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VanEck BDC Income ETF

219 hedge funds and large institutions have $655M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 89 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+34
Holders Change %
+18.38%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
52
Increased
89
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Shares
Change %
FPB
101
First PREMIER Bank
South Dakota
$555K -$118K -7,085 -18%
AAM
102
Advisors Asset Management
Colorado
$520K +$520K +31,286 New
Brown Advisory
103
Brown Advisory
Maryland
$519K
NW
104
Naviter Wealth
Arkansas
$509K +$509K +30,584 New
ACM
105
Andina Capital Management
Utah
$491K -$115K -6,936 -19%
MWM
106
Maridea Wealth Management
New York
$474K +$474K +28,525 New
CSP
107
Cary Street Partners
Virginia
$469K +$469K +28,193 New
TYCC
108
Texas Yale Capital Corp
Florida
$463K
BRWA
109
B. Riley Wealth Advisors
Florida
$455K -$165K -9,909 -27%
WIA
110
World Investment Advisors
California
$450K +$147K +8,851 +49%
SI
111
Stephens Inc
Arkansas
$440K
NAS
112
NWF Advisory Services
California
$432K +$432K +25,984 New
MAM
113
Milestone Asset Management
Pennsylvania
$431K +$105K +6,301 +32%
JIR
114
James Investment Research
Ohio
$431K +$2.3K +138 +0.5%
IA
115
IAM Advisory
Pennsylvania
$425K +$425K +25,567 New
TCM
116
Triumph Capital Management
Colorado
$424K -$12.5K -751 -3%
HWM
117
HB Wealth Management
Georgia
$416K +$141K +8,480 +51%
SIM
118
Seaview Investment Managers
Florida
$412K +$235K +14,133 +133%
SGWM
119
Sterling Group Wealth Management
California
$400K
Truist Financial
120
Truist Financial
North Carolina
$388K +$66.7K +4,011 +21%
CWM
121
Congress Wealth Management
Massachusetts
$386K +$386K +23,205 New
EWM
122
Endowment Wealth Management
Wisconsin
$383K +$18.1K +1,090 +5%
BBL
123
Beck Bode LLC
Massachusetts
$381K -$128K -7,693 -25%
DWM
124
DKM Wealth Management
California
$373K +$373K +22,400 New
IWM
125
IHT Wealth Management
Illinois
$357K +$122K +7,323 +52%