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VanEck BDC Income ETF

96 hedge funds and large institutions have $138M invested in VanEck BDC Income ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

23% more capital invested

Capital invested by funds: $112M → $138M (+$25.4M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

8% more funds holding

Funds holding: 8996 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.73% less ownership

Funds ownership: 40.36%36.62% (-3.7%)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
30
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
76
Hillsdale Investment Management
Ontario, Canada
$130K -$60.6K -4,000 -33%
LF
77
Lee Financial
Texas
$105K -$7.95K -525 -7%
APA
78
American Portfolios Advisors
New York
$86.1K
TF
79
TimeScale Financial
Massachusetts
$85K +$79.1K +5,222 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$79K
AWA
81
Arkadios Wealth Advisors
Georgia
$70K
JP Morgan Chase
82
JP Morgan Chase
New York
$68K
HNB
83
Huntington National Bank
Ohio
$46K
AIM
84
Anchor Investment Management
South Carolina
$43.2K -$9.47K -625 -19%
WOC
85
West Oak Capital
California
$40K
HI
86
Harbour Investments
Wisconsin
$37K +$35K +2,309 New
MF
87
Manchester Financial
California
$31K +$28.8K +1,900 New
TRCT
88
Tower Research Capital (TRC)
New York
$28K +$25.7K +1,700 New
GWSG
89
GPS Wealth Strategies Group
Colorado
$26K +$25K +1,653 New
GWM
90
Geneos Wealth Management
Colorado
$25K
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$3.97K -262 -19%
BWA
92
BDO Wealth Advisors
Florida
$13K +$12.6K +832 New
Deutsche Bank
93
Deutsche Bank
Germany
$6K +$6.06K +400 New
SCA
94
Stonebridge Capital Advisors
Minnesota
$6K +$6.06K +400 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$3K +$2.45K +162 +16,200%
IA
96
IFP Advisors
Florida
$2K
MCC
97
Money Concepts Capital
Florida
-$1.18M -86,157 Closed
TF
98
Trek Financial
Arizona
-$1.15M -83,470 Closed
AI
99
Atria Investments
North Carolina
-$1.13M -82,610 Closed
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
-$815K -59,363 Closed

BIZD Hedge Fund Activity: Q1 2021 in Review

96 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2021, worth a combined $138M — up 23% from $112M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BIZD positions and 11 closed out — a net gain of 9 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was Analyst IMS Investment Management Services, opening a new position worth an estimated $2.62M. The largest seller was Gradient Investments, cutting an estimated $6.44M.

  • 96 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2021, up from 89 in Q4 2020.
  • Funds reported $138M of VanEck BDC Income ETF stock for Q1 2021, up 23% quarter-over-quarter.
  • 20 funds opened new VanEck BDC Income ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2021 was Analyst IMS Investment Management Services, an estimated $2.62M added.
  • The largest VanEck BDC Income ETF seller in Q1 2021 was Gradient Investments, an estimated $6.44M sold.

Based on aggregated 13F filings for Q1 2021.