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VanEck BDC Income ETF
BIZD

196 hedge funds and large institutions have $446M invested in VanEck BDC Income ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 39

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $406M → $446M (+$39.9M)

9% more funds holding

Funds holding: 180 → 196 (+16)

1.13% less ownership

Funds ownership: 39.26% → 38.13% (-1.1%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

98% less call options, than puts

Call options by funds: $19K | Put options by funds: $900K

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
35
Increased
90
Reduced
39
Closed
16
Calls
$19K
Puts
$900K
Net Calls
-$881K
Net Calls Change
-$629K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$7.37M
2
Millennium Management
Millennium Management
New York
+$6.48M
3
Bank of America
Bank of America
North Carolina
+$5.33M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$4.13M
5
FIA
Foundations Investment Advisors
Arizona
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$7.78M
2
LPL Financial
LPL Financial
California
-$5.17M
3
AA
AlphaQ Advisors
Florida
-$4.97M
4
PCP
Proficio Capital Partners
Massachusetts
-$4.55M
5
GAA
Global Assets Advisory
Florida
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
126
HB Wealth Management
Georgia
$279K +$3.28K +195 +1%
WIA
127
World Investment Advisors
California
$271K +$19.6K +1,163 +8%
IA
128
IAM Advisory
Pennsylvania
$268K +$264K +15,665 New
CF
129
Centaurus Financial
California
$262K -$15.7K -930 -6%
LFG
130
Larson Financial Group
Missouri
$250K +$11.3K +674 +5%
Truist Financial
131
Truist Financial
North Carolina
$248K +$244K +14,510 New
IWM
132
IHT Wealth Management
Illinois
$237K -$18K -1,070 -7%
OC
133
Oppenheimer & Co
New York
$236K -$56.4K -3,349 -20%
SIM
134
Seaview Investment Managers
Florida
$236K +$232K +13,794 New
HCP
135
Hexagon Capital Partners
Arkansas
$233K – – –
SBIA
136
Sheaff Brock Investment Advisors
Indiana
$228K +$224K +13,300 New
BFWM
137
Bright Futures Wealth Management
New York
$227K – – –
PS
138
Principal Securities
Iowa
$221K +$208K +12,344 +2,057%
Goldman Sachs
139
Goldman Sachs
New York
$221K -$460K -27,320 -68%
ONB
140
Old National Bancorp
Indiana
$218K +$214K +12,734 New
VBFP
141
Valtinson Bruner Financial Planning
Minnesota
$214K – – –
JP Morgan Chase
142
JP Morgan Chase
New York
$210K +$48.8K +2,897 +31%
JFG
143
Jefferies Financial Group
New York
$194K +$190K +11,310 New
IAG
144
Investmark Advisory Group
Connecticut
$191K -$17 -1 -0%
MA
145
MKT Advisors
California
$187K – – –
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$186K +$186K +11,040 New
GCP
147
Gill Capital Partners
Colorado
$185K – – –
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$172K +$40.3K +2,396 +31%
MG
149
Marex Group
$171K +$168K +10,000 New
LIA
150
Luken Investment Analytics
Tennessee
$154K – – –
4 5
6
7 8

BIZD Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2024, worth a combined $446M — up 9.8% from $406M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BIZD positions and 16 closed out — a net gain of 19 holders — while 90 added to existing stakes and 39 trimmed.

The largest buyer was UBS Group, adding an estimated $7.37M. The largest seller was Empowered Funds, exiting entirely with an estimated $7.78M sold.

  • 196 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2024, up from 180 in Q1 2024.
  • Funds reported $446M of VanEck BDC Income ETF stock for Q2 2024, up 9.8% quarter-over-quarter.
  • 35 funds opened new VanEck BDC Income ETF positions in Q2 2024 and 16 closed out, a net change of +19 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2024 was UBS Group, an estimated $7.37M added.
  • The largest VanEck BDC Income ETF seller in Q2 2024 was Empowered Funds, an estimated $7.78M sold.

Based on aggregated 13F filings for Q2 2024.