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VanEck BDC Income ETF
BIZD

Overview Fund Activity

161 hedge funds and large institutions have $361M invested in VanEck BDC Income ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% 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
55
Reduced
44
Closed
24
Calls
$342K
Puts
$417K
Net Calls
-$75K
Net Calls Change
-$102K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
NA
2
NewEdge Advisors
Louisiana
$4.16M
3
SPIA
3
Steward Partners Investment Advisory
New York
$3.64M
4
HH
4
Hilltop Holdings
Texas
$11.3M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$1.94M

Top Sellers

1
LAS
1
Lloyd Advisory Services
Georgia
$0
2
NG
2
Norden Group
Utah
$759K
3
GI
3
Gradient Investments
Minnesota
$4.22M
4
CAM
4
Cresset Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
151
Birchbrook
Maine
$10.6K +$10.6K +659 New
PP
152
PFS Partners
New Jersey
$9.45K – – –
IA
153
IFP Advisors
Florida
$9.03K – – –
CTA
154
Colonial Trust Advisors
South Carolina
$7.62K – – –
BCMLT
155
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.86K – – –
BAM
156
Byrne Asset Management
New Jersey
$6.46K – – –
AP
157
Aspect Partners
Virginia
$6.44K +$6.44K +402 New
AA
158
AlphaMark Advisors
Kentucky
$3K +$3K +200 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$1.17K +$1.17K +73 New
AWM
160
Able Wealth Management
New Jersey
$997 +$997 +62 New
NB
161
NBT Bank
New York
$825 +$825 +51 New
CNBTD
162
Citizens National Bank Trust Department
Mississippi
$802 – – –
CAM
163
Cresset Asset Management
Illinois
– -$2.49M -155,123 Closed
Millennium Management
164
Millennium Management
New York
– -$2.15M -134,393 Closed
LAS
165
Lloyd Advisory Services
Georgia
– -$6.3M -128,331 Closed
BFA
166
Beaumont Financial Advisors
Massachusetts
– -$439K -27,372 Closed
PWG
167
Portside Wealth Group
Utah
– -$408K -25,425 Closed
GC
168
Grimes & Company
Massachusetts
– -$321K -20,054 Closed
BPA
169
Beacon Pointe Advisors
California
– -$278K -17,363 Closed
OC
170
Oppenheimer & Co
New York
– -$209K -13,028 Closed
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
– -$193K -12,040 Closed
KA
172
Kovack Advisors
Florida
– -$170K -10,612 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
– -$168K -10,472 Closed
CF
174
Cantor Fitzgerald
New York
– -$162K -10,137 Closed
PA
175
Parallel Advisors
California
– -$112K -7,000 Closed
4 5 6
7
8