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VanEck BDC Income ETF
BIZD

Overview Fund Activity

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
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

1
IAA
Independent Advisor Alliance
North Carolina
$3.61M
2
Morgan Stanley
Morgan Stanley
New York
$17.9M
3
GI
Gradient Investments
Minnesota
$13M
4
BL
Balentine LLC
Georgia
$733K
5
Truist Financial
Truist Financial
North Carolina
$706K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$280K
2
LA
LexAurum Advisors
Kansas
$0
3
AWM
AE Wealth Management
Kansas
$468K
4
AG
Advisor Group
Arizona
$651K
5
IWM
IHT Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$79K – – –
HNB
52
Huntington National Bank
Ohio
$60K -$61K – –
AIM
53
Anchor Investment Management
South Carolina
$57.7K +$2.63K +157 +5%
AWA
54
Arkadios Wealth Advisors
Georgia
$40.2K +$40.2K +2,350 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$2.49K -150 -7%
OAM
56
Oppenheimer Asset Management
New York
$34K +$9.28K +555 +38%
MF
57
Manchester Financial
California
$30K +$30K +1,785 New
NFG
58
Next Financial Group
Texas
$21K – – –
LF
59
Lee Financial
Texas
$17K +$17K +1,000 New
WCG
60
Weaver Consulting Group
California
$16K – – –
SCA
61
Stonebridge Capital Advisors
Minnesota
$7K +$7K +400 New
AAM
62
Advisors Asset Management
Colorado
$5K – – –
SFS
63
Sowell Financial Services
Arkansas
$2K -$2.08K -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
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