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VanEck BDC Income ETF
BIZD

62 hedge funds and large institutions have $89.1M invested in VanEck BDC Income ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $76.5M → $89.1M (+$12.6M)

5% more funds holding

Funds holding: 59 → 62 (+3)

0.18% more ownership

Funds ownership: 34.89% → 35.07% (+0.18%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$3.57M
2
Morgan Stanley
Morgan Stanley
New York
+$2.89M
3
GI
Gradient Investments
Minnesota
+$1.79M
4
BL
Balentine LLC
Georgia
+$726K
5
Truist Financial
Truist Financial
North Carolina
+$700K

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$342K
2
LA
LexAurum Advisors
Kansas
-$280K
3
AWM
AE Wealth Management
Kansas
-$262K
4
AG
Advisor Group
Arizona
-$217K
5
IWM
IHT Wealth Management
Illinois
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$79K – – –
HNB
52
Huntington National Bank
Ohio
$60K – – –
AIM
53
Anchor Investment Management
South Carolina
$57.7K +$2.6K +157 +5%
AWA
54
Arkadios Wealth Advisors
Georgia
$40.2K +$39K +2,350 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$2.49K -150 -7%
OAM
56
Oppenheimer Asset Management
New York
$34K +$9.21K +555 +38%
MF
57
Manchester Financial
California
$30K +$29.6K +1,785 New
NFG
58
Next Financial Group
Texas
$21K – – –
LF
59
Lee Financial
Texas
$17K +$16.6K +1,000 New
WCG
60
Weaver Consulting Group
California
$16K – – –
SCA
61
Stonebridge Capital Advisors
Minnesota
$7K +$6.64K +400 New
AAM
62
Advisors Asset Management
Colorado
$5K – – –
SFS
63
Sowell Financial Services
Arkansas
$2K -$1.64K -99 -51%
LA
64
LexAurum Advisors
Kansas
– -$280K -16,589 Closed
IWM
65
IHT Wealth Management
Illinois
– -$215K -12,761 Closed
WCM
66
Whitener Capital Management
North Carolina
– -$71K -4,222 Closed
QCIG
67
Quad-Cities Investment Group
Iowa
– -$59K -3,500 Closed
TC
68
Truvestments Capital
Florida
– -$48K -2,849 Closed
BBHC
69
Brown Brothers Harriman & Co
New York
– -$5K -300 Closed
1 2
3

BIZD Hedge Fund Activity: Q4 2019 in Review

62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2019, worth a combined $89.1M — up 16% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIZD positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $3.57M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $342K.

  • 62 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2019, up from 59 in Q3 2019.
  • Funds reported $89.1M of VanEck BDC Income ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 12 funds opened new VanEck BDC Income ETF positions in Q4 2019 and 7 closed out, a net change of +5 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2019 was Independent Advisor Alliance, an estimated $3.57M added.
  • The largest VanEck BDC Income ETF seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $342K sold.

Based on aggregated 13F filings for Q4 2019.