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VanEck BDC Income ETF
BIZD

Overview Fund Activity

132 hedge funds and large institutions have $180M invested in VanEck BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
46
Reduced
38
Closed
16
Calls
$232K
Puts
$50K
Net Calls
+$182K
Net Calls Change
+$182K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$4.89M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.73M
3
SA
3
Shilanski & Associates
Alaska
$2.76M
4
Bank of America
4
Bank of America
North Carolina
$11.6M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.9M
2
AS
2
Altshuler Shaham
Israel
$0
3
AWS
3
AJ Wealth Strategies
New York
$439K
4
IWM
4
IHT Wealth Management
Illinois
$372K
5
BAAM
5
Baker Avenue Asset Management
California
$147K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
101
Tyler-Stone Wealth Management
Ohio
$149K +$118K +8,379 +385%
BAAM
102
Baker Avenue Asset Management
California
$147K -$449K -31,740 -75%
PAG
103
Private Advisor Group
New Jersey
$147K +$33.7K +16,144 +30%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$143K -$203K -14,346 -59%
LFG
105
Larson Financial Group
Missouri
$138K -$4.34K -307 -3%
ASN
106
Advisory Services Network
Georgia
$126K +$126K +8,928 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$126K +$56.2K +3,997 +81%
PA
108
Parallel Advisors
California
$99.1K – – –
LF
109
Lee Financial
Texas
$93.9K – – –
LC
110
Lindbrook Capital
California
$79.9K – – –
Citadel Advisors
111
Citadel Advisors
Florida
$69.2K -$198K -13,979 -74%
HNB
112
Huntington National Bank
Ohio
$60.7K -$58K – –
MCC
113
Money Concepts Capital
Florida
$60K +$60K +4,238 New
CS
114
Credit Suisse
Switzerland
$53.8K – – –
BC
115
Barrett & Company
Rhode Island
$53.8K – – –
WB
116
Webster Bank
Connecticut
$49K – – –
VanEck Associates
117
VanEck Associates
New York
$48K +$39.7K +2,822 +482%
CSPIA
118
Cary Street Partners Investment Advisory
Virginia
$34.6K +$34.6K +2,445 New
SWM
119
Sanctuary Wealth Management
Idaho
$20.6K +$20.6K +1,454 New
HIM
120
Hillsdale Investment Management
Ontario, Canada
$19.8K -$5.66K -400 -22%
MIM
121
Macroview Investment Management
Maryland
$19K +$481 +34 +3%
PTC
122
Private Trust Company
Ohio
$16K -$3.74K -257 -19%
CA
123
CoreCap Advisors
Michigan
$14.2K +$14.2K +1,000 New
CIAS
124
Capital Investment Advisory Services
North Carolina
$13.3K – – –
TWM
125
Tradition Wealth Management
Minnesota
$10K – – –
2 3 4
5
6