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VanEck BDC Income ETF
BIZD

Overview Fund Activity

192 hedge funds and large institutions have $437M invested in VanEck BDC Income ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
89
Reduced
38
Closed
16
Calls
$19K
Puts
$900K
Net Calls
-$881K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$15.1M
2
Millennium Management
Millennium Management
New York
$21.2M
3
Bank of America
Bank of America
North Carolina
$38.6M
4
CCMG
Clark Capital Management Group
Pennsylvania
$4.19M
5
FIA
Foundations Investment Advisors
Arizona
$4M

Top Sellers

1
GA
GFS Advisors
Texas
$1.33M
2
EF
Empowered Funds
Pennsylvania
$0
3
LPL Financial
LPL Financial
California
$36.3M
4
AA
AlphaQ Advisors
Florida
$0
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
151
Financial Network Wealth Advisors
Utah
$102K +$102K +5,954 New
LC
152
Lindbrook Capital
California
$96.7K – – –
HNB
153
Huntington National Bank
Ohio
$73.4K -$72.5K – –
VanEck Associates
154
VanEck Associates
New York
$68K – – –
ACM
155
Anfield Capital Management
California
$63.5K -$1.38M -80,449 -96%
CPG
156
Cornerstone Planning Group
New Jersey
$62.3K +$62.3K +4,020 New
WB
157
Webster Bank
Connecticut
$59.1K – – –
SS
158
Sunbelt Securities
Texas
$51.3K – – –
MFS
159
Mattson Financial Services
Michigan
$46.3K +$46.3K +2,704 New
BC
160
Barrett & Company
Rhode Island
$38.5K -$21.4K -1,250 -36%
CIAS
161
Capital Investment Advisory Services
North Carolina
$35.4K – – –
CIA
162
Cape Investment Advisory
Georgia
$34.2K – – –
SWM
163
Sanctuary Wealth Management
Idaho
$24.9K – – –
WOC
164
West Oak Capital
California
$24.8K – – –
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$23K +$11.3K +646 +96%
CA
166
Continuum Advisory
Idaho
$21.5K – – –
MIM
167
Macroview Investment Management
Maryland
$21K +$479 +28 +2%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$20.5K +$20.5K +1,200 New
PTC
169
Private Trust Company
Ohio
$18.8K – – –
SL
170
Salomon & Ludwin
Virginia
$15.7K – – –
Fidelity Investments
171
Fidelity Investments
Massachusetts
$15.1K -$23.3K -1,359 -61%
TWP
172
Triad Wealth Partners
Kansas
$13.3K +$13.3K +779 New
B
173
Birchbrook
Maine
$11.9K +$325 +19 +3%
CAM
174
Creekmur Asset Management
Illinois
$10.6K -$94K -5,491 -90%
US Bancorp
175
US Bancorp
Minnesota
$10.1K +$10.1K +591 New
5 6
7
8 9