VanEck BDC Income ETF
BIZD
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.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
62% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 26
19% more capital invested
Capital invested by funds: $138M → $164M (+$26.2M)
6% more funds holding
Funds holding: 96 → 102 (+6)
1.17% less ownership
Funds ownership: 36.62% → 35.45% (-1.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $187K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.51M |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$4.68M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$3.23M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.91M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$3.56M |
| 2 |
AOG
Alpha Omega Group
Reston,
Virginia
|
-$3.01M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.24M |
| 4 |
RCA
Ranch Capital Advisors
Sarasota,
Florida
|
-$700K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$671K |
BIZD Hedge Fund Activity: Q2 2021 in Review
102 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2021, worth a combined $164M — up 19% from $138M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BIZD positions and 11 closed out — a net gain of 7 holders — while 42 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.51M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $3.56M sold.
- 102 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2021, up from 96 in Q1 2021.
- Funds reported $164M of VanEck BDC Income ETF stock for Q2 2021, up 19% quarter-over-quarter.
- 18 funds opened new VanEck BDC Income ETF positions in Q2 2021 and 11 closed out, a net change of +7 holders.
- The largest VanEck BDC Income ETF buyer in Q2 2021 was Morgan Stanley, an estimated $9.51M added.
- The largest VanEck BDC Income ETF seller in Q2 2021 was Legacy Capital Wealth Partners, an estimated $3.56M sold.
Based on aggregated 13F filings for Q2 2021.