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VanEck BDC Income ETF
BIZD

Overview Fund Activity

215 hedge funds and large institutions have $512M invested in VanEck BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-4
Holders Change %
-1.83%
% 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
91
Reduced
54
Closed
28
Calls
$724K
Puts
$632K
Net Calls
+$92K
Net Calls Change
+$257K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.6M
2
KAS
2
Kestra Advisory Services
Texas
$7.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$74.9M
4
LPL Financial
4
LPL Financial
California
$46.9M
5
TI
5
TrueMark Investments
Illinois
$3.77M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$27M
2
NA
2
NewEdge Advisors
Louisiana
$3.12M
3
Millennium Management
3
Millennium Management
New York
$0
4
CCM
4
Condor Capital Management
New Jersey
$13.6M
5
BSG
5
Black Swift Group
Colorado
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.82M -$254K -15,179 -12%
IPAM
52
Investment Partners Asset Management
New Jersey
$1.75M +$3.32K +198 +0.2%
Creative Planning
53
Creative Planning
Kansas
$1.73M -$109K -6,490 -6%
OPS
54
Orion Portfolio Solutions
Nebraska
$1.65M -$1.07K -64 -0.1%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.65M -$1.07K -64 -0.1%
SFPG
56
Stonebridge Financial Planning Group
Florida
$1.64M +$627K +37,422 +62%
KWA
57
Kingswood Wealth Advisors
California
$1.63M -$889K -53,651 -35%
BIM
58
Bridges Investment Management
Nebraska
$1.62M +$213K +12,735 +15%
FFWM
59
Future Financial Wealth Management
Ohio
$1.61M +$28.1K +1,674 +2%
WA
60
Waverly Advisors
Alabama
$1.58M +$238K +14,171 +18%
AWS
61
Atria Wealth Solutions
New York
$1.55M +$108K +6,417 +7%
SWM
62
Spire Wealth Management
Virginia
$1.55M +$181K +10,795 +13%
CPRC
63
Consolidated Portfolio Review Corp
New York
$1.39M -$138K -8,205 -9%
SW
64
SlateStone Wealth
Florida
$1.38M – – –
HWM
65
Howard Wealth Management
Connecticut
$1.32M +$124K +7,398 +10%
SWA
66
Sax Wealth Advisors
New Jersey
$1.31M +$258K +15,365 +24%
GA
67
GFS Advisors
Texas
$1.3M – – –
PIA
68
Perennial Investment Advisors
California
$1.3M +$220K +13,142 +20%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$1.29M +$1.29M +76,686 New
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$1.28M +$104K +6,176 +9%
PAG
71
Private Advisor Group
New Jersey
$1.25M -$167K -9,984 -12%
Lido Advisors
72
Lido Advisors
California
$1.25M +$75.6K +4,512 +6%
KPWS
73
Kestra Private Wealth Services
Texas
$1.17M -$25.8K -1,542 -2%
AWF
74
Alpha Wealth Funds
Utah
$1.17M +$299K +17,840 +34%
NWM
75
Napa Wealth Management
California
$1.17M -$141K -8,440 -11%
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