BIZD icon

VanEck BDC Income ETF
BIZD

Overview Fund Activity

132 hedge funds and large institutions have $180M invested in VanEck BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
46
Reduced
38
Closed
16
Calls
$232K
Puts
$50K
Net Calls
+$182K
Net Calls Change
+$182K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$4.89M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.73M
3
SA
3
Shilanski & Associates
Alaska
$2.76M
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.9M
2
AS
2
Altshuler Shaham
Israel
$0
3
AWS
3
AJ Wealth Strategies
New York
$439K
4
IWM
4
IHT Wealth Management
Illinois
$372K
5
BAAM
5
Baker Avenue Asset Management
California
$147K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
51
First PREMIER Bank
South Dakota
$570K -$52.1K -3,680 -8%
IA
52
IFP Advisors
Florida
$547K -$158K -9,344 -22%
WA
53
Wealth Alliance
New York
$543K +$128K +9,021 +31%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$506K -$197K -13,931 -28%
SIAP
55
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$466K +$97.3K +6,877 +26%
CA
56
Cetera Advisors
Colorado
$466K +$1.57K +111 +0.3%
AWS
57
AJ Wealth Strategies
New York
$439K -$1.51M -106,598 -77%
EWM
58
Endowment Wealth Management
Wisconsin
$432K +$750 +53 +0.2%
AR
59
Apeiron RIA
Texas
$421K -$47.3K -3,343 -10%
KAS
60
Kestra Advisory Services
Texas
$402K -$222K -15,679 -36%
RWA
61
Rainsberger Wealth Advisors
Colorado
$402K -$39.1K -2,766 -9%
TYCC
62
Texas Yale Capital Corp
Florida
$394K – – –
SWM
63
Spire Wealth Management
Virginia
$390K +$390K +27,553 New
BFA
64
Beaumont Financial Advisors
Massachusetts
$387K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$382K – – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$374K +$269 +19 +0.1%
IWM
67
IHT Wealth Management
Illinois
$372K -$645K -45,569 -63%
WA
68
Wambolt & Associates
Colorado
$357K +$12.6K +890 +4%
ASFA
69
All Season Financial Advisors
Colorado
$348K +$9.34K +660 +3%
SIC
70
Samalin Investment Counsel
New York
$343K +$343K +24,253 New
AR
71
Advisory Research
Illinois
$327K +$327K +23,100 New
PA
72
PFG Advisors
Arizona
$324K +$120K +8,474 +59%
MML Investors Services
73
MML Investors Services
Massachusetts
$317K -$13.2K -934 -4%
NAM
74
NTV Asset Management
West Virginia
$314K -$113K -8,000 -26%
B
75
Barings
North Carolina
$314K +$314K +22,165 New
1 2
3
4 5