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VanEck BDC Income ETF

219 hedge funds and large institutions have $655M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 89 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+34
Holders Change %
+18.38%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
52
Increased
89
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Shares
Change %
IPAM
51
Investment Partners Asset Management
New Jersey
$1.73M +$46.8K +2,817 +3%
MOS
52
MGO One Seven
Ohio
$1.7M +$1.31M +78,705 +331%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.7M +$1.53M +91,850 +893%
OPS
54
Orion Portfolio Solutions
Nebraska
$1.64M -$200K -12,012 -11%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.64M -$200K -12,012 -11%
FFWM
56
Future Financial Wealth Management
Ohio
$1.57M -$216K -12,996 -12%
CPRC
57
Consolidated Portfolio Review Corp
New York
$1.52M +$500K +30,050 +49%
AI
58
AXS Investments
New York
$1.51M +$1.51M +90,945 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.51M +$165K +9,926 +12%
CFGS
60
Concourse Financial Group Securities
Alabama
$1.5M +$66.2K +3,850 +5%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.46M +$1.46M +88,010 New
JWCA
62
J.W. Cole Advisors
Florida
$1.45M +$301K +18,115 +26%
AWS
63
Atria Wealth Solutions
New York
$1.44M +$11.8K +707 +0.8%
PAG
64
Private Advisor Group
New Jersey
$1.41M -$49.7K -2,988 -3%
BIM
65
Bridges Investment Management
Nebraska
$1.4M +$90.3K +5,430 +7%
SW
66
SlateStone Wealth
Florida
$1.37M
GC
67
Guidance Capital
Kentucky
$1.36M -$213K -12,369 -14%
SWM
68
Spire Wealth Management
Virginia
$1.35M +$313K +18,824 +30%
WA
69
Waverly Advisors
Alabama
$1.33M +$517K +31,118 +63%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.32M +$538K +32,378 +69%
NWM
71
Napa Wealth Management
California
$1.3M +$348K +20,920 +37%
GA
72
GFS Advisors
Texas
$1.29M
KPWS
73
Kestra Private Wealth Services
Texas
$1.19M +$120K +7,186 +11%
HWM
74
Howard Wealth Management
Connecticut
$1.19M +$572K +34,421 +93%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$1.16M -$260K -15,653 -18%