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VanEck BDC Income ETF
BIZD

Overview Fund Activity

219 hedge funds and large institutions have $655M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 89 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+34
Holders Change %
+18.38%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
52
Increased
89
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$32.8M
2
NFT
2
Nan Fung Trinity
Hong Kong
$5.64M
3
HH
3
Hilltop Holdings
Texas
$5.68M
4
Millennium Management
4
Millennium Management
New York
$3.43M
5
DA
5
Denali Advisors
California
$2.61M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
IA
3
IFP Advisors
Florida
$104K
4
SA
4
Sanctuary Advisors
Indiana
$317K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$1.16M -$722K -43,406 -38%
PIA
77
Perennial Investment Advisors
California
$1.07M +$1.76K +106 +0.2%
SWA
78
Sax Wealth Advisors
New Jersey
$1.04M +$36.1K +2,168 +4%
JFGIW
79
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01M – – –
SFPG
80
Stonebridge Financial Planning Group
Florida
$1M +$279K +16,794 +39%
RCA
81
Ranch Capital Advisors
Florida
$908K +$67K +4,030 +8%
KAS
82
Kestra Advisory Services
Texas
$880K -$178K -10,705 -17%
AWF
83
Alpha Wealth Funds
Utah
$861K +$861K +51,768 New
SF
84
Symphony Financial
Texas
$847K -$26.5K -1,540 -3%
RTC
85
Real Talk Capital
Tennessee
$799K – – –
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$779K -$236K -14,298 -23%
HI
87
Harbour Investments
Wisconsin
$773K +$347K +20,873 +82%
IAIM
88
International Assets Investment Management
Florida
$764K +$764K +45,527 New
WA
89
Wealth Alliance
New York
$723K -$18.5K -1,114 -2%
BA
90
Bard Associates
Illinois
$712K +$218K +13,118 +44%
BCA
91
Bay Colony Advisors
Massachusetts
$710K +$12K +724 +2%
SFS
92
Sowell Financial Services
Arkansas
$679K +$679K +40,833 New
MCC
93
Money Concepts Capital
Florida
$633K +$633K +38,066 New
GRP
94
Global Retirement Partners
California
$628K +$216K +13,010 +53%
SMA
95
Sage Mountain Advisors
Georgia
$609K – – –
Comerica Bank
96
Comerica Bank
Texas
$609K +$38.3K +2,303 +7%
TSWM
97
Tyler-Stone Wealth Management
Ohio
$584K -$12.5K -750 -2%
WA
98
Wambolt & Associates
Colorado
$579K -$25.5K -1,531 -4%
Bank Julius Baer & Co
99
Bank Julius Baer & Co
Switzerland
$579K +$579K +31,534 New
Cerity Partners
100
Cerity Partners
New York
$567K +$34.9K +2,100 +7%
2 3
4
5 6