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VanEck BDC Income ETF
BIZD

230 hedge funds and large institutions have $673M invested in VanEck BDC Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more capital invested

Capital invested by funds: $581M → $673M (+$92M)

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

6.13% more ownership

Funds ownership: 36.41% → 42.54% (+6.1%)

3% less funds holding

Funds holding: 236 → 230 (-6)

86% less call options, than puts

Call options by funds: $185K | Put options by funds: $1.28M

Holders
230
Holders Change
-6
Holders Change %
-2.54%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
105
Reduced
56
Closed
25
Calls
$185K
Puts
$1.28M
Net Calls
-$1.1M
Net Calls Change
-$319K

Top Buyers

Rank Fund Capital Flow
1
GAM
Generali Asset Management
Italy
+$35.2M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$25.2M
3
Morgan Stanley
Morgan Stanley
New York
+$19.3M
4
QC
Quadrature Capital
United Kingdom
+$17M
5
Bank of America
Bank of America
North Carolina
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
-$5.13M
2
Wells Fargo
Wells Fargo
California
-$3.07M
3
B
Barings
North Carolina
-$2.25M
4
AF
Advisornet Financial
Minnesota
-$2.01M
5
AAS
Ameritas Advisory Services
Nebraska
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.16M +$862K +53,921 +60%
KWA
52
Kingswood Wealth Advisors
California
$2.14M +$509K +31,839 +28%
MRP
53
Measured Risk Portfolios
California
$2.12M +$13.7K +856 +0.6%
SWP
54
Stratos Wealth Partners
Ohio
$2.02M -$695K -43,458 -24%
SFPG
55
Stonebridge Financial Planning Group
Florida
$2.01M +$228K +14,272 +12%
FFA
56
Farther Finance Advisors
California
$2.01M +$2.13M +133,243 +9,733%
WS
57
Wedbush Securities
California
$2.01M +$83.6K +5,231 +4%
MCA
58
Magnolia Capital Advisors
Mississippi
$1.89M +$1.3M +81,331 +181%
CF
59
Centaurus Financial
California
$1.85M -$1.42M -88,770 -42%
SWA
60
Sax Wealth Advisors
New Jersey
$1.83M +$156K +9,778 +9%
DIM
61
Delta Investment Management
California
$1.77M -$957K -59,866 -34%
HWM
62
Howard Wealth Management
Connecticut
$1.71M +$216K +13,510 +13%
GA
63
GFS Advisors
Texas
$1.69M +$568K +35,500 +46%
WA
64
Waverly Advisors
Alabama
$1.66M +$207K +12,967 +13%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.64M +$162K +10,138 +10%
IPAM
66
Investment Partners Asset Management
New Jersey
$1.59M +$4.52K +283 +0.3%
FFWM
67
Future Financial Wealth Management
Ohio
$1.54M +$281K +17,598 +21%
Fidelity International
68
Fidelity International
Bermuda
$1.51M +$1.62M +101,334 New
PAS
69
Park Avenue Securities
New York
$1.48M -$384K -24,037 -20%
CW
70
CreativeOne Wealth
Kansas
$1.46M -$476K -29,747 -23%
PAG
71
Private Advisor Group
New Jersey
$1.46M +$381K +23,859 +32%
WA
72
Wealth Alliance
New York
$1.45M +$885K +55,360 +133%
B
73
Barings
North Carolina
$1.43M -$2.25M -140,661 -60%
SWM
74
Spire Wealth Management
Virginia
$1.43M -$895 -56 -0.1%
PIA
75
Perennial Investment Advisors
California
$1.39M +$298K +18,638 +25%
1 2
3
4 5

BIZD Hedge Fund Activity: Q3 2025 in Review

230 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2025, worth a combined $673M — up 16% from $581M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BIZD positions and 25 closed out — a net gain of 3 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Generali Asset Management, opening a new position worth an estimated $35.2M. The largest seller was Clark Capital Management Group, cutting an estimated $5.13M.

  • 230 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2025, down from 236 in Q2 2025.
  • Funds reported $673M of VanEck BDC Income ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 28 funds opened new VanEck BDC Income ETF positions in Q3 2025 and 25 closed out, a net change of +3 holders.
  • The largest VanEck BDC Income ETF buyer in Q3 2025 was Generali Asset Management, an estimated $35.2M added.
  • The largest VanEck BDC Income ETF seller in Q3 2025 was Clark Capital Management Group, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2025.