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VanEck BDC Income ETF

218 hedge funds and large institutions have $529M invested in VanEck BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

15% more call options, than puts

Call options by funds: $724K | Put options by funds: $632K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 36.46%35.68% (-0.78%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 223218 (-5)

20% less capital invested

Capital invested by funds: $665M → $529M (-$136M)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
93
Reduced
54
Closed
30
Calls
$724K
Puts
$632K
Net Calls
+$92K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wambolt & Associates
Colorado
$549K -$27.2K -1,591 -5%
JP Morgan Chase
102
JP Morgan Chase
New York
$532K -$1.2M -70,386 -69%
Brown Advisory
103
Brown Advisory
Maryland
$523K
VWA
104
Visionary Wealth Advisors
Illinois
$506K +$282K +16,524 +121%
Comerica Bank
105
Comerica Bank
Texas
$502K -$114K -6,667 -18%
BCA
106
Bay Colony Advisors
Massachusetts
$502K -$221K -12,956 -30%
ACM
107
Andina Capital Management
Utah
$496K +$1.59K +93 +0.3%
MAM
108
Milestone Asset Management
Pennsylvania
$491K +$57.9K +3,388 +13%
MWM
109
Maridea Wealth Management
New York
$481K +$2.9K +170 +0.6%
WIA
110
World Investment Advisors
California
$481K +$27.1K +1,585 +6%
SI
111
Stephens Inc
Arkansas
$477K +$34.2K +2,000 +8%
HI
112
Harbour Investments
Wisconsin
$474K -$311K -18,191 -39%
TCM
113
Triumph Capital Management
Colorado
$473K +$46.9K +2,748 +11%
TYCC
114
Texas Yale Capital Corp
Florida
$467K
IA
115
IAM Advisory
Pennsylvania
$454K +$26.3K +1,538 +6%
CSP
116
Cary Street Partners
Virginia
$453K -$20.3K -1,190 -4%
USCWA
117
U.S. Capital Wealth Advisors
Texas
$451K +$460K +26,925 New
IWM
118
IHT Wealth Management
Illinois
$428K +$69.3K +4,059 +19%
HWM
119
HB Wealth Management
Georgia
$419K
HF
120
HRT Financial
New York
$412K +$421K +24,631 New
IA
121
Insight Advisors
Pennsylvania
$410K +$209K +12,241 +100%
SGWM
122
Sterling Group Wealth Management
California
$403K
Truist Financial
123
Truist Financial
North Carolina
$400K +$9.39K +550 +2%
BFG
124
Bleakley Financial Group
New Jersey
$390K +$39.3K +2,303 +11%
EWM
125
Endowment Wealth Management
Wisconsin
$381K -$5.48K -321 -1%

BIZD Hedge Fund Activity: Q1 2025 in Review

218 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2025, worth a combined $529M — down 20% from $665M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BIZD and 29 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 93 added.

The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was Wells Fargo, cutting an estimated $6.18M.

  • 218 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2025, down from 223 in Q4 2024.
  • Funds reported $529M of VanEck BDC Income ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest VanEck BDC Income ETF buyer in Q1 2025 was Bank of America, an estimated $12.5M added.
  • The largest VanEck BDC Income ETF seller in Q1 2025 was Wells Fargo, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2025.