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VanEck BDC Income ETF
BIZD

Overview Fund Activity

132 hedge funds and large institutions have $180M invested in VanEck BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
46
Reduced
38
Closed
16
Calls
$232K
Puts
$50K
Net Calls
+$182K
Net Calls Change
+$182K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$4.89M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.73M
3
SA
3
Shilanski & Associates
Alaska
$2.76M
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.9M
2
AS
2
Altshuler Shaham
Israel
$0
3
AWS
3
AJ Wealth Strategies
New York
$439K
4
IWM
4
IHT Wealth Management
Illinois
$372K
5
BAAM
5
Baker Avenue Asset Management
California
$147K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
76
HB Wealth Management
Georgia
$311K -$105K -7,426 -25%
HI
77
Harbour Investments
Wisconsin
$294K +$60K +4,243 +26%
PIA
78
Perennial Investment Advisors
California
$269K +$3.23K +228 +1%
BAM
79
Belpointe Asset Management
Nevada
$245K +$16.8K +1,185 +7%
PWM
80
Prosperity Wealth Management
California
$226K +$226K +15,959 New
AWA
81
Arkadios Wealth Advisors
Georgia
$219K -$53.5K -3,779 -20%
AIM
82
Anchor Investment Management
South Carolina
$218K +$156 +11 +0.1%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$216K – – –
LIA
84
Luken Investment Analytics
Tennessee
$210K +$210K +14,863 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$203K +$44.2K +3,125 +28%
GCP
86
Gill Capital Partners
Colorado
$197K +$1.39K +98 +0.7%
AWS
87
Atria Wealth Solutions
New York
$196K -$259K -18,222 -57%
RJT
88
Raymond James Trust
Florida
$190K +$190K +13,442 New
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$188K – – –
AIM
90
Axiom Investment Management
New York
$181K -$102K -7,200 -36%
CF
91
Cantor Fitzgerald
New York
$175K -$4.72K -333 -3%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$174K – – –
MCM
93
Monument Capital Management
Virginia
$174K – – –
BCA
94
Bay Colony Advisors
Massachusetts
$172K +$3.26K +230 +2%
SIS
95
Sound Income Strategies
Florida
$170K -$17.6K -1,245 -9%
KPWS
96
Kestra Private Wealth Services
Texas
$170K -$17.7K -1,251 -9%
MA
97
MKT Advisors
California
$166K – – –
HCP
98
Hexagon Capital Partners
Arkansas
$161K +$107K +7,550 +198%
IAG
99
Investmark Advisory Group
Connecticut
$158K +$158K +11,137 New
DI
100
DFPG Investments
Utah
$153K +$153K +10,218 New
2 3
4
5 6