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VanEck BDC Income ETF
BIZD

Overview Fund Activity

192 hedge funds and large institutions have $437M invested in VanEck BDC Income ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
89
Reduced
38
Closed
16
Calls
$19K
Puts
$900K
Net Calls
-$881K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$15.1M
2
Millennium Management
Millennium Management
New York
$21.2M
3
Bank of America
Bank of America
North Carolina
$38.6M
4
CCMG
Clark Capital Management Group
Pennsylvania
$4.19M
5
FIA
Foundations Investment Advisors
Arizona
$4M

Top Sellers

1
GA
GFS Advisors
Texas
$1.33M
2
EF
Empowered Funds
Pennsylvania
$0
3
LPL Financial
LPL Financial
California
$36.3M
4
AA
AlphaQ Advisors
Florida
$0
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IAM Advisory
Pennsylvania
$268K +$268K +15,665 New
CF
127
Centaurus Financial
California
$262K -$15.9K -930 -6%
LFG
128
Larson Financial Group
Missouri
$250K +$11.5K +674 +5%
Truist Financial
129
Truist Financial
North Carolina
$248K +$248K +14,510 New
IWM
130
IHT Wealth Management
Illinois
$237K -$18.3K -1,070 -7%
OC
131
Oppenheimer & Co
New York
$236K -$57.3K -3,349 -20%
SIM
132
Seaview Investment Managers
Florida
$236K +$236K +13,794 New
HCP
133
Hexagon Capital Partners
Arkansas
$233K – – –
SBIA
134
Sheaff Brock Investment Advisors
Indiana
$228K +$228K +13,300 New
BFWM
135
Bright Futures Wealth Management
New York
$227K – – –
PS
136
Principal Securities
Iowa
$221K +$211K +12,344 +2,057%
Goldman Sachs
137
Goldman Sachs
New York
$221K -$467K -27,320 -68%
ONB
138
Old National Bancorp
Indiana
$218K +$218K +12,734 New
VBFP
139
Valtinson Bruner Financial Planning
Minnesota
$214K – – –
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$210K +$49.6K +2,897 +31%
JFG
141
Jefferies Financial Group
New York
$194K +$194K +11,310 New
IAG
142
Investmark Advisory Group
Connecticut
$191K -$17 -1 -0%
MA
143
MKT Advisors
California
$187K – – –
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$186K +$186K +11,040 New
GCP
145
Gill Capital Partners
Colorado
$185K – – –
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$172K +$41K +2,396 +31%
LIA
147
Luken Investment Analytics
Tennessee
$154K – – –
FFA
148
Farther Finance Advisors
California
$128K +$2.78K +167 +2%
MWM
149
MGB Wealth Management
Texas
$127K +$5.09K +300 +4%
SIS
150
Sound Income Strategies
Florida
$125K -$4.84K -283 -4%
4 5
6
7 8