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VanEck BDC Income ETF

153 hedge funds and large institutions have $290M invested in VanEck BDC Income ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 36

19% more capital invested

Capital invested by funds: $244M → $290M (+$46.1M)

6% more funds holding

Funds holding: 145153 (+8)

9% more call options, than puts

Call options by funds: $338K | Put options by funds: $311K

0.49% more ownership

Funds ownership: 37.73%38.23% (+0.49%)

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.43%
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
60
Reduced
36
Closed
11
Calls
$338K
Puts
$311K
Net Calls
+$27K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
LF
126
Lee Financial
Texas
$48.3K -$46.9K -3,000 -50%
SS
127
Sunbelt Securities
Texas
$48.1K
GRP
128
Global Retirement Partners
California
$42.5K +$35.8K +2,286 +416%
BAAM
129
Baker Avenue Asset Management
California
$39.3K -$22K -1,404 -36%
CIA
130
Cape Investment Advisory
Georgia
$32.1K
CIAS
131
Capital Investment Advisory Services
North Carolina
$25.1K -$3.76K -240 -13%
SWM
132
Sanctuary Wealth Management
Idaho
$23.3K
MIM
133
Macroview Investment Management
Maryland
$23.2K +$532 +34 +2%
WOC
134
West Oak Capital
California
$23K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$21.4K +$219 +14 +1%
Simplex Trading
136
Simplex Trading
Illinois
$20K +$19K +1,211 +2,633%
PTC
137
Private Trust Company
Ohio
$17.6K
PFBT
138
Parkside Financial Bank & Trust
Missouri
$16.5K +$266 +17 +2%
SL
139
Salomon & Ludwin
Virginia
$14.7K +$14.3K +917 New
TWM
140
Tradition Wealth Management
Minnesota
$12K
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$11.9K
CG
142
Cutler Group
California
$11K -$11.3K -720 -51%
RW
143
RVW Wealth
California
$10.8K +$10.6K +675 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$10K
PP
145
PFS Partners
New Jersey
$9.44K
IA
146
IFP Advisors
Florida
$9.03K
CTA
147
Colonial Trust Advisors
South Carolina
$7.61K
PCM
148
Penserra Capital Management
California
$7K +$7.29K +466 New
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.57K
SCA
150
Stonebridge Capital Advisors
Minnesota
$6.41K

BIZD Hedge Fund Activity: Q3 2023 in Review

153 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2023, worth a combined $290M — up 19% from $244M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BIZD positions and 11 closed out — a net gain of 9 holders — while 60 added to existing stakes and 36 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $8.02M. The largest seller was Stifel Financial, cutting an estimated $8.81M.

  • 153 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2023, up from 145 in Q2 2023.
  • Funds reported $290M of VanEck BDC Income ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 20 funds opened new VanEck BDC Income ETF positions in Q3 2023 and 11 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q3 2023 was Hilltop Holdings, an estimated $8.02M added.
  • The largest VanEck BDC Income ETF seller in Q3 2023 was Stifel Financial, an estimated $8.81M sold.

Based on aggregated 13F filings for Q3 2023.