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VanEck BDC Income ETF
BIZD

118 hedge funds and large institutions have $273M invested in VanEck BDC Income ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,219% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $231K

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

45% more capital invested

Capital invested by funds: $188M → $273M (+$84.9M)

5.44% more ownership

Funds ownership: 35.07% → 40.51% (+5.4%)

4% less funds holding

Funds holding: 123 → 118 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
28
Closed
20
Calls
$3.05M
Puts
$231K
Net Calls
+$2.82M
Net Calls Change
+$6.56M

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$45.7M
2
Morgan Stanley
Morgan Stanley
New York
+$16M
3
Bank of America
Bank of America
North Carolina
+$5.82M
4
AS
Altshuler Shaham
Israel
+$3.75M
5
LPL Financial
LPL Financial
California
+$2.83M

Top Sellers

Rank Fund Capital Flow
1
IAN
Integrated Advisors Network
Texas
-$4.95M
2
AIIMS
Analyst IMS Investment Management Services
Israel
-$2.89M
3
CWM
Centric Wealth Management
Illinois
-$2.69M
4
Stifel Financial
Stifel Financial
Missouri
-$2.44M
5
OMC
Old Mission Capital
Illinois
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KM
126
Kalos Management
Georgia
– -$430K -24,337 Closed
SSWG
127
Seven Springs Wealth Group
Tennessee
– -$382K -22,176 Closed
MC
128
Moors & Cabot
Massachusetts
– -$344K -20,000 Closed
IAA
129
Independent Advisor Alliance
North Carolina
– -$309K -17,947 Closed
CCM
130
Crabel Capital Management
California
– -$218K -12,661 Closed
BFEC
131
Benjamin F. Edwards & Company
Missouri
– -$165K -9,600 Closed
IAG
132
Investmark Advisory Group
Connecticut
– -$154K -8,987 Closed
CA
133
CoreCap Advisors
Michigan
– -$34K -1,957 Closed
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
– -$26.7K -1,552 Closed
AP
135
Advisors Preferred
Maryland
– -$24K -1,387 Closed
Simplex Trading
136
Simplex Trading
Illinois
– -$20K -1,181 Closed
William Blair & Company
137
William Blair & Company
Illinois
– -$7K -422 Closed
PA
138
Parallel Advisors
California
– -$7K -394 Closed
BWA
139
BDO Wealth Advisors
Florida
– -$1K -74 Closed
2 3 4 5
6

BIZD Hedge Fund Activity: Q1 2022 in Review

118 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2022, worth a combined $273M — up 45% from $188M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BIZD and 18 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 52 added.

The largest buyer was Gradient Investments, adding an estimated $45.7M. The largest seller was Integrated Advisors Network, exiting entirely with an estimated $4.95M sold.

  • 118 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2022, down from 123 in Q4 2021.
  • Funds reported $273M of VanEck BDC Income ETF stock for Q1 2022, up 45% quarter-over-quarter.
  • 18 funds opened new VanEck BDC Income ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2022 was Gradient Investments, an estimated $45.7M added.
  • The largest VanEck BDC Income ETF seller in Q1 2022 was Integrated Advisors Network, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2022.