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VanEck BDC Income ETF
BIZD

Overview Fund Activity

96 hedge funds and large institutions have $138M invested in VanEck BDC Income ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
30
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIIMS
1
Analyst IMS Investment Management Services
Israel
$2.8M
2
Bank of America
2
Bank of America
North Carolina
$6.67M
3
UBS Group
3
UBS Group
Switzerland
$5.15M
4
CCP
4
Cardan Capital Partners
Colorado
$1.66M
5
Wells Fargo
5
Wells Fargo
California
$5.11M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$10.7M
2
MCC
2
Money Concepts Capital
Florida
$0
3
TF
3
Trek Financial
Arizona
$0
4
AI
4
Atria Investments
North Carolina
$0
5
NA
5
NewEdge Advisors
Louisiana
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
51
Independent Advisor Alliance
North Carolina
$346K -$4.47K -276 -1%
FAIM
52
Financial Advocates Investment Management
Washington
$326K +$326K +20,121 New
Truist Financial
53
Truist Financial
North Carolina
$325K +$11.8K +728 +4%
CA
54
Cetera Advisors
Colorado
$323K +$25.2K +1,554 +8%
APW
55
Aurora Private Wealth
New Jersey
$316K +$111K +6,875 +54%
GC
56
Grimes & Company
Massachusetts
$254K +$254K +15,673 New
GHAM
57
Gilman Hill Asset Management
Connecticut
$243K – – –
RJFSA
58
Raymond James Financial Services Advisors
Florida
$225K +$225K +13,916 New
RG
59
Rikoon Group
New Mexico
$223K – – –
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$215K -$69.3K -4,282 -24%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$214K -$9.5K -587 -4%
FPB
62
First PREMIER Bank
South Dakota
$209K – – –
VBFP
63
Valtinson Bruner Financial Planning
Minnesota
$208K – – –
BAM
64
Belpointe Asset Management
Nevada
$205K +$205K +12,681 New
WA
65
Wambolt & Associates
Colorado
$203K +$8.89K +552 +5%
Creative Planning
66
Creative Planning
Kansas
$197K +$197K +12,185 New
KPWS
67
Kestra Private Wealth Services
Texas
$191K -$12.4K -767 -6%
GCP
68
Gill Capital Partners
Colorado
$183K – – –
SMA
69
Sage Mountain Advisors
Georgia
$181K – – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$166K +$166K +10,264 New
EAM
71
Evanson Asset Management
California
$162K – – –
BFEC
72
Benjamin F. Edwards & Company
Missouri
$156K -$81.3K -5,000 -34%
NFG
73
Next Financial Group
Texas
$154K -$162 -10 -0.1%
CFGS
74
Concourse Financial Group Securities
Alabama
$139K -$23K -1,415 -14%
SIAP
75
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$133K +$133K +8,185 New
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3
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