VanEck BDC Income ETF
BIZD
96 hedge funds and large institutions have $138M invested in VanEck BDC Income ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
23% more capital invested
Capital invested by funds: $112M → $138M (+$25.4M)
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
8% more funds holding
Funds holding: 89 → 96 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.73% less ownership
Funds ownership: 40.36% → 36.62% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIIMS
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
+$2.62M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.68M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$1.55M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$6.44M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.18M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$1.15M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.13M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$815K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AR
101
Advisory Research
Chicago,
Illinois
| – | -$494K | -35,934 | Closed |
|
|
HT
102
HAP Trading
New York
| – | -$467K | -33,981 | Closed |
|
|
CIM
103
Confluence Investment Management
St. Louis,
Missouri
| – | -$334K | -24,303 | Closed |
|
|
CWM
104
Curi Wealth Management
Raleigh,
North Carolina
| – | -$147K | -10,755 | Closed |
|
|
FCH
105
Freestone Capital Holdings
Seattle,
Washington
| – | -$28.5K | -2,073 | Closed |
|
|
SW
106
SVB Wealth
Boston,
Massachusetts
| – | -$20K | -1,500 | Closed |
|
107
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -200 | Closed |
|
|
OFG
108
Oxford Financial Group
Carmel,
Indiana
| – | +$363 | +24 | +2,400% |
|
BIZD Hedge Fund Activity: Q1 2021 in Review
96 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2021, worth a combined $138M — up 23% from $112M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BIZD positions and 11 closed out — a net gain of 9 holders — while 30 added to existing stakes and 26 trimmed.
The largest buyer was Analyst IMS Investment Management Services, opening a new position worth an estimated $2.62M. The largest seller was Gradient Investments, cutting an estimated $6.44M.
- 96 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2021, up from 89 in Q4 2020.
- Funds reported $138M of VanEck BDC Income ETF stock for Q1 2021, up 23% quarter-over-quarter.
- 20 funds opened new VanEck BDC Income ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
- The largest VanEck BDC Income ETF buyer in Q1 2021 was Analyst IMS Investment Management Services, an estimated $2.62M added.
- The largest VanEck BDC Income ETF seller in Q1 2021 was Gradient Investments, an estimated $6.44M sold.
Based on aggregated 13F filings for Q1 2021.