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VanEck BDC Income ETF

223 hedge funds and large institutions have $665M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

122% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 41

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more capital invested

Capital invested by funds: $432M → $665M (+$233M)

19% more funds holding

Funds holding: 188223 (+35)

0.16% more ownership

Funds ownership: 36.3%36.46% (+0.16%)

34% less call options, than puts

Call options by funds: $326K | Put options by funds: $491K

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
91
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$1.81M +$204K +12,394 +13%
IPAM
52
Investment Partners Asset Management
New Jersey
$1.73M +$46.5K +2,817 +3%
MOS
53
MGO One Seven
Ohio
$1.7M +$1.3M +78,705 +331%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.7M +$1.51M +91,850 +893%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.64M -$198K -12,012 -11%
OPS
56
Orion Portfolio Solutions
Nebraska
$1.64M -$198K -12,012 -11%
FFWM
57
Future Financial Wealth Management
Ohio
$1.57M -$214K -12,996 -12%
CPRC
58
Consolidated Portfolio Review Corp
New York
$1.52M +$496K +30,050 +49%
AI
59
AXS Investments
New York
$1.51M +$1.5M +90,945 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.51M +$164K +9,926 +12%
CFGS
61
Concourse Financial Group Securities
Alabama
$1.5M +$63.5K +3,850 +5%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.46M +$1.45M +88,010 New
JWCA
63
J.W. Cole Advisors
Florida
$1.45M +$299K +18,115 +26%
AWS
64
Atria Wealth Solutions
New York
$1.44M +$11.7K +707 +0.8%
PAG
65
Private Advisor Group
New Jersey
$1.41M -$49.3K -2,988 -3%
BIM
66
Bridges Investment Management
Nebraska
$1.4M +$89.6K +5,430 +7%
GWM
67
Gibbs Wealth Management
Georgia
$1.39M +$251K +15,224 +22%
SW
68
SlateStone Wealth
Florida
$1.37M
GC
69
Guidance Capital
Kentucky
$1.36M -$204K -12,369 -14%
SWM
70
Spire Wealth Management
Virginia
$1.35M +$310K +18,824 +30%
WA
71
Waverly Advisors
Alabama
$1.33M +$513K +31,118 +63%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.31M +$534K +32,378 +69%
NWM
73
Napa Wealth Management
California
$1.3M +$345K +20,920 +37%
GA
74
GFS Advisors
Texas
$1.29M
KPWS
75
Kestra Private Wealth Services
Texas
$1.19M +$119K +7,186 +11%

BIZD Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2024, worth a combined $665M — up 54% from $432M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BIZD positions and 16 closed out — a net gain of 37 holders — while 91 added to existing stakes and 41 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.

  • 223 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2024, up from 188 in Q3 2024.
  • Funds reported $665M of VanEck BDC Income ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 53 funds opened new VanEck BDC Income ETF positions in Q4 2024 and 16 closed out, a net change of +37 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2024 was Wells Fargo, an estimated $10.3M added.
  • The largest VanEck BDC Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2024.