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VanEck BDC Income ETF

223 hedge funds and large institutions have $665M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

122% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 41

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more capital invested

Capital invested by funds: $432M → $665M (+$233M)

19% more funds holding

Funds holding: 188223 (+35)

0.16% more ownership

Funds ownership: 36.3%36.46% (+0.16%)

34% less call options, than puts

Call options by funds: $326K | Put options by funds: $491K

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
91
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$579K +$520K +31,534 New
Cerity Partners
102
Cerity Partners
New York
$567K +$34.6K +2,100 +7%
FPB
103
First PREMIER Bank
South Dakota
$555K -$117K -7,085 -18%
AAM
104
Advisors Asset Management
Colorado
$520K +$516K +31,286 New
Brown Advisory
105
Brown Advisory
Maryland
$519K
NW
106
Naviter Wealth
Arkansas
$509K +$504K +30,584 New
ACM
107
Andina Capital Management
Utah
$491K -$114K -6,936 -19%
MWM
108
Maridea Wealth Management
New York
$474K +$470K +28,525 New
CSP
109
Cary Street Partners
Virginia
$469K +$465K +28,193 New
TYCC
110
Texas Yale Capital Corp
Florida
$463K
BRWA
111
B. Riley Wealth Advisors
Florida
$455K -$163K -9,909 -27%
WIA
112
World Investment Advisors
California
$450K +$146K +8,851 +49%
SI
113
Stephens Inc
Arkansas
$440K
NAS
114
NWF Advisory Services
California
$432K +$429K +25,984 New
MAM
115
Milestone Asset Management
Pennsylvania
$431K +$104K +6,301 +32%
JIR
116
James Investment Research
Ohio
$431K +$2.28K +138 +0.5%
IA
117
IAM Advisory
Pennsylvania
$425K +$422K +25,567 New
TCM
118
Triumph Capital Management
Colorado
$424K -$12.4K -751 -3%
HWM
119
HB Wealth Management
Georgia
$416K +$140K +8,480 +51%
SIM
120
Seaview Investment Managers
Florida
$412K +$233K +14,133 +133%
SGWM
121
Sterling Group Wealth Management
California
$400K
Truist Financial
122
Truist Financial
North Carolina
$388K +$66.2K +4,011 +21%
CWM
123
Congress Wealth Management
Massachusetts
$386K +$383K +23,205 New
EWM
124
Endowment Wealth Management
Wisconsin
$383K +$18K +1,090 +5%
BBL
125
Beck Bode LLC
Massachusetts
$381K -$127K -7,693 -25%

BIZD Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2024, worth a combined $665M — up 54% from $432M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BIZD positions and 16 closed out — a net gain of 37 holders — while 91 added to existing stakes and 41 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.

  • 223 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2024, up from 188 in Q3 2024.
  • Funds reported $665M of VanEck BDC Income ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 53 funds opened new VanEck BDC Income ETF positions in Q4 2024 and 16 closed out, a net change of +37 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2024 was Wells Fargo, an estimated $10.3M added.
  • The largest VanEck BDC Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2024.