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VanEck BDC Income ETF
BIZD

133 hedge funds and large institutions have $181M invested in VanEck BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $232K | Put options by funds: $50K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $161M → $181M (+$20M)

6% more funds holding

Funds holding: 126 → 133 (+7)

0.48% more ownership

Funds ownership: 35.03% → 35.51% (+0.48%)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
47
Reduced
38
Closed
16
Calls
$232K
Puts
$50K
Net Calls
+$182K
Net Calls Change
+$182K

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.65M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.85M
3
SA
Shilanski & Associates
Alaska
+$2.85M
4
Bank of America
Bank of America
North Carolina
+$1.92M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.69M
2
AS
Altshuler Shaham
Israel
-$2.89M
3
AWS
AJ Wealth Strategies
New York
-$1.56M
4
IWM
IHT Wealth Management
Illinois
-$666K
5
BAAM
Baker Avenue Asset Management
California
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
51
Transcend Capital Advisors
New Jersey
$595K +$182K +12,458 +42%
FPB
52
First PREMIER Bank
South Dakota
$570K -$53.8K -3,680 -8%
IA
53
IFP Advisors
Florida
$547K -$136K -9,344 -22%
WA
54
Wealth Alliance
New York
$543K +$132K +9,021 +31%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$506K -$203K -13,931 -28%
SIAP
56
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$466K +$100K +6,877 +26%
CA
57
Cetera Advisors
Colorado
$466K +$1.62K +111 +0.3%
AWS
58
AJ Wealth Strategies
New York
$439K -$1.56M -106,598 -77%
EWM
59
Endowment Wealth Management
Wisconsin
$432K +$774 +53 +0.2%
AR
60
Apeiron RIA
Texas
$421K -$48.8K -3,343 -10%
KAS
61
Kestra Advisory Services
Texas
$402K -$229K -15,679 -36%
RWA
62
Rainsberger Wealth Advisors
Colorado
$402K -$40.4K -2,766 -9%
TYCC
63
Texas Yale Capital Corp
Florida
$394K – – –
SWM
64
Spire Wealth Management
Virginia
$390K +$402K +27,553 New
BFA
65
Beaumont Financial Advisors
Massachusetts
$387K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$382K – – –
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$374K +$278 +19 +0.1%
IWM
68
IHT Wealth Management
Illinois
$372K -$666K -45,569 -63%
WA
69
Wambolt & Associates
Colorado
$357K +$13K +890 +4%
ASFA
70
All Season Financial Advisors
Colorado
$348K +$9.64K +660 +3%
SIC
71
Samalin Investment Counsel
New York
$343K +$354K +24,253 New
AR
72
Advisory Research
Illinois
$327K +$337K +23,100 New
PA
73
PFG Advisors
Arizona
$324K +$124K +8,474 +59%
MML Investors Services
74
MML Investors Services
Massachusetts
$317K -$13.6K -934 -4%
NAM
75
NTV Asset Management
West Virginia
$314K -$117K -8,000 -26%
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BIZD Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2022, worth a combined $181M — up 12% from $161M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BIZD positions and 16 closed out — a net gain of 9 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.65M. The largest seller was Morgan Stanley, cutting an estimated $4.69M.

  • 133 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $181M of VanEck BDC Income ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 25 funds opened new VanEck BDC Income ETF positions in Q4 2022 and 16 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2022 was Raymond James & Associates, an estimated $4.65M added.
  • The largest VanEck BDC Income ETF seller in Q4 2022 was Morgan Stanley, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2022.