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VanEck BDC Income ETF

250 hedge funds and large institutions have $735M invested in VanEck BDC Income ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $673M → $735M (+$62.8M)

9% more funds holding

Funds holding: 230250 (+20)

3.42% more ownership

Funds ownership: 42.54%45.96% (+3.4%)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

54% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $8.17M

Holders
250
Holders Change
+20
Holders Change %
+8.7%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
56
Increased
86
Reduced
79
Closed
32
Calls
$3.74M
Puts
$8.17M
Net Calls
-$4.43M
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Endowment Wealth Management
Wisconsin
$486K +$43.1K +3,011 +10%
SW
127
SlateStone Wealth
Florida
$465K -$45.9K -3,200 -9%
CG
128
CFO4Life Group
Texas
$462K -$130K -9,102 -22%
VWA
129
Visionary Wealth Advisors
Illinois
$453K -$118K -8,250 -21%
FPB
130
First PREMIER Bank
South Dakota
$451K -$8.14K -568 -2%
SWM
131
SHP Wealth Management
Massachusetts
$450K +$455K +31,745 New
STA
132
Shade Tree Advisors
New York
$448K +$453K +31,607 New
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$443K -$150K -10,448 -25%
GC
134
Grimes & Company
Massachusetts
$432K +$437K +30,475 New
PS
135
Principal Securities
Iowa
$426K +$217K +15,166 +102%
GFG
136
Genesis Financial Group
New Jersey
$415K +$420K +29,274 New
SA
137
Sanctuary Advisors
Indiana
$412K +$417K +29,087 New
MFA
138
Morling Financial Advisors
California
$407K +$411K +28,700 New
DA
139
Denali Advisors
California
$399K +$404K +28,158 New
SF
140
Symphony Financial
Texas
$377K -$27.6K -1,928 -7%
TYCC
141
Texas Yale Capital Corp
Florida
$371K -$14.3K -1,000 -4%
SGWM
142
Sterling Group Wealth Management
California
$370K +$17.9K +1,247 +5%
BFA
143
Beacon Financial Advisory
Ohio
$356K -$1.49K -104 -0.4%
DADC
144
D.A. Davidson & Co
Montana
$353K +$11.6K +806 +3%
CAM
145
Cidel Asset Management
Ontario, Canada
$346K +$350K +24,400 New
EAM
146
Everstar Asset Management
North Carolina
$345K +$4.89K +341 +1%
MMA
147
Miracle Mile Advisors
California
$335K +$339K +23,630 New
DWM
148
DKM Wealth Management
California
$318K
BFG
149
Bleakley Financial Group
New Jersey
$312K -$27.1K -1,890 -8%
Corient Private Wealth
150
Corient Private Wealth
Florida
$311K -$42.9K -2,996 -12%