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VanEck BDC Income ETF
BIZD

180 hedge funds and large institutions have $406M invested in VanEck BDC Income ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

11% more funds holding

Funds holding: 162 → 180 (+18)

11% more capital invested

Capital invested by funds: $366M → $406M (+$40M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5.12% less ownership

Funds ownership: 44.38% → 39.26% (-5.1%)

40% less call options, than puts

Call options by funds: $373K | Put options by funds: $625K

Holders
180
Holders Change
+18
Holders Change %
+11.11%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
70
Reduced
45
Closed
14
Calls
$373K
Puts
$625K
Net Calls
-$252K
Net Calls Change
-$177K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$14M
2
EF
Empowered Funds
Pennsylvania
+$7.52M
3
LPL Financial
LPL Financial
California
+$4.6M
4
PCP
Proficio Capital Partners
Massachusetts
+$4.56M
5
Wells Fargo
Wells Fargo
California
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8.84M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$1.94M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.74M
5
HH
Hilltop Holdings
Texas
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
AR
101
Apeiron RIA
Texas
$422K -$41.2K -2,522 -9%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$415K +$417K +25,549 New
EWM
103
Endowment Wealth Management
Wisconsin
$406K -$19.1K -1,171 -5%
Northern Trust
104
Northern Trust
Illinois
$401K +$388K +23,752 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$376K – – –
GRP
106
Global Retirement Partners
California
$361K +$51.1K +3,125 +17%
GL
107
Graypoint LLC
New York
$353K +$9.64K +590 +3%
BFG
108
Bleakley Financial Group
New Jersey
$349K +$26.4K +1,618 +8%
SW
109
Simplicity Wealth
New Jersey
$349K +$338K +20,674 New
CG
110
Cynosure Group
Utah
$344K +$16 +1 +0%
AP
111
Advisors Preferred
Maryland
$328K +$193K +11,822 +142%
AWA
112
Arkadios Wealth Advisors
Georgia
$309K +$36.8K +2,250 +14%
NAM
113
NTV Asset Management
West Virginia
$308K -$49K -3,000 -14%
MAM
114
Milestone Asset Management
Pennsylvania
$307K +$297K +18,181 New
TSWM
115
Tyler-Stone Wealth Management
Ohio
$301K – – –
OC
116
Oppenheimer & Co
New York
$290K +$280K +17,157 New
CFP
117
Cascade Financial Partners
California
$287K +$289K +17,676 New
SC
118
Sykon Capital
New York
$284K +$45.2K +2,767 +20%
AIM
119
Anchor Investment Management
South Carolina
$281K -$10K -613 -4%
CF
120
Centaurus Financial
California
$274K -$16K -979 -6%
HWM
121
HB Wealth Management
Georgia
$272K +$3.23K +198 +1%
SFP
122
Sandbox Financial Partners
Maryland
$260K +$251K +15,383 New
Two Sigma Investments
123
Two Sigma Investments
New York
$259K -$1.74M -106,500 -87%
IWM
124
IHT Wealth Management
Illinois
$252K – – –
Brown Advisory
125
Brown Advisory
Maryland
$249K +$241K +14,732 New
3 4
5
6 7

BIZD Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2024, worth a combined $406M — up 11% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIZD positions and 14 closed out — a net gain of 20 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $32M.

  • 180 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $406M of VanEck BDC Income ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 34 funds opened new VanEck BDC Income ETF positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2024 was Millennium Management, an estimated $14M added.
  • The largest VanEck BDC Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2024.