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VanEck BDC Income ETF

153 hedge funds and large institutions have $290M invested in VanEck BDC Income ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 36

19% more capital invested

Capital invested by funds: $244M → $290M (+$46.1M)

6% more funds holding

Funds holding: 145153 (+8)

9% more call options, than puts

Call options by funds: $338K | Put options by funds: $311K

0.49% more ownership

Funds ownership: 37.73%38.23% (+0.49%)

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
20
Increased
60
Reduced
36
Closed
11
Calls
$338K
Puts
$311K
Net Calls
+$27K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$764K +$82.8K +5,289 +12%
GA
52
GFS Advisors
Texas
$757K +$739K +47,200 New
RCA
53
Ranch Capital Advisors
Florida
$724K +$2.61K +167 +0.4%
BIM
54
Bridges Investment Management
Nebraska
$716K +$699K +44,664 New
WA
55
Wealth Alliance
New York
$691K +$45.3K +2,896 +7%
RWA
56
Rainsberger Wealth Advisors
Colorado
$663K +$31.7K +2,028 +5%
Cerity Partners
57
Cerity Partners
New York
$648K -$64.3K -4,111 -9%
SG Americas Securities
58
SG Americas Securities
New York
$642K -$1.45M -92,482 -70%
ASFA
59
All Season Financial Advisors
Colorado
$616K +$31.5K +2,010 +6%
SWM
60
Spire Wealth Management
Virginia
$609K +$130K +8,331 +28%
SMA
61
Sage Mountain Advisors
Georgia
$608K
FPB
62
First PREMIER Bank
South Dakota
$593K +$19.8K +1,266 +4%
TCA
63
Transcend Capital Advisors
New Jersey
$592K -$782 -50 -0.1%
MML Investors Services
64
MML Investors Services
Massachusetts
$538K +$114K +7,291 +28%
GCP
65
GSA Capital Partners
United Kingdom
$521K +$17.2K +1,100 +4%
SI
66
Stephens Inc
Arkansas
$494K
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$482K +$25.5K +1,631 +6%
EWM
68
Endowment Wealth Management
Wisconsin
$473K -$34K -2,172 -7%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$472K +$442K +28,232 +2,364%
CA
70
Cetera Advisors
Colorado
$461K +$15.9K +1,014 +4%
AR
71
Apeiron RIA
Texas
$454K +$1.61K +103 +0.4%
TYCC
72
Texas Yale Capital Corp
Florida
$446K
Walleye Capital
73
Walleye Capital
New York
$442K -$72.3K -4,622 -14%
BFA
74
Beaumont Financial Advisors
Massachusetts
$439K
WA
75
Wambolt & Associates
Colorado
$437K -$3.19K -204 -0.7%

BIZD Hedge Fund Activity: Q3 2023 in Review

153 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2023, worth a combined $290M — up 19% from $244M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BIZD positions and 11 closed out — a net gain of 9 holders — while 60 added to existing stakes and 36 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $8.02M. The largest seller was Stifel Financial, cutting an estimated $8.81M.

  • 153 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2023, up from 145 in Q2 2023.
  • Funds reported $290M of VanEck BDC Income ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 20 funds opened new VanEck BDC Income ETF positions in Q3 2023 and 11 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q3 2023 was Hilltop Holdings, an estimated $8.02M added.
  • The largest VanEck BDC Income ETF seller in Q3 2023 was Stifel Financial, an estimated $8.81M sold.

Based on aggregated 13F filings for Q3 2023.