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VanEck BDC Income ETF

218 hedge funds and large institutions have $529M invested in VanEck BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

15% more call options, than puts

Call options by funds: $724K | Put options by funds: $632K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 36.46%35.68% (-0.78%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 223218 (-5)

20% less capital invested

Capital invested by funds: $665M → $529M (-$136M)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
93
Reduced
54
Closed
30
Calls
$724K
Puts
$632K
Net Calls
+$92K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
DKM Wealth Management
California
$375K
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$374K +$381K +22,308 New
BFA
128
Beacon Financial Advisory
Ohio
$359K +$13.8K +811 +4%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$348K +$30.5K +1,786 +9%
OPWM
130
Oregon Pacific Wealth Management
Oregon
$331K +$10.8K +633 +3%
RFA
131
Register Financial Advisors
Georgia
$327K +$43K +2,520 +15%
IC
132
IEQ Capital
California
$323K +$329K +19,267 New
BBL
133
Beck Bode LLC
Massachusetts
$322K -$63.2K -3,699 -16%
AR
134
Apeiron RIA
Texas
$309K -$5.41K -317 -2%
SOS
135
Silver Oak Securities
Tennessee
$309K +$23.2K +1,356 +8%
EAM
136
Everstar Asset Management
North Carolina
$301K +$2.82K +165 +0.9%
BAAM
137
Baker Avenue Asset Management
California
$293K
JFG
138
Jefferies Financial Group
New York
$291K -$29.8K -1,746 -9%
CFP
139
Cascade Financial Partners
California
$287K -$5.98K -350 -2%
LFG
140
Larson Financial Group
Missouri
$286K +$14.6K +857 +5%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$272K +$11.5K +674 +4%
CIA
142
Concurrent Investment Advisors
Florida
$266K +$271K +15,857 New
AC
143
Attessa Capital
Arizona
$260K -$29.5K -1,725 -10%
CG
144
CFO4Life Group
Texas
$247K +$251K +14,712 New
Barclays
145
Barclays
United Kingdom
$245K +$249K +14,594 New
VBFP
146
Valtinson Bruner Financial Planning
Minnesota
$243K +$33.7K +1,975 +16%
OC
147
Oppenheimer & Co
New York
$240K -$47.4K -2,777 -16%
PS
148
Principal Securities
Iowa
$238K
CGH
149
Crossmark Global Holdings
Texas
$238K +$242K +14,176 New
CAGAS
150
Capital Advisory Group Advisory Services
Minnesota
$236K -$5.26K -308 -2%

BIZD Hedge Fund Activity: Q1 2025 in Review

218 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2025, worth a combined $529M — down 20% from $665M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BIZD and 29 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 93 added.

The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was Wells Fargo, cutting an estimated $6.18M.

  • 218 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2025, down from 223 in Q4 2024.
  • Funds reported $529M of VanEck BDC Income ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest VanEck BDC Income ETF buyer in Q1 2025 was Bank of America, an estimated $12.5M added.
  • The largest VanEck BDC Income ETF seller in Q1 2025 was Wells Fargo, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2025.