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VanEck BDC Income ETF

118 hedge funds and large institutions have $273M invested in VanEck BDC Income ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,219% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $231K

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

45% more capital invested

Capital invested by funds: $188M → $273M (+$84.9M)

5.44% more ownership

Funds ownership: 35.07%40.51% (+5.4%)

4% less funds holding

Funds holding: 123118 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
28
Closed
20
Calls
$3.05M
Puts
$231K
Net Calls
+$2.82M
Net Calls Change
+$6.56M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$269K +$264K +15,037 New
GCP
77
Gill Capital Partners
Colorado
$266K +$1.28K +73 +0.5%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$253K -$10.1K -575 -4%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$232K +$50.1K +2,859 +28%
CFIA
80
Cantor Fitzgerald Investment Advisors
New York
$231K -$3K -171 -1%
Truist Financial
81
Truist Financial
North Carolina
$225K -$55.6K -3,172 -20%
VBFP
82
Valtinson Bruner Financial Planning
Minnesota
$222K
KPWS
83
Kestra Private Wealth Services
Texas
$213K +$561 +32 +0.3%
SMA
84
Sage Mountain Advisors
Georgia
$201K
AIM
85
Anchor Investment Management
South Carolina
$201K +$132K +7,550 +206%
FAIM
86
Financial Advocates Investment Management
Washington
$193K -$56.2K -3,203 -23%
SBIA
87
Sheaff Brock Investment Advisors
Indiana
$188K
SWP
88
Stratos Wealth Partners
Ohio
$187K +$4.02K +229 +2%
MWM
89
Midwest Wealth Management
Indiana
$180K +$176K +10,056 New
MA
90
MKT Advisors
California
$170K +$184K +10,500 New
HIM
91
Hillsdale Investment Management
Ontario, Canada
$153K -$36.8K -2,100 -20%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$145K +$17.5K +1,000 +14%
LF
93
Lee Financial
Texas
$119K
PFS
94
Prospera Financial Services
Texas
$105K +$103K +5,888 New
AIP
95
Ahrens Investment Partners
Louisiana
$101K -$96.4K -5,500 -49%
LC
96
Lindbrook Capital
California
$101K +$99.1K +5,650 New
APA
97
American Portfolios Advisors
New York
$101K
HNB
98
Huntington National Bank
Ohio
$77K
MCC
99
Money Concepts Capital
Florida
$74K -$536K -30,572 -88%
HCP
100
Hexagon Capital Partners
Arkansas
$66K

BIZD Hedge Fund Activity: Q1 2022 in Review

118 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2022, worth a combined $273M — up 45% from $188M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BIZD and 18 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 52 added.

The largest buyer was Gradient Investments, adding an estimated $45.7M. The largest seller was Integrated Advisors Network, exiting entirely with an estimated $4.95M sold.

  • 118 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2022, down from 123 in Q4 2021.
  • Funds reported $273M of VanEck BDC Income ETF stock for Q1 2022, up 45% quarter-over-quarter.
  • 18 funds opened new VanEck BDC Income ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2022 was Gradient Investments, an estimated $45.7M added.
  • The largest VanEck BDC Income ETF seller in Q1 2022 was Integrated Advisors Network, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2022.