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VanEck BDC Income ETF

118 hedge funds and large institutions have $273M invested in VanEck BDC Income ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,219% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $231K

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

45% more capital invested

Capital invested by funds: $188M → $273M (+$84.9M)

5.44% more ownership

Funds ownership: 35.07%40.51% (+5.4%)

4% less funds holding

Funds holding: 123118 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
28
Closed
20
Calls
$3.05M
Puts
$231K
Net Calls
+$2.82M
Net Calls Change
+$6.56M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Endowment Wealth Management
Wisconsin
$522K +$13.7K +784 +3%
RWA
52
Rainsberger Wealth Advisors
Colorado
$520K +$82.5K +4,703 +19%
Millennium Management
53
Millennium Management
New York
$515K +$224K +12,757 +80%
SWM
54
Spire Wealth Management
Virginia
$508K +$302K +17,212 +210%
NA
55
NewEdge Advisors
Louisiana
$500K +$489K +27,908 New
TYCC
56
Texas Yale Capital Corp
Florida
$499K
WA
57
Wealth Alliance
New York
$492K +$482K +27,466 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$490K +$240K +13,702 +101%
BDWCC
59
B&D White Capital Company
Texas
$473K +$464K +26,462 New
SIAP
60
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$472K +$187K +10,691 +68%
TCA
61
Transcend Capital Advisors
New Jersey
$466K -$6.93K -395 -1%
PIA
62
Perennial Investment Advisors
California
$446K +$228K +13,028 +110%
Lido Advisors
63
Lido Advisors
California
$444K
WA
64
Wambolt & Associates
Colorado
$406K +$47.4K +2,701 +13%
AAS
65
Avantax Advisory Services
Texas
$394K +$162K +9,240 +73%
CCA
66
Column Capital Advisors
Indiana
$380K +$372K +21,224 New
CA
67
Cetera Advisors
Colorado
$377K -$18K -1,028 -5%
AWA
68
Arkadios Wealth Advisors
Georgia
$340K +$333K +18,962 New
BPA
69
Beacon Pointe Advisors
California
$333K +$326K +18,613 New
GC
70
Grimes & Company
Massachusetts
$329K +$322K +18,366 New
CFGS
71
Concourse Financial Group Securities
Alabama
$320K +$5.26K +300 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$315K -$39.6K -2,259 -11%
RJA
73
Raymond James & Associates
Florida
$306K +$103K +5,858 +52%
SIS
74
Sound Income Strategies
Florida
$293K -$183K -10,433 -39%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$284K -$578K -32,963 -68%

BIZD Hedge Fund Activity: Q1 2022 in Review

118 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2022, worth a combined $273M — up 45% from $188M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BIZD and 18 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 52 added.

The largest buyer was Gradient Investments, adding an estimated $45.7M. The largest seller was Integrated Advisors Network, exiting entirely with an estimated $4.95M sold.

  • 118 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2022, down from 123 in Q4 2021.
  • Funds reported $273M of VanEck BDC Income ETF stock for Q1 2022, up 45% quarter-over-quarter.
  • 18 funds opened new VanEck BDC Income ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2022 was Gradient Investments, an estimated $45.7M added.
  • The largest VanEck BDC Income ETF seller in Q1 2022 was Integrated Advisors Network, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2022.