kansas
$1.1M +$13.4K +907 +1%
FFWM
33
Future Financial Wealth Management
Ohio
$1.09M -$675 -47 -0.1%
PAG
34
Private Advisor Group
New Jersey
$1.06M +$18.4K +1,243 +2%
CFGS
35
Concourse Financial Group Securities
Alabama
$1.03M +$282K +19,000 +38%
HighTower Advisors
36
HighTower Advisors
Illinois
$944K -$99.2K -6,698 -10%
B
37
Barings
North Carolina
$908K +$579K +39,069 +176%
CC
38
Claybrook Capital
Massachusetts
$882K +$28.9K +1,950 +3%
CF
39
Centaurus Financial
California
$822K +$156K +10,538 +23%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$783K +$79.8K +5,379 +11%
Cerity Partners
41
Cerity Partners
New York
$675K -$633K -42,662 -48%
RCA
42
Ranch Capital Advisors
Florida
$658K +$12.4K +833 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$648K +$316K +21,273 +95%
NW
44
Naviter Wealth
Arkansas
$627K -$410K -27,636 -40%
PIA
45
Perennial Investment Advisors
California
$617K +$335K +22,584 +119%
SIC
46
Samalin Investment Counsel
New York
$593K +$233K +15,709 +65%
TCA
47
Transcend Capital Advisors
New Jersey
$570K -$53.4K -3,600 -9%
RWA
48
Rainsberger Wealth Advisors
Colorado
$567K +$145K +9,811 +35%
SMA
49
Sage Mountain Advisors
Georgia
$563K -$658K -44,348 -54%
WA
50
Wealth Alliance
New York
$546K -$22.5K -1,516 -4%
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