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VanEck BDC Income ETF
BIZD

Overview Fund Activity

144 hedge funds and large institutions have $242M invested in VanEck BDC Income ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+14
Holders Change %
+10.77%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
55
Reduced
34
Closed
9
Calls
$23K
Puts
$630K
Net Calls
-$607K
Net Calls Change
-$1.56M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$13.1M
2
Bank of America
2
Bank of America
North Carolina
$23.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.79M
4
CAM
4
Cresset Asset Management
Illinois
$2.46M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.04M

Top Sellers

1
AIIMS
1
Analyst IMS Investment Management Services
Israel
$0
2
CAN
2
Cetera Advisor Networks
California
$316K
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$883K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$606K
5
CF
5
Centaurus Financial
California
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
126
Macroview Investment Management
Maryland
$21.8K +$553 +36 +3%
CG
127
Cutler Group
California
$21K +$21K +1,420 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$20.2K -$15.5K -1,010 -43%
PTC
129
Private Trust Company
Ohio
$16.9K – – –
PFBT
130
Parkside Financial Bank & Trust
Missouri
$15.5K +$15.5K +1,010 New
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$11.4K – – –
TWM
132
Tradition Wealth Management
Minnesota
$11K – – –
PP
133
PFS Partners
New Jersey
$9.05K – – –
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
IA
135
IFP Advisors
Florida
$8.65K – – –
GRP
136
Global Retirement Partners
California
$8.45K – – –
CTA
137
Colonial Trust Advisors
South Carolina
$7.3K – – –
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.57K – – –
BWP
139
Baldwin Wealth Partners
Massachusetts
$6.45K +$6.45K +420 New
SCA
140
Stonebridge Capital Advisors
Minnesota
$6.14K – – –
BAM
141
Byrne Asset Management
New Jersey
$6K – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$4.24K +$4.24K +276 New
AIA
143
Armor Investment Advisors
North Carolina
$2.3K +$2.3K +150 New
CNBTD
144
Citizens National Bank Trust Department
Mississippi
$768 – – –
AIIMS
145
Analyst IMS Investment Management Services
Israel
– -$2.4M -162,845 Closed
PWM
146
Prosperity Wealth Management
California
– -$381K -25,720 Closed
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
– -$211K -14,261 Closed
BAM
148
Belpointe Asset Management
Nevada
– -$195K -13,122 Closed
HF
149
HRT Financial
New York
– -$161K -10,889 Closed
DI
150
DFPG Investments
Utah
– -$153K -10,343 Closed
3 4 5
6
7