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VanEck BDC Income ETF

144 hedge funds and large institutions have $242M invested in VanEck BDC Income ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+14
Holders Change %
+10.77%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
55
Reduced
34
Closed
9
Calls
$23K
Puts
$630K
Net Calls
-$607K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
26
SlateStone Wealth
Florida
$1.38M -$223K -14,500 -14%
FMN
27
Financial Management Network
California
$1.33M +$147K +9,823 +12%
WS
28
Wedbush Securities
California
$1.33M +$17.8K +1,159 +1%
Northern Trust
29
Northern Trust
Illinois
$1.29M +$1.29M +83,711 New
BBL
30
Beck Bode LLC
Massachusetts
$1.24M -$78.3K -5,096 -6%
FFWM
31
Future Financial Wealth Management
Ohio
$1.19M +$21.5K +1,400 +2%
AI
32
AXS Investments
New York
$1.19M +$1.19M +77,500 New
Two Sigma Investments
33
Two Sigma Investments
New York
$1.18M +$1.18M +76,700 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.17M +$362K +23,538 +45%
BRWA
35
B. Riley Wealth Advisors
Florida
$1.13M -$8.96K -583 -0.8%
Mariner
36
Mariner
Kansas
$1.13M -$13.9K -907 -1%
CFGS
37
Concourse Financial Group Securities
Alabama
$1.09M +$25.5K +1,660 +2%
Marshall Wace
38
Marshall Wace
United Kingdom
$1.06M +$1.06M +69,002 New
CC
39
Claybrook Capital
Massachusetts
$984K +$71.3K +4,645 +8%
SIC
40
Samalin Investment Counsel
New York
$892K +$278K +18,128 +45%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$883K -$614K -40,000 -41%
SF
42
Symphony Financial
Texas
$819K -$344K -22,372 -30%
KWA
43
Kingswood Wealth Advisors
California
$816K +$816K +53,151 New
RCA
44
Ranch Capital Advisors
Florida
$691K +$9.48K +617 +1%
Cerity Partners
45
Cerity Partners
New York
$684K -$15.4K -1,000 -2%
AWA
46
Arete Wealth Advisors
Illinois
$661K +$661K +43,059 New
PIA
47
Perennial Investment Advisors
California
$654K +$14.6K +951 +2%
KAS
48
Kestra Advisory Services
Texas
$651K +$151K +9,809 +30%
WA
49
Wealth Alliance
New York
$617K +$51.7K +3,367 +9%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$606K -$599K -38,967 -50%