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VanEck BDC Income ETF
BIZD

Overview Fund Activity

177 hedge funds and large institutions have $398M invested in VanEck BDC Income ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
69
Reduced
45
Closed
14
Calls
$373K
Puts
$625K
Net Calls
-$252K
Net Calls Change
-$177K

Top Buyers

1
Millennium Management
Millennium Management
New York
$14.5M
2
EF
Empowered Funds
Pennsylvania
$7.78M
3
LPL Financial
LPL Financial
California
$41.1M
4
PCP
Proficio Capital Partners
Massachusetts
$4.55M
5
GAA
Global Assets Advisory
Florida
$4.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.95M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$259K
5
HH
Hilltop Holdings
Texas
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFWM
126
Bright Futures Wealth Management
New York
$242K +$242K +14,145 New
SFPG
127
Stonebridge Financial Planning Group
Florida
$236K +$61K +3,610 +35%
LFG
128
Larson Financial Group
Missouri
$236K +$18.2K +1,075 +8%
HCP
129
Hexagon Capital Partners
Arkansas
$230K – – –
NG
130
Norden Group
Utah
$227K -$20.9K -1,239 -8%
BFA
131
Beacon Financial Advisory
Ohio
$214K +$16.5K +974 +8%
VBFP
132
Valtinson Bruner Financial Planning
Minnesota
$212K – – –
JWCA
133
J.W. Cole Advisors
Florida
$211K +$211K +12,472 New
IAG
134
Investmark Advisory Group
Connecticut
$188K -$44.3K -2,620 -19%
MA
135
MKT Advisors
California
$182K – – –
GCP
136
Gill Capital Partners
Colorado
$180K -$21.6K -1,300 -11%
CP
137
Castleview Partners
Texas
$180K +$55.8K +3,304 +45%
HWM
138
Howard Wealth Management
Connecticut
$171K +$171K +10,139 New
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$159K -$15.5K -916 -9%
LIA
140
Luken Investment Analytics
Tennessee
$152K – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$129K +$128K +7,589 +10,396%
SIS
142
Sound Income Strategies
Florida
$128K -$5.73K -339 -4%
FFA
143
Farther Finance Advisors
California
$122K +$4.21K +259 +4%
MWM
144
MGB Wealth Management
Texas
$122K +$7.61K +450 +7%
CAM
145
Creekmur Asset Management
Illinois
$103K -$54.3K -3,215 -34%
LC
146
Lindbrook Capital
California
$95.5K – – –
HNB
147
Huntington National Bank
Ohio
$72.5K -$68.8K – –
VanEck Associates
148
VanEck Associates
New York
$68K – – –
BC
149
Barrett & Company
Rhode Island
$59.2K – – –
CA
150
CoreCap Advisors
Michigan
$59.2K +$59.2K +3,500 New
4 5
6
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