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VanEck BDC Income ETF
BIZD

123 hedge funds and large institutions have $188M invested in VanEck BDC Income ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

9% more funds holding

Funds holding: 113 → 123 (+10)

0% more capital invested

Capital invested by funds: $187M → $188M (+$702K)

2.26% less ownership

Funds ownership: 37.33% → 35.07% (-2.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.74M

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
45
Reduced
32
Closed
16
Calls
–
Puts
$3.74M
Net Calls
-$3.74M
Net Calls Change
-$3.74M

Top Buyers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
+$3.32M
2
LPL Financial
LPL Financial
California
+$2.01M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.38M
4
Stifel Financial
Stifel Financial
Missouri
+$1.37M
5
Morgan Stanley
Morgan Stanley
New York
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$6.42M
2
AS
Altshuler Shaham
Israel
-$3.71M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$1.2M
4
CF
Centaurus Financial
California
-$1.12M
5
KWM
Kingsview Wealth Management
Oregon
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$235K +$37.8K +2,177 +19%
CFIA
77
Cantor Fitzgerald Investment Advisors
New York
$225K – – –
CCM
78
Crabel Capital Management
California
$218K +$220K +12,661 New
AAS
79
Avantax Advisory Services
Texas
$217K +$219K +12,616 New
VBFP
80
Valtinson Bruner Financial Planning
Minnesota
$216K – – –
PIA
81
Perennial Investment Advisors
California
$205K +$205K +11,794 New
KPWS
82
Kestra Private Wealth Services
Texas
$204K +$538 +31 +0.3%
SMA
83
Sage Mountain Advisors
Georgia
$193K – – –
RJA
84
Raymond James & Associates
Florida
$193K +$195K +11,217 New
AIP
85
Ahrens Investment Partners
Louisiana
$192K -$151K -8,700 -44%
HIM
86
Hillsdale Investment Management
Ontario, Canada
$183K +$45.8K +2,640 +33%
SBIA
87
Sheaff Brock Investment Advisors
Indiana
$181K – – –
SWP
88
Stratos Wealth Partners
Ohio
$175K +$177K +10,195 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$173K +$175K +10,073 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$165K – – –
IAG
91
Investmark Advisory Group
Connecticut
$154K +$156K +8,987 New
HI
92
Harbour Investments
Wisconsin
$146K +$40.2K +2,321 +38%
SWM
93
Spire Wealth Management
Virginia
$141K +$3.64K +210 +3%
NFG
94
Next Financial Group
Texas
$139K +$2.71K +156 +2%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$122K +$53.7K +3,094 +77%
LF
96
Lee Financial
Texas
$114K – – –
APA
97
American Portfolios Advisors
New York
$96.6K +$5.2K +300 +6%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$86K -$260K -15,000 -75%
HNB
99
Huntington National Bank
Ohio
$74K – – –
HCP
100
Hexagon Capital Partners
Arkansas
$63K – – –
2 3
4
5 6

BIZD Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2021, worth a combined $188M — up 0.37% from $187M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BIZD positions and 16 closed out — a net gain of 13 holders — while 45 added to existing stakes and 32 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $3.32M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $6.42M sold.

  • 123 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $188M of VanEck BDC Income ETF stock for Q4 2021, up 0.37% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q4 2021 and 16 closed out, a net change of +13 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2021 was Clark Capital Management Group, an estimated $3.32M added.
  • The largest VanEck BDC Income ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $6.42M sold.

Based on aggregated 13F filings for Q4 2021.