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VanEck BDC Income ETF

218 hedge funds and large institutions have $529M invested in VanEck BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

15% more call options, than puts

Call options by funds: $724K | Put options by funds: $632K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 36.46%35.68% (-0.78%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 223218 (-5)

20% less capital invested

Capital invested by funds: $665M → $529M (-$136M)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
93
Reduced
54
Closed
30
Calls
$724K
Puts
$632K
Net Calls
+$92K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.87M +$31.6K +1,850 +2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.82M -$259K -15,179 -12%
IPAM
53
Investment Partners Asset Management
New Jersey
$1.75M +$3.38K +198 +0.2%
Creative Planning
54
Creative Planning
Kansas
$1.73M -$111K -6,490 -6%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.65M -$1.09K -64 -0.1%
OPS
56
Orion Portfolio Solutions
Nebraska
$1.65M -$1.09K -64 -0.1%
SFPG
57
Stonebridge Financial Planning Group
Florida
$1.64M +$639K +37,422 +62%
KWA
58
Kingswood Wealth Advisors
California
$1.63M -$916K -53,651 -35%
BIM
59
Bridges Investment Management
Nebraska
$1.62M +$217K +12,735 +15%
FFWM
60
Future Financial Wealth Management
Ohio
$1.61M +$28.6K +1,674 +2%
WA
61
Waverly Advisors
Alabama
$1.58M +$242K +14,171 +18%
AWS
62
Atria Wealth Solutions
New York
$1.55M +$110K +6,417 +7%
SWM
63
Spire Wealth Management
Virginia
$1.55M +$184K +10,795 +13%
GWM
64
Gibbs Wealth Management
Georgia
$1.44M +$43.3K +2,536 +3%
CPRC
65
Consolidated Portfolio Review Corp
New York
$1.39M -$140K -8,205 -9%
SW
66
SlateStone Wealth
Florida
$1.38M
HWM
67
Howard Wealth Management
Connecticut
$1.32M +$126K +7,398 +10%
SWA
68
Sax Wealth Advisors
New Jersey
$1.31M +$262K +15,365 +24%
GA
69
GFS Advisors
Texas
$1.3M
PIA
70
Perennial Investment Advisors
California
$1.3M +$224K +13,142 +20%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$1.29M +$1.31M +76,686 New
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$1.28M +$105K +6,176 +9%
PAG
73
Private Advisor Group
New Jersey
$1.25M -$170K -9,984 -12%
Lido Advisors
74
Lido Advisors
California
$1.25M +$77K +4,512 +6%
KPWS
75
Kestra Private Wealth Services
Texas
$1.17M -$26.3K -1,542 -2%

BIZD Hedge Fund Activity: Q1 2025 in Review

218 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2025, worth a combined $529M — down 20% from $665M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BIZD and 29 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 93 added.

The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was Wells Fargo, cutting an estimated $6.18M.

  • 218 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2025, down from 223 in Q4 2024.
  • Funds reported $529M of VanEck BDC Income ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest VanEck BDC Income ETF buyer in Q1 2025 was Bank of America, an estimated $12.5M added.
  • The largest VanEck BDC Income ETF seller in Q1 2025 was Wells Fargo, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2025.