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VanEck BDC Income ETF
BIZD

126 hedge funds and large institutions have $161M invested in VanEck BDC Income ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2% more funds holding

Funds holding: 124 → 126 (+2)

6.54% less ownership

Funds ownership: 41.57% → 35.03% (-6.5%)

30% less capital invested

Capital invested by funds: $230M → $161M (-$68.6M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
44
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.8M
2
Millennium Management
Millennium Management
New York
+$3.31M
3
CCM
Condor Capital Management
New Jersey
+$1.49M
4
ACM
Advisors Capital Management
New Jersey
+$1.45M
5
AAS
Avantax Advisory Services
Texas
+$761K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$43.5M
2
Morgan Stanley
Morgan Stanley
New York
-$16.9M
3
AWS
AJ Wealth Strategies
New York
-$1.88M
4
IWM
IHT Wealth Management
Illinois
-$1.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
126
GPS Wealth Strategies Group
Colorado
$1K – – –
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$55 +$54.4K +3,493 New
KWM
128
Kingsview Wealth Management
Oregon
– -$1M -66,430 Closed
WP
129
WealthSource Partners
California
– -$907K -60,085 Closed
ACM
130
Ascendant Capital Management
California
– -$831K -55,000 Closed
Jane Street
131
Jane Street
New York
– -$261K -17,316 Closed
SWM
132
Spire Wealth Management
Virginia
– -$163K -10,782 Closed
AIP
133
Ahrens Investment Partners
Louisiana
– -$62K -4,138 Closed
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
– -$39K -2,600 Closed
CA
135
CoreCap Advisors
Michigan
– -$30K -1,957 Closed
GWM
136
Geneos Wealth Management
Colorado
– -$22K -1,500 Closed
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
– -$21K -1,400 Closed
GRP
138
Global Retirement Partners
California
– -$5K -350 Closed
WA
139
WestEnd Advisors
North Carolina
– -$4.32K -286 Closed
TWA
140
TCI Wealth Advisors
Arizona
– -$1K -87 Closed
2 3 4 5
6

BIZD Hedge Fund Activity: Q3 2022 in Review

126 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2022, worth a combined $161M — down 30% from $230M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BIZD positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.8M. The largest seller was Gradient Investments, cutting an estimated $43.5M.

  • 126 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2022, up from 124 in Q2 2022.
  • Funds reported $161M of VanEck BDC Income ETF stock for Q3 2022, down 30% quarter-over-quarter.
  • 15 funds opened new VanEck BDC Income ETF positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest VanEck BDC Income ETF buyer in Q3 2022 was LPL Financial, an estimated $6.8M added.
  • The largest VanEck BDC Income ETF seller in Q3 2022 was Gradient Investments, an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2022.