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VanEck BDC Income ETF
BIZD

133 hedge funds and large institutions have $181M invested in VanEck BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $232K | Put options by funds: $50K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $161M → $181M (+$20M)

6% more funds holding

Funds holding: 126 → 133 (+7)

0.48% more ownership

Funds ownership: 35.03% → 35.51% (+0.48%)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
47
Reduced
38
Closed
16
Calls
$232K
Puts
$50K
Net Calls
+$182K
Net Calls Change
+$182K

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.65M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.85M
3
SA
Shilanski & Associates
Alaska
+$2.85M
4
Bank of America
Bank of America
North Carolina
+$1.92M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.69M
2
AS
Altshuler Shaham
Israel
-$2.89M
3
AWS
AJ Wealth Strategies
New York
-$1.56M
4
IWM
IHT Wealth Management
Illinois
-$666K
5
BAAM
Baker Avenue Asset Management
California
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
76
Barings
North Carolina
$314K +$324K +22,165 New
HWM
77
HB Wealth Management
Georgia
$311K -$108K -7,426 -25%
HI
78
Harbour Investments
Wisconsin
$294K +$62K +4,243 +26%
PIA
79
Perennial Investment Advisors
California
$269K +$3.33K +228 +1%
BAM
80
Belpointe Asset Management
Nevada
$245K +$17.3K +1,185 +7%
PWM
81
Prosperity Wealth Management
California
$226K +$233K +15,959 New
AWA
82
Arkadios Wealth Advisors
Georgia
$219K -$55.2K -3,779 -20%
AIM
83
Anchor Investment Management
South Carolina
$218K +$161 +11 +0.1%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$216K – – –
LIA
85
Luken Investment Analytics
Tennessee
$210K +$217K +14,863 New
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$203K +$45.6K +3,125 +28%
GCP
87
Gill Capital Partners
Colorado
$197K +$1.43K +98 +0.7%
AWS
88
Atria Wealth Solutions
New York
$196K -$266K -18,222 -57%
RJT
89
Raymond James Trust
Florida
$190K +$196K +13,442 New
VBFP
90
Valtinson Bruner Financial Planning
Minnesota
$188K – – –
AIM
91
Axiom Investment Management
New York
$181K -$105K -7,200 -36%
CF
92
Cantor Fitzgerald
New York
$175K -$4.86K -333 -3%
MCM
93
Monument Capital Management
Virginia
$174K – – –
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$174K – – –
BCA
95
Bay Colony Advisors
Massachusetts
$172K +$3.36K +230 +2%
SIS
96
Sound Income Strategies
Florida
$170K -$18.2K -1,245 -9%
KPWS
97
Kestra Private Wealth Services
Texas
$170K -$18.3K -1,251 -9%
MA
98
MKT Advisors
California
$166K – – –
HCP
99
Hexagon Capital Partners
Arkansas
$161K +$110K +7,550 +198%
IAG
100
Investmark Advisory Group
Connecticut
$158K +$163K +11,137 New
2 3
4
5 6

BIZD Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2022, worth a combined $181M — up 12% from $161M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BIZD positions and 16 closed out — a net gain of 9 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.65M. The largest seller was Morgan Stanley, cutting an estimated $4.69M.

  • 133 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $181M of VanEck BDC Income ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 25 funds opened new VanEck BDC Income ETF positions in Q4 2022 and 16 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2022 was Raymond James & Associates, an estimated $4.65M added.
  • The largest VanEck BDC Income ETF seller in Q4 2022 was Morgan Stanley, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2022.