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VanEck BDC Income ETF
BIZD

Overview Fund Activity

102 hedge funds and large institutions have $164M invested in VanEck BDC Income ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
42
Reduced
26
Closed
11
Calls
–
Puts
$187K
Net Calls
-$187K
Net Calls Change
-$187K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
IAN
2
Integrated Advisors Network
Texas
$4.75M
3
Creative Planning
3
Creative Planning
Kansas
$3.49M
4
LPL Financial
4
LPL Financial
California
$16.9M
5
Wells Fargo
5
Wells Fargo
California
$6.82M

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$0
2
AOG
2
Alpha Omega Group
Virginia
$3.35M
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$623K
5
RCA
5
Ranch Capital Advisors
Florida
$692K
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
51
Texas Yale Capital Corp
Florida
$478K – – –
JIR
52
James Investment Research
Ohio
$466K -$51.8K -3,017 -10%
APW
53
Aurora Private Wealth
New Jersey
$429K +$94K +5,475 +28%
PFS
54
Prospera Financial Services
Texas
$415K +$8K +466 +2%
KM
55
Kalos Management
Georgia
$407K -$51.2K -2,998 -11%
CQS
56
Credential Qtrade Securities
$397K +$397K +23,170 New
MML Investors Services
57
MML Investors Services
Massachusetts
$380K -$182K -10,593 -32%
WP
58
WealthSource Partners
California
$357K +$357K +20,820 New
CA
59
Cetera Advisors
Colorado
$348K +$5.91K +344 +2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$344K -$258K -15,000 -43%
MC
61
Moors & Cabot
Massachusetts
$343K +$343K +20,000 New
WA
62
Wambolt & Associates
Colorado
$298K +$84K +4,953 +39%
IAA
63
Independent Advisor Alliance
North Carolina
$288K -$78.7K -4,588 -21%
GC
64
Grimes & Company
Massachusetts
$279K +$10.5K +614 +4%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$275K +$47.8K +2,784 +21%
GHAM
66
Gilman Hill Asset Management
Connecticut
$257K – – –
CFGS
67
Concourse Financial Group Securities
Alabama
$237K +$90.6K +5,290 +62%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$226K -$13.1K -761 -5%
CFIA
69
Cantor Fitzgerald Investment Advisors
New York
$224K +$224K +13,077 New
FPB
70
First PREMIER Bank
South Dakota
$221K – – –
VBFP
71
Valtinson Bruner Financial Planning
Minnesota
$213K – – –
KPWS
72
Kestra Private Wealth Services
Texas
$203K +$568 +33 +0.3%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$201K -$26.9K -1,569 -12%
GCP
74
Gill Capital Partners
Colorado
$194K – – –
SMA
75
Sage Mountain Advisors
Georgia
$192K – – –
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3
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