We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF
BIZD

133 hedge funds and large institutions have $181M invested in VanEck BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $232K | Put options by funds: $50K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $161M → $181M (+$20M)

6% more funds holding

Funds holding: 126 → 133 (+7)

0.48% more ownership

Funds ownership: 35.03% → 35.51% (+0.48%)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
47
Reduced
38
Closed
16
Calls
$232K
Puts
$50K
Net Calls
+$182K
Net Calls Change
+$182K

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.65M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.85M
3
SA
Shilanski & Associates
Alaska
+$2.85M
4
Bank of America
Bank of America
North Carolina
+$1.92M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.69M
2
AS
Altshuler Shaham
Israel
-$2.89M
3
AWS
AJ Wealth Strategies
New York
-$1.56M
4
IWM
IHT Wealth Management
Illinois
-$666K
5
BAAM
Baker Avenue Asset Management
California
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
101
DFPG Investments
Utah
$153K +$149K +10,218 New
TSWM
102
Tyler-Stone Wealth Management
Ohio
$149K +$122K +8,379 +385%
BAAM
103
Baker Avenue Asset Management
California
$147K -$464K -31,740 -75%
PAG
104
Private Advisor Group
New Jersey
$147K +$236K +16,144 +30%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$143K -$210K -14,346 -59%
LFG
106
Larson Financial Group
Missouri
$138K -$4.48K -307 -3%
ASN
107
Advisory Services Network
Georgia
$126K +$130K +8,928 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$126K +$58.4K +3,997 +81%
PA
109
Parallel Advisors
California
$99K – – –
LF
110
Lee Financial
Texas
$93.9K – – –
LC
111
Lindbrook Capital
California
$79.9K – – –
Citadel Advisors
112
Citadel Advisors
Florida
$69.2K -$204K -13,979 -74%
HNB
113
Huntington National Bank
Ohio
$60.7K – – –
MCC
114
Money Concepts Capital
Florida
$60K +$61.9K +4,238 New
BC
115
Barrett & Company
Rhode Island
$53.8K – – –
CS
116
Credit Suisse
Switzerland
$53.8K – – –
WB
117
Webster Bank
Connecticut
$49K – – –
VanEck Associates
118
VanEck Associates
New York
$48K +$41.2K +2,822 +482%
CSPIA
119
Cary Street Partners Investment Advisory
Virginia
$34.6K +$35.7K +2,445 New
SWM
120
Sanctuary Wealth Management
Idaho
$20.6K +$21.2K +1,454 New
HIM
121
Hillsdale Investment Management
Ontario, Canada
$19.8K -$5.84K -400 -22%
MIM
122
Macroview Investment Management
Maryland
$19K +$497 +34 +3%
PTC
123
Private Trust Company
Ohio
$16K -$3.75K -257 -19%
CA
124
CoreCap Advisors
Michigan
$14.2K +$14.6K +1,000 New
CIAS
125
Capital Investment Advisory Services
North Carolina
$13.3K – – –
2 3 4
5
6

BIZD Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2022, worth a combined $181M — up 12% from $161M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BIZD positions and 16 closed out — a net gain of 9 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.65M. The largest seller was Morgan Stanley, cutting an estimated $4.69M.

  • 133 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $181M of VanEck BDC Income ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 25 funds opened new VanEck BDC Income ETF positions in Q4 2022 and 16 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2022 was Raymond James & Associates, an estimated $4.65M added.
  • The largest VanEck BDC Income ETF seller in Q4 2022 was Morgan Stanley, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2022.