BIZD icon

VanEck BDC Income ETF
BIZD

Overview Fund Activity

63 hedge funds and large institutions have $75.2M invested in VanEck BDC Income ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.42M
3
SW
3
SlateStone Wealth
Florida
$1.26M
4
CCM
4
Condor Capital Management
New Jersey
$1.64M
5
AAS
5
Avantax Advisory Services
Texas
$603K

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$638K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$535K
3
WS
3
Wedbush Securities
California
$981K
4
EGA
4
Eagle Global Advisors
Texas
$0
5
LPL Financial
5
LPL Financial
California
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$79K 4,616 – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$61K 5,000 – –
AWA
53
Arkadios Wealth Advisors
Georgia
$56.3K 4,750 -400 -8%
LF
54
Lee Financial
Texas
$44K 3,650 -85 -2%
HNB
55
Huntington National Bank
Ohio
– – – –
AIM
56
Anchor Investment Management
South Carolina
$40K 3,289 – –
WOC
57
West Oak Capital
California
$30K 2,450 – –
FCH
58
Freestone Capital Holdings
Washington
$25.2K 2,073 +2,073 New
GWM
59
Geneos Wealth Management
Colorado
$18K 1,500 -68 -4%
SW
60
SVB Wealth
Massachusetts
$18K 1,500 +1,500 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$17K 1,412 – –
CPW
62
Catalyst Private Wealth
California
$5K 423 +423 New
WCG
63
Weaver Consulting Group
California
$4K 342 – –
IA
64
IFP Advisors
Florida
$2K 192 – –
EGA
65
Eagle Global Advisors
Texas
– – -18,000 Closed
PBF
66
Petix & Botte Financial
California
– – -11,386 Closed
EH
67
Equitable Holdings
New York
– – -10,811 Closed
Creative Planning
68
Creative Planning
Kansas
– – -10,722 Closed
TSS
69
Two Sigma Securities
New York
– – -10,164 Closed
SFS
70
Sowell Financial Services
Arkansas
– – -1,343 Closed
SCA
71
Stonebridge Capital Advisors
Minnesota
– – -400 Closed
1 2
3