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VanEck BDC Income ETF
BIZD

218 hedge funds and large institutions have $529M invested in VanEck BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

15% more call options, than puts

Call options by funds: $724K | Put options by funds: $632K

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.78% less ownership

Funds ownership: 36.46% → 35.68% (-0.78%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 223 → 218 (-5)

20% less capital invested

Capital invested by funds: $665M → $529M (-$136M)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
93
Reduced
54
Closed
30
Calls
$724K
Puts
$632K
Net Calls
+$92K
Net Calls Change
+$257K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12.5M
2
KAS
Kestra Advisory Services
Texas
+$7.14M
3
Morgan Stanley
Morgan Stanley
New York
+$7.11M
4
IFG
Independent Financial Group
California
+$6.47M
5
LPL Financial
LPL Financial
California
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.18M
2
NA
NewEdge Advisors
Louisiana
-$4.47M
3
Millennium Management
Millennium Management
New York
-$3.43M
4
CCM
Condor Capital Management
New Jersey
-$3.28M
5
BSG
Black Swift Group
Colorado
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
26
TrueMark Investments
Illinois
$3.77M +$3.52M +206,310 +1,109%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.35M -$125K -7,312 -4%
SA
28
Shilanski & Associates
Alaska
$3.35M +$36.7K +2,148 +1%
CF
29
Centaurus Financial
California
$3.32M +$822K +48,156 +32%
AWA
30
Arkadios Wealth Advisors
Georgia
$3.3M +$298K +17,467 +10%
EH
31
Equitable Holdings
New York
$3.28M -$167K -9,757 -5%
SWP
32
Stratos Wealth Partners
Ohio
$3.16M -$1.98M -116,227 -38%
NA
33
NewEdge Advisors
Louisiana
$3.12M -$4.47M -262,039 -58%
TAM
34
Tocqueville Asset Management
New York
$3.01M +$2.97K +174 +0.1%
DIM
35
Delta Investment Management
California
$2.72M +$656K +38,407 +31%
JWCA
36
J.W. Cole Advisors
Florida
$2.64M +$1.2M +70,178 +80%
CG
37
Cynosure Group
Utah
$2.57M +$588K +34,432 +29%
FMN
38
Financial Management Network
California
$2.54M +$300K +17,546 +11%
AF
39
Advisornet Financial
Minnesota
$2.44M +$2.49M +145,741 New
MOS
40
MGO One Seven
Ohio
$2.42M +$716K +41,913 +41%
CW
41
CreativeOne Wealth
Kansas
$2.4M +$104K +6,101 +4%
GL
42
Graypoint LLC
New York
$2.37M +$197K +11,539 +9%
MRP
43
Measured Risk Portfolios
California
$2.32M -$99.7K -5,837 -4%
SIC
44
Samalin Investment Counsel
New York
$2.3M -$66.4K -3,891 -3%
OAC
45
OMERS Administration Corp
Ontario, Canada
$2.22M +$2.25M +131,800 New
CCMG
46
Clark Capital Management Group
Pennsylvania
$2.15M -$2.29M -134,057 -51%
WS
47
Wedbush Securities
California
$2.09M +$169K +9,920 +9%
AAS
48
Avantax Advisory Services
Texas
$1.92M +$101K +5,907 +5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.9M +$391K +22,911 +25%
BSG
50
Black Swift Group
Colorado
$1.88M -$2.95M -172,790 -61%
1
2
3 4 5

BIZD Hedge Fund Activity: Q1 2025 in Review

218 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2025, worth a combined $529M — down 20% from $665M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BIZD and 29 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 93 added.

The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was Wells Fargo, cutting an estimated $6.18M.

  • 218 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2025, down from 223 in Q4 2024.
  • Funds reported $529M of VanEck BDC Income ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest VanEck BDC Income ETF buyer in Q1 2025 was Bank of America, an estimated $12.5M added.
  • The largest VanEck BDC Income ETF seller in Q1 2025 was Wells Fargo, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2025.