We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF
BIZD

180 hedge funds and large institutions have $406M invested in VanEck BDC Income ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

11% more funds holding

Funds holding: 162 → 180 (+18)

11% more capital invested

Capital invested by funds: $366M → $406M (+$40M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5.12% less ownership

Funds ownership: 44.38% → 39.26% (-5.1%)

40% less call options, than puts

Call options by funds: $373K | Put options by funds: $625K

Holders
180
Holders Change
+18
Holders Change %
+11.11%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
70
Reduced
45
Closed
14
Calls
$373K
Puts
$625K
Net Calls
-$252K
Net Calls Change
-$177K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$14M
2
EF
Empowered Funds
Pennsylvania
+$7.52M
3
LPL Financial
LPL Financial
California
+$4.6M
4
PCP
Proficio Capital Partners
Massachusetts
+$4.56M
5
Wells Fargo
Wells Fargo
California
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8.84M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$1.94M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.74M
5
HH
Hilltop Holdings
Texas
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
126
World Investment Advisors
California
$248K +$40.6K +2,485 +20%
RFA
127
Register Financial Advisors
Georgia
$247K +$14.7K +900 +7%
BFWM
128
Bright Futures Wealth Management
New York
$242K +$231K +14,145 New
SFPG
129
Stonebridge Financial Planning Group
Florida
$236K +$59K +3,610 +35%
LFG
130
Larson Financial Group
Missouri
$236K +$17.6K +1,075 +8%
HCP
131
Hexagon Capital Partners
Arkansas
$230K – – –
NG
132
Norden Group
Utah
$227K -$20.2K -1,239 -8%
BFA
133
Beacon Financial Advisory
Ohio
$214K +$15.9K +974 +8%
VBFP
134
Valtinson Bruner Financial Planning
Minnesota
$212K – – –
JWCA
135
J.W. Cole Advisors
Florida
$211K +$204K +12,472 New
IAG
136
Investmark Advisory Group
Connecticut
$188K -$42.8K -2,620 -19%
MA
137
MKT Advisors
California
$182K – – –
GCP
138
Gill Capital Partners
Colorado
$180K -$21.2K -1,300 -11%
CP
139
Castleview Partners
Texas
$180K +$54K +3,304 +45%
HWM
140
Howard Wealth Management
Connecticut
$171K +$166K +10,139 New
JP Morgan Chase
141
JP Morgan Chase
New York
$159K -$15K -916 -9%
LIA
142
Luken Investment Analytics
Tennessee
$152K – – –
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$129K +$124K +7,589 +10,396%
SIS
144
Sound Income Strategies
Florida
$128K -$5.54K -339 -4%
FFA
145
Farther Finance Advisors
California
$122K +$4.23K +259 +4%
MWM
146
MGB Wealth Management
Texas
$122K +$7.35K +450 +7%
CAM
147
Creekmur Asset Management
Illinois
$103K -$52.5K -3,215 -34%
LC
148
Lindbrook Capital
California
$95.5K – – –
HNB
149
Huntington National Bank
Ohio
$72.5K – – –
VanEck Associates
150
VanEck Associates
New York
$68K – – –
4 5
6
7 8

BIZD Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2024, worth a combined $406M — up 11% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIZD positions and 14 closed out — a net gain of 20 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $32M.

  • 180 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $406M of VanEck BDC Income ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 34 funds opened new VanEck BDC Income ETF positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2024 was Millennium Management, an estimated $14M added.
  • The largest VanEck BDC Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2024.