VanEck BDC Income ETF
BIZD
145 hedge funds and large institutions have $244M invested in VanEck BDC Income ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
65% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 34
21% more capital invested
Capital invested by funds: $201M → $244M (+$43M)
11% more funds holding
Funds holding: 131 → 145 (+14)
2.5% more ownership
Funds ownership: 35.23% → 37.73% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
96% less call options, than puts
Call options by funds: $23K | Put options by funds: $630K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$10.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.42M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.04M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$2.09M |
| 5 |
SG Americas Securities
New York
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIIMS
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
-$2.4M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.94M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$585K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$570K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$520K |
BIZD Hedge Fund Activity: Q2 2023 in Review
145 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2023, worth a combined $244M — up 21% from $201M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BIZD positions and 9 closed out — a net gain of 16 holders — while 56 added to existing stakes and 34 trimmed.
The largest buyer was Stifel Financial, adding an estimated $10.5M. The largest seller was Analyst IMS Investment Management Services, exiting entirely with an estimated $2.4M sold.
- 145 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2023, up from 131 in Q1 2023.
- Funds reported $244M of VanEck BDC Income ETF stock for Q2 2023, up 21% quarter-over-quarter.
- 25 funds opened new VanEck BDC Income ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
- The largest VanEck BDC Income ETF buyer in Q2 2023 was Stifel Financial, an estimated $10.5M added.
- The largest VanEck BDC Income ETF seller in Q2 2023 was Analyst IMS Investment Management Services, an estimated $2.4M sold.
Based on aggregated 13F filings for Q2 2023.