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VanEck BDC Income ETF
BIZD

180 hedge funds and large institutions have $406M invested in VanEck BDC Income ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

11% more funds holding

Funds holding: 162 → 180 (+18)

11% more capital invested

Capital invested by funds: $366M → $406M (+$40M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5.12% less ownership

Funds ownership: 44.38% → 39.26% (-5.1%)

40% less call options, than puts

Call options by funds: $373K | Put options by funds: $625K

Holders
180
Holders Change
+18
Holders Change %
+11.11%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
70
Reduced
45
Closed
14
Calls
$373K
Puts
$625K
Net Calls
-$252K
Net Calls Change
-$177K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$14M
2
EF
Empowered Funds
Pennsylvania
+$7.52M
3
LPL Financial
LPL Financial
California
+$4.6M
4
PCP
Proficio Capital Partners
Massachusetts
+$4.56M
5
Wells Fargo
Wells Fargo
California
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8.84M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$1.94M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.74M
5
HH
Hilltop Holdings
Texas
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
51
Samalin Investment Counsel
New York
$1.39M +$54.9K +3,362 +4%
CFGS
52
Concourse Financial Group Securities
Alabama
$1.36M +$4.9K +300 +0.4%
SMC
53
Smith, Moore & Co
Missouri
$1.34M +$199K +12,158 +18%
GA
54
GFS Advisors
Texas
$1.31M +$500K +30,600 +65%
KWA
55
Kingswood Wealth Advisors
California
$1.24M +$97K +5,939 +9%
GC
56
Guidance Capital
Kentucky
$1.21M +$1.23M +75,044 New
BRWA
57
B. Riley Wealth Advisors
Florida
$1.15M +$210K +12,841 +22%
BIM
58
Bridges Investment Management
Nebraska
$1.12M +$146K +8,960 +16%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.12M -$14.7K -900 -1%
CAN
60
Cetera Advisor Networks
California
$1.07M -$265K -16,230 -20%
AAS
61
Avantax Advisory Services
Texas
$1.06M +$28.3K +1,734 +3%
Mariner
62
Mariner
Kansas
$1.05M -$168K -10,294 -14%
PIA
63
Perennial Investment Advisors
California
$1.04M +$48K +2,935 +5%
BBL
64
Beck Bode LLC
Massachusetts
$1.03M -$159K -9,731 -14%
Lido Advisors
65
Lido Advisors
California
$1.02M +$985K +60,275 New
GWM
66
Gibbs Wealth Management
Georgia
$1.01M +$974K +59,596 New
AI
67
AXS Investments
New York
$997K -$16.3K -1,000 -2%
KAS
68
Kestra Advisory Services
Texas
$996K +$98K +5,999 +11%
JFGIW
69
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$972K – – –
GCP
70
GSA Capital Partners
United Kingdom
$898K +$190K +11,651 +28%
SF
71
Symphony Financial
Texas
$871K -$12.9K -789 -2%
WA
72
Waverly Advisors
Alabama
$779K +$753K +46,092 New
RCA
73
Ranch Capital Advisors
Florida
$772K +$8.05K +493 +1%
DIM
74
Delta Investment Management
California
$708K +$685K +41,918 New
BCA
75
Bay Colony Advisors
Massachusetts
$706K +$193K +11,789 +39%
1 2
3
4 5

BIZD Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2024, worth a combined $406M — up 11% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIZD positions and 14 closed out — a net gain of 20 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $32M.

  • 180 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $406M of VanEck BDC Income ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 34 funds opened new VanEck BDC Income ETF positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2024 was Millennium Management, an estimated $14M added.
  • The largest VanEck BDC Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2024.