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VanEck BDC Income ETF
BIZD

Overview Fund Activity

89 hedge funds and large institutions have $112M invested in VanEck BDC Income ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+26
Holders Change %
+41.27%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
21
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AOG
1
Alpha Omega Group
Virginia
$5.51M
2
NA
2
NewEdge Advisors
Louisiana
$4.79M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$3.17M
4
AS
4
Altshuler Shaham
Israel
$2.99M
5
CWM
5
Centric Wealth Management
Illinois
$2.11M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$58K
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
BL
5
Balentine LLC
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$69K 5,000 – –
AWA
77
Arkadios Wealth Advisors
Georgia
$59K 4,350 -400 -8%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$58K 4,225 -442,379 -99%
AIM
79
Anchor Investment Management
South Carolina
$45.2K 3,289 – –
HNB
80
Huntington National Bank
Ohio
– – – –
RA
81
Reby Advisors
Connecticut
$37K 2,705 +2,705 New
WOC
82
West Oak Capital
California
$34K 2,450 – –
FCH
83
Freestone Capital Holdings
Washington
$28.5K 2,073 – –
GWM
84
Geneos Wealth Management
Colorado
$24K 1,500 – –
SW
85
SVB Wealth
Massachusetts
$20K 1,500 – –
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$19K 1,412 – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$3K 200 +200 New
IA
88
IFP Advisors
Florida
$1K 96 -96 -50%
FAIM
89
Financial Advocates Investment Management
Washington
– – -52,514 Closed
AAS
90
Avantax Advisory Services
Texas
– – -49,745 Closed
BL
91
Balentine LLC
Georgia
– – -43,749 Closed
HighTower Advisors
92
HighTower Advisors
Illinois
– – -11,620 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– – -10,669 Closed
CPW
94
Catalyst Private Wealth
California
– – -423 Closed
WCG
95
Weaver Consulting Group
California
– – -342 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
$0 1 +1 New
OFG
97
Oxford Financial Group
Indiana
$0 1 +1 New
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