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VanEck BDC Income ETF
BIZD

Overview Fund Activity

102 hedge funds and large institutions have $164M invested in VanEck BDC Income ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
42
Reduced
26
Closed
11
Calls
–
Puts
$187K
Net Calls
-$187K
Net Calls Change
-$187K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
IAN
2
Integrated Advisors Network
Texas
$4.75M
3
Creative Planning
3
Creative Planning
Kansas
$3.49M
4
LPL Financial
4
LPL Financial
California
$16.9M
5
Wells Fargo
5
Wells Fargo
California
$6.82M

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$0
2
AOG
2
Alpha Omega Group
Virginia
$3.35M
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$623K
5
RCA
5
Ranch Capital Advisors
Florida
$692K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$180K 10,469 +205 +2%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$165K 9,600 – –
SIAP
78
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$140K 8,185 – –
NFG
79
Next Financial Group
Texas
$137K 7,969 -1,556 -16%
HIM
80
Hillsdale Investment Management
Ontario, Canada
$137K 8,000 – –
LF
81
Lee Financial
Texas
$111K 6,485 – –
Deutsche Bank
82
Deutsche Bank
Germany
$96K 5,617 +5,217 +1,304%
APA
83
American Portfolios Advisors
New York
$91.2K 5,312 – –
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$82K 4,774 +549 +13%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$79K 4,616 – –
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$68K 4,000 +4,000 New
AWA
87
Arkadios Wealth Advisors
Georgia
$67K 3,950 -400 -9%
HI
88
Harbour Investments
Wisconsin
$54K 3,171 +862 +37%
CIAS
89
Capital Investment Advisory Services
North Carolina
$52K 3,021 +3,021 New
HNB
90
Huntington National Bank
Ohio
– – – –
DOA
91
D'Orazio & Associates
Virginia
$46K 2,665 +2,665 New
AIM
92
Anchor Investment Management
South Carolina
$45.7K 2,664 – –
WB
93
Webster Bank
Connecticut
$43K 2,516 +2,516 New
WOC
94
West Oak Capital
California
$33K 1,950 -500 -20%
GWM
95
Geneos Wealth Management
Colorado
$25K 1,500 – –
IA
96
IFP Advisors
Florida
$25K 1,446 +1,350 +1,406%
ASN
97
Advisory Services Network
Georgia
$25K 1,453 +1,453 New
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$24K 1,400 +250 +22%
BWA
99
BDO Wealth Advisors
Florida
$14K 832 – –
SCA
100
Stonebridge Capital Advisors
Minnesota
$13K 800 +400 +100%
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4
5