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VanEck BDC Income ETF
BIZD

Overview Fund Activity

89 hedge funds and large institutions have $112M invested in VanEck BDC Income ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+26
Holders Change %
+41.27%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
21
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AOG
1
Alpha Omega Group
Virginia
$5.51M
2
NA
2
NewEdge Advisors
Louisiana
$4.79M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$3.17M
4
AS
4
Altshuler Shaham
Israel
$2.99M
5
CWM
5
Centric Wealth Management
Illinois
$2.11M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$58K
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
BL
5
Balentine LLC
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$266K 19,358 +4,049 +26%
CA
52
Cetera Advisors
Colorado
$252K 18,371 -247 -1%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$241K 17,566 -7,823 -31%
AFP
54
Ausdal Financial Partners
Iowa
$238K 17,354 +17,354 New
PFS
55
Prospera Financial Services
Texas
$231K 16,814 +16,814 New
GHAM
56
Gilman Hill Asset Management
Connecticut
$206K 15,000 +15,000 New
BFEC
57
Benjamin F. Edwards & Company
Missouri
$200K 14,600 – –
RG
58
Rikoon Group
New Mexico
$194K 13,773 +13,773 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$190K 13,813 +13,813 New
FPB
60
First PREMIER Bank
South Dakota
$177K 12,900 – –
VBFP
61
Valtinson Bruner Financial Planning
Minnesota
$175K 12,528 – –
APW
62
Aurora Private Wealth
New Jersey
$173K 12,635 +12,635 New
KPWS
63
Kestra Private Wealth Services
Texas
$170K 12,535 +41 +0.3%
WA
64
Wambolt & Associates
Colorado
$166K 12,058 -3,368 -22%
HIM
65
Hillsdale Investment Management
Ontario, Canada
$165K 12,000 – –
GCP
66
Gill Capital Partners
Colorado
$154K 11,285 -1,300 -10%
SMA
67
Sage Mountain Advisors
Georgia
$154K 11,200 +11,200 New
CWM
68
Curi Wealth Management
North Carolina
$147K 10,755 +10,755 New
LIA
69
Luken Investment Analytics
Tennessee
$143K 10,431 +10,431 New
CFGS
70
Concourse Financial Group Securities
Alabama
$140K 9,965 +200 +2%
EAM
71
Evanson Asset Management
California
$137K 10,000 +10,000 New
NFG
72
Next Financial Group
Texas
$133K 9,535 -823 -8%
LF
73
Lee Financial
Texas
$96K 7,010 +3,360 +92%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$79K 4,616 – –
APA
75
American Portfolios Advisors
New York
$72.9K 5,312 -1,450 -21%
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