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VanEck BDC Income ETF

218 hedge funds and large institutions have $529M invested in VanEck BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

15% more call options, than puts

Call options by funds: $724K | Put options by funds: $632K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 36.46%35.68% (-0.78%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 223218 (-5)

20% less capital invested

Capital invested by funds: $665M → $529M (-$136M)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
93
Reduced
54
Closed
30
Calls
$724K
Puts
$632K
Net Calls
+$92K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
AWF
76
Alpha Wealth Funds
Utah
$1.17M +$305K +17,840 +34%
NWM
77
Napa Wealth Management
California
$1.17M -$144K -8,440 -11%
GC
78
Guidance Capital
Kentucky
$1.13M -$86.6K -5,069 -6%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.13M -$201K -11,769 -15%
IAIM
80
International Assets Investment Management
Florida
$1.12M +$359K +21,019 +46%
WTC
81
WhitTier Trust Company
Nevada
$1.1M +$1.12M +65,724 New
NW
82
Naviter Wealth
Arkansas
$1.01M +$498K +29,154 +95%
RCA
83
Ranch Capital Advisors
Florida
$910K -$5.26K -308 -0.6%
Goldman Sachs
84
Goldman Sachs
New York
$862K +$657K +38,483 +297%
AFG
85
Albion Financial Group
Utah
$787K +$802K +46,941 New
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$780K +$149K +8,704 +18%
SFS
87
Sowell Financial Services
Arkansas
$763K +$80.6K +4,719 +12%
BA
88
Bard Associates
Illinois
$762K +$45.7K +2,677 +6%
JFGIW
89
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$712K -$256K -15,000 -26%
WA
90
Wealth Alliance
New York
$669K -$60.1K -3,517 -8%
GS
91
GWN Securities
Florida
$665K +$708K +41,451 New
CWM
92
Congress Wealth Management
Massachusetts
$648K +$264K +15,487 +67%
RTC
93
Real Talk Capital
Tennessee
$635K +$647K +37,895 New
SMA
94
Sage Mountain Advisors
Georgia
$614K
NAS
95
NWF Advisory Services
California
$609K +$176K +10,335 +40%
Cerity Partners
96
Cerity Partners
New York
$601K +$30.7K +1,800 +5%
PPW
97
Pasadena Private Wealth
California
$593K +$604K +35,382 New
TSWM
98
Tyler-Stone Wealth Management
Ohio
$589K
FPB
99
First PREMIER Bank
South Dakota
$579K +$20.9K +1,225 +4%
AAM
100
Advisors Asset Management
Colorado
$575K +$51.9K +3,040 +10%

BIZD Hedge Fund Activity: Q1 2025 in Review

218 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2025, worth a combined $529M — down 20% from $665M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BIZD and 29 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 93 added.

The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was Wells Fargo, cutting an estimated $6.18M.

  • 218 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2025, down from 223 in Q4 2024.
  • Funds reported $529M of VanEck BDC Income ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest VanEck BDC Income ETF buyer in Q1 2025 was Bank of America, an estimated $12.5M added.
  • The largest VanEck BDC Income ETF seller in Q1 2025 was Wells Fargo, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2025.