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VanEck BDC Income ETF
BIZD

Overview Fund Activity

161 hedge funds and large institutions have $361M invested in VanEck BDC Income ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
55
Reduced
44
Closed
24
Calls
$342K
Puts
$417K
Net Calls
-$75K
Net Calls Change
-$102K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
NA
2
NewEdge Advisors
Louisiana
$4.16M
3
SPIA
3
Steward Partners Investment Advisory
New York
$3.64M
4
HH
4
Hilltop Holdings
Texas
$11.3M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$1.94M

Top Sellers

1
LAS
1
Lloyd Advisory Services
Georgia
$0
2
NG
2
Norden Group
Utah
$759K
3
GI
3
Gradient Investments
Minnesota
$4.22M
4
CAM
4
Cresset Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
126
Sound Income Strategies
Florida
$127K -$13K -808 -9%
CP
127
Castleview Partners
Texas
$118K +$118K +7,326 New
FFA
128
Farther Finance Advisors
California
$116K +$116K +7,255 New
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$113K – – –
MWM
130
MGB Wealth Management
Texas
$108K +$108K +6,750 New
LC
131
Lindbrook Capital
California
$90.6K – – –
HNB
132
Huntington National Bank
Ohio
$68.8K -$68.8K – –
VanEck Associates
133
VanEck Associates
New York
$64K – – –
BC
134
Barrett & Company
Rhode Island
$56.1K – – –
WB
135
Webster Bank
Connecticut
$55.4K – – –
LF
136
Lee Financial
Texas
$48.3K – – –
SS
137
Sunbelt Securities
Texas
$48.1K – – –
CIA
138
Cape Investment Advisory
Georgia
$38.1K +$6.06K +378 +19%
CIAS
139
Capital Investment Advisory Services
North Carolina
$33.2K +$8.08K +504 +32%
WOC
140
West Oak Capital
California
$24K – – –
SWM
141
Sanctuary Wealth Management
Idaho
$23.3K – – –
MIM
142
Macroview Investment Management
Maryland
$22.3K -$962 -60 -4%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$20.9K -$433 -27 -2%
PTC
144
Private Trust Company
Ohio
$17.6K – – –
PFBT
145
Parkside Financial Bank & Trust
Missouri
$16.5K – – –
TC
146
Truvestments Capital
Florida
$16K +$16K +1,000 New
SL
147
Salomon & Ludwin
Virginia
$14.7K – – –
ASN
148
Advisory Services Network
Georgia
$13.2K -$165K -10,287 -93%
PS
149
Principal Securities
Iowa
$12.8K +$12.8K +800 New
TWM
150
Tradition Wealth Management
Minnesota
$12K – – –
4 5
6
7 8