VanEck BDC Income ETF
BIZD
124 hedge funds and large institutions have $230M invested in VanEck BDC Income ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
21% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 34
5% more funds holding
Funds holding: 118 → 124 (+6)
1.06% more ownership
Funds ownership: 40.51% → 41.57% (+1.1%)
16% less capital invested
Capital invested by funds: $273M → $230M (-$43.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIIMS
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
+$2.75M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.89M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.81M |
| 4 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
+$1.55M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$3.68M |
| 2 |
Morgan Stanley
New York
|
-$2.48M |
| 3 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$1.29M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$584K |
| 5 |
AOG
Alpha Omega Group
Reston,
Virginia
|
-$583K |
BIZD Hedge Fund Activity: Q2 2022 in Review
124 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2022, worth a combined $230M — down 16% from $273M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BIZD positions and 13 closed out — a net gain of 8 holders — while 41 added to existing stakes and 34 trimmed.
The largest buyer was Analyst IMS Investment Management Services, opening a new position worth an estimated $2.75M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $3.68M sold.
- 124 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2022, up from 118 in Q1 2022.
- Funds reported $230M of VanEck BDC Income ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 21 funds opened new VanEck BDC Income ETF positions in Q2 2022 and 13 closed out, a net change of +8 holders.
- The largest VanEck BDC Income ETF buyer in Q2 2022 was Analyst IMS Investment Management Services, an estimated $2.75M added.
- The largest VanEck BDC Income ETF seller in Q2 2022 was Clark Capital Management Group, an estimated $3.68M sold.
Based on aggregated 13F filings for Q2 2022.