VanEck BDC Income ETF
BIZD
162 hedge funds and large institutions have $366M invested in VanEck BDC Income ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 44 reducing their positions, and 24 closing their positions.
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
27% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 44
26% more capital invested
Capital invested by funds: $290M → $366M (+$76.4M)
6.16% more ownership
Funds ownership: 38.23% → 44.38% (+6.2%)
6% more funds holding
Funds holding: 153 → 162 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
18% less call options, than puts
Call options by funds: $342K | Put options by funds: $417K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$64.2M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.69M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$3.55M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$3.03M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$6.3M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.16M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$2.49M |
| 4 |
Millennium Management
New York
|
-$2.15M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.89M |
BIZD Hedge Fund Activity: Q4 2023 in Review
162 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2023, worth a combined $366M — up 26% from $290M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new BIZD positions and 24 closed out — a net gain of 10 holders — while 56 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $64.2M. The largest seller was Lloyd Advisory Services, exiting entirely with an estimated $6.3M sold.
- 162 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2023, up from 153 in Q3 2023.
- Funds reported $366M of VanEck BDC Income ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 34 funds opened new VanEck BDC Income ETF positions in Q4 2023 and 24 closed out, a net change of +10 holders.
- The largest VanEck BDC Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $64.2M added.
- The largest VanEck BDC Income ETF seller in Q4 2023 was Lloyd Advisory Services, an estimated $6.3M sold.
Based on aggregated 13F filings for Q4 2023.