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VanEck BDC Income ETF
BIZD

223 hedge funds and large institutions have $665M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

122% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 41

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more capital invested

Capital invested by funds: $432M → $665M (+$233M)

19% more funds holding

Funds holding: 188 → 223 (+35)

0.16% more ownership

Funds ownership: 36.3% → 36.46% (+0.16%)

34% less call options, than puts

Call options by funds: $326K | Put options by funds: $491K

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
91
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.3M
2
NFT
Nan Fung Trinity
Hong Kong
+$5.59M
3
HH
Hilltop Holdings
Texas
+$5.21M
4
Millennium Management
Millennium Management
New York
+$3.41M
5
DA
Denali Advisors
California
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.77M
2
GI
Gradient Investments
Minnesota
-$6.28M
3
IA
IFP Advisors
Florida
-$6.11M
4
SA
Sanctuary Advisors
Indiana
-$2.27M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TownSquare Capital
Utah
$4.38M +$407K +24,673 +10%
CCMG
27
Clark Capital Management Group
Pennsylvania
$4.36M +$95.8K +5,808 +2%
B
28
Barings
North Carolina
$3.93M +$614K +37,219 +19%
AOG
29
Alpha Omega Group
Virginia
$3.66M +$813K +49,270 +29%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.45M +$1.61M +97,477 +89%
Millennium Management
31
Millennium Management
New York
$3.43M +$3.41M +206,533 New
EH
32
Equitable Holdings
New York
$3.42M +$352K +21,336 +12%
SA
33
Shilanski & Associates
Alaska
$3.29M -$37.2K -2,255 -1%
AWA
34
Arkadios Wealth Advisors
Georgia
$2.98M -$36K -2,183 -1%
TAM
35
Tocqueville Asset Management
New York
$2.98M -$73.8K -4,476 -2%
FMN
36
Financial Management Network
California
$2.69M +$23.3K +1,413 +0.9%
DA
37
Denali Advisors
California
$2.61M +$2.59M +157,066 New
KWA
38
Kingswood Wealth Advisors
California
$2.53M +$2.51M +152,206 New
CF
39
Centaurus Financial
California
$2.49M +$2.47M +149,873 New
MRP
40
Measured Risk Portfolios
California
$2.4M +$2.38M +144,513 New
SIC
41
Samalin Investment Counsel
New York
$2.35M +$253K +15,322 +12%
CW
42
CreativeOne Wealth
Kansas
$2.28M +$2.26M +136,837 New
GL
43
Graypoint LLC
New York
$2.16M +$1.78M +108,207 +505%
PAS
44
Park Avenue Securities
New York
$2.08M +$922K +55,923 +81%
DIM
45
Delta Investment Management
California
$2.06M +$534K +32,400 +35%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$2.06M +$631K +38,271 +45%
CG
47
Cynosure Group
Utah
$1.98M +$96.2K +5,834 +5%
WS
48
Wedbush Securities
California
$1.91M +$81.1K +4,915 +4%
Creative Planning
49
Creative Planning
Kansas
$1.83M +$31.4K +1,903 +2%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.83M +$245K +14,825 +16%
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BIZD Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2024, worth a combined $665M — up 54% from $432M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BIZD positions and 16 closed out — a net gain of 37 holders — while 91 added to existing stakes and 41 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.

  • 223 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2024, up from 188 in Q3 2024.
  • Funds reported $665M of VanEck BDC Income ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 53 funds opened new VanEck BDC Income ETF positions in Q4 2024 and 16 closed out, a net change of +37 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2024 was Wells Fargo, an estimated $10.3M added.
  • The largest VanEck BDC Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2024.