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VanEck BDC Income ETF
BIZD

133 hedge funds and large institutions have $181M invested in VanEck BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $232K | Put options by funds: $50K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $161M → $181M (+$20M)

6% more funds holding

Funds holding: 126 → 133 (+7)

0.48% more ownership

Funds ownership: 35.03% → 35.51% (+0.48%)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
47
Reduced
38
Closed
16
Calls
$232K
Puts
$50K
Net Calls
+$182K
Net Calls Change
+$182K

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.65M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.85M
3
SA
Shilanski & Associates
Alaska
+$2.85M
4
Bank of America
Bank of America
North Carolina
+$1.92M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.69M
2
AS
Altshuler Shaham
Israel
-$2.89M
3
AWS
AJ Wealth Strategies
New York
-$1.56M
4
IWM
IHT Wealth Management
Illinois
-$666K
5
BAAM
Baker Avenue Asset Management
California
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$10K – – –
PP
127
PFS Partners
New Jersey
$8.34K – – –
CTA
128
Colonial Trust Advisors
South Carolina
$6.72K +$6.94K +475 New
BCMLT
129
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.06K – – –
BAM
130
Byrne Asset Management
New Jersey
$5.66K – – –
SCA
131
Stonebridge Capital Advisors
Minnesota
$5.66K – – –
Simplex Trading
132
Simplex Trading
Illinois
$5K +$5.75K +394 New
CNBTD
133
Citizens National Bank Trust Department
Mississippi
$1K – – –
NA
134
NewEdge Advisors
Louisiana
$275 -$3.08K -211 -1%
AS
135
Altshuler Shaham
Israel
– -$2.89M -214,000 Closed
CCA
136
Column Capital Advisors
Indiana
– -$429K -31,643 Closed
BDWCC
137
B&D White Capital Company
Texas
– -$390K -28,774 Closed
Lido Advisors
138
Lido Advisors
California
– -$304K -22,444 Closed
BAM
139
BTS Asset Management
Massachusetts
– -$318K -19,800 Closed
SIM
140
Seaview Investment Managers
Florida
– -$202K -14,868 Closed
Truist Financial
141
Truist Financial
North Carolina
– -$189K -13,918 Closed
FA
142
Flagstar Advisors
New York
– -$128K -9,467 Closed
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
– -$55 -3,493 Closed
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
– -$42K -3,071 Closed
OA
145
Operose Advisors
Wisconsin
– -$26K -1,885 Closed
WOC
146
West Oak Capital
California
– -$20K -1,450 Closed
OPW
147
Oxler Private Wealth
New York
– -$57.4K -600 Closed
AIP
148
Almanack Investment Partners
Pennsylvania
– -$2K -154 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
– -$2K -123 Closed
GWSG
150
GPS Wealth Strategies Group
Colorado
– -$1K -50 Closed
2 3 4 5
6

BIZD Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2022, worth a combined $181M — up 12% from $161M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BIZD positions and 16 closed out — a net gain of 9 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.65M. The largest seller was Morgan Stanley, cutting an estimated $4.69M.

  • 133 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $181M of VanEck BDC Income ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 25 funds opened new VanEck BDC Income ETF positions in Q4 2022 and 16 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2022 was Raymond James & Associates, an estimated $4.65M added.
  • The largest VanEck BDC Income ETF seller in Q4 2022 was Morgan Stanley, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2022.