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VanEck BDC Income ETF
BIZD

Overview Fund Activity

192 hedge funds and large institutions have $437M invested in VanEck BDC Income ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
89
Reduced
38
Closed
16
Calls
$19K
Puts
$900K
Net Calls
-$881K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$15.1M
2
Millennium Management
2
Millennium Management
New York
$21.2M
3
Bank of America
3
Bank of America
North Carolina
$38.6M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$4.19M
5
FIA
5
Foundations Investment Advisors
Arizona
$4M

Top Sellers

1
GA
1
GFS Advisors
Texas
$1.33M
2
EF
2
Empowered Funds
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$36.3M
4
AA
4
AlphaQ Advisors
Florida
$0
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
101
Trexquant Investment
Connecticut
$469K +$469K +27,428 New
CIBC World Market
102
CIBC World Market
Ontario, Canada
$450K +$450K +26,286 New
JIR
103
James Investment Research
Ohio
$431K – – –
AWA
104
Arete Wealth Advisors
Illinois
$426K -$68.5K -4,000 -14%
GRP
105
Global Retirement Partners
California
$411K +$45.1K +2,633 +12%
AR
106
Apeiron RIA
Texas
$407K -$20.1K -1,173 -5%
EWM
107
Endowment Wealth Management
Wisconsin
$401K -$9.43K -551 -2%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$381K – – –
NAM
109
NTV Asset Management
West Virginia
$370K +$59K +3,450 +19%
GL
110
Graypoint LLC
New York
$357K -$257 -15 -0.1%
CA
111
CoreCap Advisors
Michigan
$353K +$293K +17,106 +489%
SW
112
Simplicity Wealth
New Jersey
$346K -$7.7K -450 -2%
BFG
113
Bleakley Financial Group
New Jersey
$346K -$7.7K -450 -2%
SC
114
Sykon Capital
New York
$338K +$50.6K +2,958 +18%
Prudential Financial
115
Prudential Financial
New Jersey
$334K +$334K +19,513 New
MAM
116
Milestone Asset Management
Pennsylvania
$331K +$19.6K +1,144 +6%
TSWM
117
Tyler-Stone Wealth Management
Ohio
$305K – – –
CFP
118
Cascade Financial Partners
California
$302K – – –
BFA
119
Beacon Financial Advisory
Ohio
$300K +$83.8K +4,895 +39%
RFA
120
Register Financial Advisors
Georgia
$289K +$38.5K +2,250 +15%
HWM
121
Howard Wealth Management
Connecticut
$289K +$115K +6,737 +66%
AIM
122
Anchor Investment Management
South Carolina
$285K +$222 +13 +0.1%
CP
123
Castleview Partners
Texas
$281K +$99.4K +5,811 +55%
HWM
124
HB Wealth Management
Georgia
$279K +$3.34K +195 +1%
WIA
125
World Investment Advisors
California
$271K +$19.9K +1,163 +8%
3 4
5
6 7