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VanEck BDC Income ETF
BIZD

196 hedge funds and large institutions have $446M invested in VanEck BDC Income ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 39

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $406M → $446M (+$39.9M)

9% more funds holding

Funds holding: 180 → 196 (+16)

1.13% less ownership

Funds ownership: 39.26% → 38.13% (-1.1%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

98% less call options, than puts

Call options by funds: $19K | Put options by funds: $900K

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
35
Increased
90
Reduced
39
Closed
16
Calls
$19K
Puts
$900K
Net Calls
-$881K
Net Calls Change
-$629K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$7.37M
2
Millennium Management
Millennium Management
New York
+$6.48M
3
Bank of America
Bank of America
North Carolina
+$5.33M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$4.13M
5
FIA
Foundations Investment Advisors
Arizona
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$7.78M
2
LPL Financial
LPL Financial
California
-$5.17M
3
AA
AlphaQ Advisors
Florida
-$4.97M
4
PCP
Proficio Capital Partners
Massachusetts
-$4.55M
5
GAA
Global Assets Advisory
Florida
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$3.09M +$2.73M +162,105 +886%
IA
27
IFP Advisors
Florida
$2.96M +$2.9M +172,321 +30,608%
EH
28
Equitable Holdings
New York
$2.74M +$2.11M +125,641 +365%
FMN
29
Financial Management Network
California
$2.43M +$343K +20,408 +17%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.41M +$2.11M +125,400 +820%
AOG
31
Alpha Omega Group
Virginia
$2.4M +$618K +36,715 +35%
B
32
Barings
North Carolina
$2.26M – – –
Marshall Wace
33
Marshall Wace
United Kingdom
$2.2M +$9.66K +574 +0.4%
AI
34
AXS Investments
New York
$1.95M +$928K +55,133 +93%
Creative Planning
35
Creative Planning
Kansas
$1.93M -$61.2K -3,635 -3%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$1.87M +$171K +10,175 +10%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.86M +$283K +16,803 +18%
Lido Advisors
38
Lido Advisors
California
$1.84M +$793K +47,105 +78%
SA
39
Sanctuary Advisors
Indiana
$1.84M +$1.85M +109,740 New
BCI
40
Brinker Capital Investments
Pennsylvania
$1.84M -$3.28K -195 -0.2%
OPS
41
Orion Portfolio Solutions
Nebraska
$1.84M -$3.28K -195 -0.2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.81M -$133K -7,911 -7%
SIC
43
Samalin Investment Counsel
New York
$1.75M +$338K +20,083 +24%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.75M +$67.1K +3,988 +4%
FFWM
45
Future Financial Wealth Management
Ohio
$1.74M +$79.2K +4,704 +5%
IPAM
46
Investment Partners Asset Management
New Jersey
$1.74M -$2.1K -125 -0.1%
PAG
47
Private Advisor Group
New Jersey
$1.65M -$175K -10,375 -10%
WS
48
Wedbush Securities
California
$1.64M +$100K +5,949 +7%
SMC
49
Smith, Moore & Co
Missouri
$1.61M +$247K +14,670 +18%
MCC
50
Money Concepts Capital
Florida
$1.59M +$47.8K +2,840 +3%
1
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3 4 5

BIZD Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2024, worth a combined $446M — up 9.8% from $406M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BIZD positions and 16 closed out — a net gain of 19 holders — while 90 added to existing stakes and 39 trimmed.

The largest buyer was UBS Group, adding an estimated $7.37M. The largest seller was Empowered Funds, exiting entirely with an estimated $7.78M sold.

  • 196 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2024, up from 180 in Q1 2024.
  • Funds reported $446M of VanEck BDC Income ETF stock for Q2 2024, up 9.8% quarter-over-quarter.
  • 35 funds opened new VanEck BDC Income ETF positions in Q2 2024 and 16 closed out, a net change of +19 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2024 was UBS Group, an estimated $7.37M added.
  • The largest VanEck BDC Income ETF seller in Q2 2024 was Empowered Funds, an estimated $7.78M sold.

Based on aggregated 13F filings for Q2 2024.