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VanEck BDC Income ETF

152 hedge funds and large institutions have $286M invested in VanEck BDC Income ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+8
Holders Change %
+5.56%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
20
Increased
59
Reduced
36
Closed
11
Calls
$338K
Puts
$311K
Net Calls
+$27K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Shares
Change %
SS
126
Sunbelt Securities
Texas
$48.1K
GRP
127
Global Retirement Partners
California
$42.5K +$34.2K +2,286 +416%
BAAM
128
Baker Avenue Asset Management
California
$39.3K -$22.5K -1,404 -36%
CIA
129
Cape Investment Advisory
Georgia
$32.1K
CIAS
130
Capital Investment Advisory Services
North Carolina
$25.1K -$3.85K -240 -13%
SWM
131
Sanctuary Wealth Management
Idaho
$23.3K
MIM
132
Macroview Investment Management
Maryland
$23.2K +$545 +34 +2%
WOC
133
West Oak Capital
California
$23K
Fidelity Investments
134
Fidelity Investments
Massachusetts
$21.4K +$224 +14 +1%
Simplex Trading
135
Simplex Trading
Illinois
$20K +$19.3K +1,211 +2,633%
PTC
136
Private Trust Company
Ohio
$17.6K
PFBT
137
Parkside Financial Bank & Trust
Missouri
$16.5K +$273 +17 +2%
SL
138
Salomon & Ludwin
Virginia
$14.7K +$14.7K +917 New
TWM
139
Tradition Wealth Management
Minnesota
$12K
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$11.9K
CG
141
Cutler Group
California
$11K -$11.3K -720 -51%
RW
142
RVW Wealth
California
$10.8K +$10.8K +675 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$10K
PP
144
PFS Partners
New Jersey
$9.44K
IA
145
IFP Advisors
Florida
$9.03K
CTA
146
Colonial Trust Advisors
South Carolina
$7.61K
PCM
147
Penserra Capital Management
California
$7K +$7K +466 New
BCMLT
148
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.57K
SCA
149
Stonebridge Capital Advisors
Minnesota
$6.41K
BAM
150
Byrne Asset Management
New Jersey
$6K