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VanEck BDC Income ETF
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Overview Fund Activity

130 hedge funds and large institutions have $199M invested in VanEck BDC Income ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
53
Reduced
35
Closed
14
Calls
$1.17M
Puts
$215K
Net Calls
+$954K
Net Calls Change
+$772K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.7M
2
Bank of America
2
Bank of America
North Carolina
$19.6M
3
Wells Fargo
3
Wells Fargo
California
$9.08M
4
LPL Financial
4
LPL Financial
California
$29.2M
5
ACM
5
Ascendant Capital Management
California
$1.32M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.9K
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$0
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
51
GSA Capital Partners
United Kingdom
$538K +$538K +36,248 New
ASFA
52
All Season Financial Advisors
Colorado
$537K +$172K +11,629 +47%
AA
53
AlphaQ Advisors
Florida
$506K +$506K +34,147 New
CA
54
Cetera Advisors
Colorado
$498K +$10K +675 +2%
KAS
55
Kestra Advisory Services
Texas
$483K +$61.5K +4,145 +15%
AWS
56
AJ Wealth Strategies
New York
$473K +$13K +877 +3%
AR
57
Apeiron RIA
Texas
$449K +$10.9K +742 +2%
EWM
58
Endowment Wealth Management
Wisconsin
$448K -$4.57K -308 -1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$443K +$51.2K +3,456 +13%
SWM
60
Spire Wealth Management
Virginia
$439K +$30.3K +2,040 +7%
SI
61
Stephens Inc
Arkansas
$415K -$216K -14,575 -34%
TYCC
62
Texas Yale Capital Corp
Florida
$413K – – –
FPB
63
First PREMIER Bank
South Dakota
$409K -$188K -12,670 -31%
BFA
64
Beaumont Financial Advisors
Massachusetts
$406K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$400K – – –
PWM
66
Prosperity Wealth Management
California
$381K +$145K +9,761 +61%
WA
67
Wambolt & Associates
Colorado
$381K +$17.8K +1,236 +5%
HI
68
Harbour Investments
Wisconsin
$332K +$24.3K +1,636 +8%
NAM
69
NTV Asset Management
West Virginia
$329K – – –
PA
70
PFG Advisors
Arizona
$299K -$40.3K -2,719 -12%
GCP
71
Gill Capital Partners
Colorado
$275K +$68.5K +4,620 +33%
IWM
72
IHT Wealth Management
Illinois
$262K -$127K -8,582 -33%
CAM
73
Cresset Asset Management
Illinois
$252K +$252K +17,025 New
AIM
74
Anchor Investment Management
South Carolina
$239K +$10.2K +687 +4%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$226K – – –
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3
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