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VanEck BDC Income ETF
BIZD

60 hedge funds and large institutions have $82.2M invested in VanEck BDC Income ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $75.1M → $82.2M (+$7.12M)

9% more funds holding

Funds holding: 55 → 60 (+5)

0.32% more ownership

Funds ownership: 37.84% → 38.16% (+0.32%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$3.03M
2
GI
Gradient Investments
Minnesota
+$1.62M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.02M
4
AWM
AE Wealth Management
Kansas
+$792K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$594K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.15M
2
CIM
Confluence Investment Management
Missouri
-$454K
3
AIP
Ahrens Investment Partners
Louisiana
-$332K
4
APA
American Portfolios Advisors
New York
-$303K
5
Morgan Stanley
Morgan Stanley
New York
-$293K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$47K – – –
TC
52
Truvestments Capital
Florida
$47K – – –
AIM
53
Anchor Investment Management
South Carolina
$44.7K – – –
OAM
54
Oppenheimer Asset Management
New York
$23K – – –
CWA
55
Clarus Wealth Advisors
Arizona
$22K – – –
NFG
56
Next Financial Group
Texas
$21K +$20.5K +1,250 New
WCG
57
Weaver Consulting Group
California
$16K – – –
BBHC
58
Brown Brothers Harriman & Co
New York
$5K +$4.92K +300 New
AAM
59
Advisors Asset Management
Colorado
$4K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$4K +$4.92K +300 New
Goldman Sachs
61
Goldman Sachs
New York
– -$4.15M -253,628 Closed
CIM
62
Confluence Investment Management
Missouri
– -$454K -27,747 Closed
KCM
63
Kendall Capital Management
Maryland
– -$174K -10,652 Closed
DWM
64
Destination Wealth Management
California
– -$19K -1,143 Closed
1 2
3

BIZD Hedge Fund Activity: Q2 2019 in Review

60 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2019, worth a combined $82.2M — up 9.5% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BIZD positions and 5 closed out — a net gain of 6 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $3.03M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.15M sold.

  • 60 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2019, up from 55 in Q1 2019.
  • Funds reported $82.2M of VanEck BDC Income ETF stock for Q2 2019, up 9.5% quarter-over-quarter.
  • 11 funds opened new VanEck BDC Income ETF positions in Q2 2019 and 5 closed out, a net change of +6 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2019 was Deutsche Bank, an estimated $3.03M added.
  • The largest VanEck BDC Income ETF seller in Q2 2019 was Goldman Sachs, an estimated $4.15M sold.

Based on aggregated 13F filings for Q2 2019.