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VanEck BDC Income ETF
BIZD

126 hedge funds and large institutions have $161M invested in VanEck BDC Income ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2% more funds holding

Funds holding: 124 → 126 (+2)

6.54% less ownership

Funds ownership: 41.57% → 35.03% (-6.5%)

30% less capital invested

Capital invested by funds: $230M → $161M (-$68.6M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
44
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.8M
2
Millennium Management
Millennium Management
New York
+$3.31M
3
CCM
Condor Capital Management
New Jersey
+$1.49M
4
ACM
Advisors Capital Management
New Jersey
+$1.45M
5
AAS
Avantax Advisory Services
Texas
+$761K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$43.5M
2
Morgan Stanley
Morgan Stanley
New York
-$16.9M
3
AWS
AJ Wealth Strategies
New York
-$1.88M
4
IWM
IHT Wealth Management
Illinois
-$1.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
101
Lindbrook Capital
California
$77K – – –
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$67K +$8.57K +550 +12%
HNB
103
Huntington National Bank
Ohio
$58K – – –
OPW
104
Oxler Private Wealth
New York
$57.4K +$9.35K +600 New
BC
105
Barrett & Company
Rhode Island
$53.8K +$59.2K +3,800 New
CS
106
Credit Suisse
Switzerland
$52K – – –
HCP
107
Hexagon Capital Partners
Arkansas
$52K – – –
WB
108
Webster Bank
Connecticut
$47K – – –
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$42K +$47.9K +3,071 New
TSWM
110
Tyler-Stone Wealth Management
Ohio
$30K – – –
OA
111
Operose Advisors
Wisconsin
$26K +$29.4K +1,885 New
HIM
112
Hillsdale Investment Management
Ontario, Canada
$24K -$10.9K -700 -28%
WOC
113
West Oak Capital
California
$20K – – –
PTC
114
Private Trust Company
Ohio
$18K -$7.68K -493 -27%
MIM
115
Macroview Investment Management
Maryland
$18K +$20.5K +1,312 New
CIAS
116
Capital Investment Advisory Services
North Carolina
$13K -$3.19K -205 -18%
TWM
117
Tradition Wealth Management
Minnesota
$10K – – –
VanEck Associates
118
VanEck Associates
New York
$8K -$655 -42 -7%
PP
119
PFS Partners
New Jersey
$7.99K – – –
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
BAM
121
Byrne Asset Management
New Jersey
$5K – – –
SCA
122
Stonebridge Capital Advisors
Minnesota
$5K – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$2K +$94 +6 +5%
AIP
124
Almanack Investment Partners
Pennsylvania
$2K +$2.4K +154 New
CNBTD
125
Citizens National Bank Trust Department
Mississippi
$1K – – –
2 3 4
5
6

BIZD Hedge Fund Activity: Q3 2022 in Review

126 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2022, worth a combined $161M — down 30% from $230M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BIZD positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.8M. The largest seller was Gradient Investments, cutting an estimated $43.5M.

  • 126 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2022, up from 124 in Q2 2022.
  • Funds reported $161M of VanEck BDC Income ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 15 funds opened new VanEck BDC Income ETF positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest VanEck BDC Income ETF buyer in Q3 2022 was LPL Financial, an estimated $6.8M added.
  • The largest VanEck BDC Income ETF seller in Q3 2022 was Gradient Investments, an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2022.