VanEck BDC Income ETF
BIZD
131 hedge funds and large institutions have $201M invested in VanEck BDC Income ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 14 closing their positions.
444% more call options, than puts
Call options by funds: $1.17M | Put options by funds: $215K
54% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 35
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
11% more capital invested
Capital invested by funds: $181M → $201M (+$20M)
0.29% less ownership
Funds ownership: 35.51% → 35.23% (-0.29%)
2% less funds holding
Funds holding: 133 → 131 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.53M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.96M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.46M |
| 5 |
ACM
Ascendant Capital Management
Los Angeles,
California
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.94M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$1.42M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$1.24M |
| 4 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$1.12M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.05M |
BIZD Hedge Fund Activity: Q1 2023 in Review
131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2023, worth a combined $201M — up 11% from $181M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BIZD positions and 14 closed out — a net gain of 3 holders — while 54 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was JP Morgan Chase, cutting an estimated $3.94M.
- 131 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2023, down from 133 in Q4 2022.
- Funds reported $201M of VanEck BDC Income ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 17 funds opened new VanEck BDC Income ETF positions in Q1 2023 and 14 closed out, a net change of +3 holders.
- The largest VanEck BDC Income ETF buyer in Q1 2023 was Morgan Stanley, an estimated $10.5M added.
- The largest VanEck BDC Income ETF seller in Q1 2023 was JP Morgan Chase, an estimated $3.94M sold.
Based on aggregated 13F filings for Q1 2023.