We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF
BIZD

162 hedge funds and large institutions have $366M invested in VanEck BDC Income ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

27% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 44

26% more capital invested

Capital invested by funds: $290M → $366M (+$76.4M)

6.16% more ownership

Funds ownership: 38.23% → 44.38% (+6.2%)

6% more funds holding

Funds holding: 153 → 162 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

18% less call options, than puts

Call options by funds: $342K | Put options by funds: $417K

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
56
Reduced
44
Closed
24
Calls
$342K
Puts
$417K
Net Calls
-$75K
Net Calls Change
-$102K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$64.2M
2
NA
NewEdge Advisors
Louisiana
+$3.69M
3
SPIA
Steward Partners Investment Advisory
New York
+$3.55M
4
HH
Hilltop Holdings
Texas
+$3.03M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
LAS
Lloyd Advisory Services
Georgia
-$6.3M
2
GI
Gradient Investments
Minnesota
-$4.16M
3
CAM
Cresset Asset Management
Illinois
-$2.49M
4
Millennium Management
Millennium Management
New York
-$2.15M
5
IAIM
International Assets Investment Management
Florida
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$12K – – –
B
152
Birchbrook
Maine
$10.6K +$10.3K +659 New
PP
153
PFS Partners
New Jersey
$9.45K – – –
IA
154
IFP Advisors
Florida
$9.03K – – –
CTA
155
Colonial Trust Advisors
South Carolina
$7.62K – – –
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.86K – – –
BAM
157
Byrne Asset Management
New Jersey
$6.46K – – –
AP
158
Aspect Partners
Virginia
$6.44K +$6.29K +402 New
AA
159
AlphaMark Advisors
Kentucky
$3K +$3.13K +200 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$1.17K +$1.14K +73 New
AWM
161
Able Wealth Management
New Jersey
$997 +$970 +62 New
NB
162
NBT Bank
New York
$825 +$797 +51 New
CNBTD
163
Citizens National Bank Trust Department
Mississippi
$802 – – –
CAM
164
Cresset Asset Management
Illinois
– -$2.49M -155,123 Closed
Millennium Management
165
Millennium Management
New York
– -$2.15M -134,393 Closed
LAS
166
Lloyd Advisory Services
Georgia
– -$6.3M -128,331 Closed
BFA
167
Beaumont Financial Advisors
Massachusetts
– -$439K -27,372 Closed
PWG
168
Portside Wealth Group
Utah
– -$408K -25,425 Closed
GC
169
Grimes & Company
Massachusetts
– -$321K -20,054 Closed
BPA
170
Beacon Pointe Advisors
California
– -$278K -17,363 Closed
OC
171
Oppenheimer & Co
New York
– -$209K -13,028 Closed
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
– -$193K -12,040 Closed
KA
173
Kovack Advisors
Florida
– -$170K -10,612 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
– -$168K -10,472 Closed
CF
175
Cantor Fitzgerald
New York
– -$162K -10,137 Closed
4 5 6
7
8

BIZD Hedge Fund Activity: Q4 2023 in Review

162 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2023, worth a combined $366M — up 26% from $290M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIZD positions and 24 closed out — a net gain of 10 holders — while 56 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $64.2M. The largest seller was Lloyd Advisory Services, exiting entirely with an estimated $6.3M sold.

  • 162 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2023, up from 153 in Q3 2023.
  • Funds reported $366M of VanEck BDC Income ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 34 funds opened new VanEck BDC Income ETF positions in Q4 2023 and 24 closed out, a net change of +10 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $64.2M added.
  • The largest VanEck BDC Income ETF seller in Q4 2023 was Lloyd Advisory Services, an estimated $6.3M sold.

Based on aggregated 13F filings for Q4 2023.