VanEck BDC Income ETF
BIZD
113 hedge funds and large institutions have $187M invested in VanEck BDC Income ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
50% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 30
14% more capital invested
Capital invested by funds: $164M → $187M (+$23.7M)
11% more funds holding
Funds holding: 102 → 113 (+11)
1.88% more ownership
Funds ownership: 35.45% → 37.33% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.07M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.07M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.19M |
| 5 |
FMN
Financial Management Network
Mission Viejo,
California
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$4.65M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$3.4M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$837K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$631K |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$587K |
BIZD Hedge Fund Activity: Q3 2021 in Review
113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2021, worth a combined $187M — up 14% from $164M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BIZD positions and 9 closed out — a net gain of 12 holders — while 45 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $4.65M sold.
- 113 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2021, up from 102 in Q2 2021.
- Funds reported $187M of VanEck BDC Income ETF stock for Q3 2021, up 14% quarter-over-quarter.
- 21 funds opened new VanEck BDC Income ETF positions in Q3 2021 and 9 closed out, a net change of +12 holders.
- The largest VanEck BDC Income ETF buyer in Q3 2021 was Morgan Stanley, an estimated $15.7M added.
- The largest VanEck BDC Income ETF seller in Q3 2021 was NewEdge Advisors, an estimated $4.65M sold.
Based on aggregated 13F filings for Q3 2021.