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VanEck BDC Income ETF

153 hedge funds and large institutions have $290M invested in VanEck BDC Income ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 36

19% more capital invested

Capital invested by funds: $244M → $290M (+$46.1M)

6% more funds holding

Funds holding: 145153 (+8)

9% more call options, than puts

Call options by funds: $338K | Put options by funds: $311K

0.49% more ownership

Funds ownership: 37.73%38.23% (+0.49%)

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
20
Increased
60
Reduced
36
Closed
11
Calls
$338K
Puts
$311K
Net Calls
+$27K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$201K +$25.3K +1,619 +15%
VBFP
102
Valtinson Bruner Financial Planning
Minnesota
$201K
LFG
103
Larson Financial Group
Missouri
$197K +$26.4K +1,687 +16%
RFA
104
Register Financial Advisors
Georgia
$195K +$190K +12,150 New
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$193K
IAG
106
Investmark Advisory Group
Connecticut
$179K
HCP
107
Hexagon Capital Partners
Arkansas
$178K
ASN
108
Advisory Services Network
Georgia
$178K +$15.8K +1,010 +10%
BFA
109
Beacon Financial Advisory
Ohio
$174K +$5.95K +380 +4%
KA
110
Kovack Advisors
Florida
$170K +$3.19K +204 +2%
MA
111
MKT Advisors
California
$170K
LCWP
112
Legacy Capital Wealth Partners
Arkansas
$170K +$166K +10,576 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$168K -$299K -19,107 -65%
CF
114
Cantor Fitzgerald
New York
$162K
GL
115
Graypoint LLC
New York
$160K +$156K +10,000 New
LIA
116
Luken Investment Analytics
Tennessee
$145K -$64.9K -4,146 -31%
SIS
117
Sound Income Strategies
Florida
$140K -$7.36K -470 -5%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$113K +$110K +7,019 New
PA
119
Parallel Advisors
California
$112K
LC
120
Lindbrook Capital
California
$90.6K
BI
121
Bramshill Investments
Florida
$71.5K +$69.8K +4,462 New
HNB
122
Huntington National Bank
Ohio
$68.8K
VanEck Associates
123
VanEck Associates
New York
$64K
BC
124
Barrett & Company
Rhode Island
$56.1K -$4.7K -300 -8%
WB
125
Webster Bank
Connecticut
$55.4K

BIZD Hedge Fund Activity: Q3 2023 in Review

153 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2023, worth a combined $290M — up 19% from $244M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BIZD positions and 11 closed out — a net gain of 9 holders — while 60 added to existing stakes and 36 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $8.02M. The largest seller was Stifel Financial, cutting an estimated $8.81M.

  • 153 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2023, up from 145 in Q2 2023.
  • Funds reported $290M of VanEck BDC Income ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 20 funds opened new VanEck BDC Income ETF positions in Q3 2023 and 11 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q3 2023 was Hilltop Holdings, an estimated $8.02M added.
  • The largest VanEck BDC Income ETF seller in Q3 2023 was Stifel Financial, an estimated $8.81M sold.

Based on aggregated 13F filings for Q3 2023.