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VanEck BDC Income ETF
BIZD

Overview Fund Activity

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
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.87%
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

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$59.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$67M
3
Bank of America
3
Bank of America
North Carolina
$13.3M
4
AS
4
Altshuler Shaham
Israel
$3.83M
5
LPL Financial
5
LPL Financial
California
$24.8M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$0
2
AIIMS
2
Analyst IMS Investment Management Services
Israel
$0
3
CWM
3
Centric Wealth Management
Illinois
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$1.98M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Endowment Wealth Management
Wisconsin
$522K +$14K +784 +3%
RWA
52
Rainsberger Wealth Advisors
Colorado
$520K +$84.3K +4,703 +19%
Millennium Management
53
Millennium Management
New York
$515K +$228K +12,757 +80%
SWM
54
Spire Wealth Management
Virginia
$508K +$344K +17,212 +210%
NA
55
NewEdge Advisors
Louisiana
$500K +$500K +27,908 New
TYCC
56
Texas Yale Capital Corp
Florida
$499K – – –
WA
57
Wealth Alliance
New York
$492K +$492K +27,466 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$490K +$246K +13,702 +101%
BDWCC
59
B&D White Capital Company
Texas
$473K +$473K +26,462 New
SIAP
60
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$472K +$191K +10,691 +68%
TCA
61
Transcend Capital Advisors
New Jersey
$466K -$7.08K -395 -1%
PIA
62
Perennial Investment Advisors
California
$446K +$234K +13,028 +110%
Lido Advisors
63
Lido Advisors
California
$444K – – –
WA
64
Wambolt & Associates
Colorado
$406K +$47.9K +2,701 +13%
AAS
65
Avantax Advisory Services
Texas
$394K +$167K +9,240 +73%
CCA
66
Column Capital Advisors
Indiana
$380K +$380K +21,224 New
CA
67
Cetera Advisors
Colorado
$377K -$18.4K -1,028 -5%
AWA
68
Arkadios Wealth Advisors
Georgia
$340K +$340K +18,962 New
BPA
69
Beacon Pointe Advisors
California
$333K +$333K +18,613 New
GC
70
Grimes & Company
Massachusetts
$329K +$329K +18,366 New
CFGS
71
Concourse Financial Group Securities
Alabama
$320K +$5.38K +300 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$315K -$40.5K -2,259 -11%
RJA
73
Raymond James & Associates
Florida
$306K +$105K +5,858 +52%
SIS
74
Sound Income Strategies
Florida
$293K -$187K -10,433 -39%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$284K -$590K -32,963 -68%
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