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VanEck BDC Income ETF

236 hedge funds and large institutions have $581M invested in VanEck BDC Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

71% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 59

10% more capital invested

Capital invested by funds: $529M → $581M (+$51.7M)

8% more funds holding

Funds holding: 218236 (+18)

0.74% more ownership

Funds ownership: 35.68%36.41% (+0.74%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

64% less call options, than puts

Call options by funds: $435K | Put options by funds: $1.22M

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
38
Increased
101
Reduced
59
Closed
17
Calls
$435K
Puts
$1.22M
Net Calls
-$781K
Net Calls Change
-$873K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$407K +$43.6K +2,788 +12%
SGWM
127
Sterling Group Wealth Management
California
$394K +$2.97K +190 +0.8%
BCA
128
Bay Colony Advisors
Massachusetts
$391K -$89.5K -5,715 -19%
BFG
129
Bleakley Financial Group
New Jersey
$389K +$10.2K +654 +3%
LAM
130
L2 Asset Management
Massachusetts
$372K +$357K +22,831 New
IWC
131
Integrated Wealth Concepts
Massachusetts
$369K +$162K +10,319 +84%
DWM
132
DKM Wealth Management
California
$365K
CSP
133
Cary Street Partners
Virginia
$355K -$81.4K -5,200 -19%
SMF
134
Scott Marsh Financial
Utah
$347K +$333K +21,297 New
LSA
135
L & S Advisors
California
$339K +$326K +20,819 New
SMA
136
Sage Mountain Advisors
Georgia
$339K -$248K -15,846 -43%
HWM
137
HB Wealth Management
Georgia
$327K -$76.7K -4,899 -20%
EAM
138
Everstar Asset Management
North Carolina
$320K +$26.5K +1,693 +9%
RFA
139
Register Financial Advisors
Georgia
$318K +$344 +22 +0.1%
LFG
140
Larson Financial Group
Missouri
$317K +$37.5K +2,393 +14%
Corient Private Wealth
141
Corient Private Wealth
Florida
$315K +$131K +8,348 +76%
IC
142
IEQ Capital
California
$314K
AQR Capital Management
143
AQR Capital Management
Connecticut
$314K +$302K +19,267 New
Cerity Partners
144
Cerity Partners
New York
$312K -$262K -16,730 -47%
OPWM
145
Oregon Pacific Wealth Management
Oregon
$312K -$9.52K -608 -3%
BAAM
146
Baker Avenue Asset Management
California
$311K +$25K +1,600 +9%
SOS
147
Silver Oak Securities
Tennessee
$297K -$767 -49 -0.3%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$294K +$257K +16,408 +996%
AR
149
Apeiron RIA
Texas
$293K -$7.18K -459 -2%
CIA
150
Concurrent Investment Advisors
Florida
$281K +$21.9K +1,398 +9%

BIZD Hedge Fund Activity: Q2 2025 in Review

236 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2025, worth a combined $581M — up 9.8% from $529M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BIZD positions and 17 closed out — a net gain of 21 holders — while 101 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $31.9M. The largest seller was Nan Fung Trinity, exiting entirely with an estimated $7.96M sold.

  • 236 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2025, up from 218 in Q1 2025.
  • Funds reported $581M of VanEck BDC Income ETF stock for Q2 2025, up 9.8% quarter-over-quarter.
  • 38 funds opened new VanEck BDC Income ETF positions in Q2 2025 and 17 closed out, a net change of +21 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2025 was Bank of America, an estimated $31.9M added.
  • The largest VanEck BDC Income ETF seller in Q2 2025 was Nan Fung Trinity, an estimated $7.96M sold.

Based on aggregated 13F filings for Q2 2025.