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VanEck BDC Income ETF

196 hedge funds and large institutions have $446M invested in VanEck BDC Income ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 39

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $406M → $446M (+$39.9M)

9% more funds holding

Funds holding: 180196 (+16)

1.13% less ownership

Funds ownership: 39.26%38.13% (-1.1%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

98% less call options, than puts

Call options by funds: $19K | Put options by funds: $900K

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
35
Increased
90
Reduced
39
Closed
16
Calls
$19K
Puts
$900K
Net Calls
-$881K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Farther Finance Advisors
California
$128K +$2.81K +167 +2%
MWM
152
MGB Wealth Management
Texas
$127K +$5.05K +300 +4%
SIS
153
Sound Income Strategies
Florida
$125K -$4.76K -283 -4%
FNWA
154
Financial Network Wealth Advisors
Utah
$102K +$100K +5,954 New
LC
155
Lindbrook Capital
California
$96.7K
HNB
156
Huntington National Bank
Ohio
$73.4K
VanEck Associates
157
VanEck Associates
New York
$68K
ACM
158
Anfield Capital Management
California
$63.5K -$1.35M -80,449 -96%
CPG
159
Cornerstone Planning Group
New Jersey
$62.3K +$67.7K +4,020 New
WB
160
Webster Bank
Connecticut
$59.1K
SS
161
Sunbelt Securities
Texas
$51.3K
MFS
162
Mattson Financial Services
Michigan
$46.3K +$45.5K +2,704 New
BC
163
Barrett & Company
Rhode Island
$38.5K -$21K -1,250 -36%
CIAS
164
Capital Investment Advisory Services
North Carolina
$35.4K
CIA
165
Cape Investment Advisory
Georgia
$34.2K
SWM
166
Sanctuary Wealth Management
Idaho
$24.9K
WOC
167
West Oak Capital
California
$24.8K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$23K +$10.9K +646 +96%
CA
169
Continuum Advisory
Idaho
$21.5K
MIM
170
Macroview Investment Management
Maryland
$21K +$471 +28 +2%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$20.5K +$20.2K +1,200 New
PTC
172
Private Trust Company
Ohio
$18.8K
SL
173
Salomon & Ludwin
Virginia
$15.7K
Fidelity Investments
174
Fidelity Investments
Massachusetts
$15.1K -$22.9K -1,359 -61%
TWP
175
Triad Wealth Partners
Kansas
$13.3K +$13.1K +779 New

BIZD Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2024, worth a combined $446M — up 9.8% from $406M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BIZD positions and 16 closed out — a net gain of 19 holders — while 90 added to existing stakes and 39 trimmed.

The largest buyer was UBS Group, adding an estimated $7.37M. The largest seller was Empowered Funds, exiting entirely with an estimated $7.78M sold.

  • 196 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2024, up from 180 in Q1 2024.
  • Funds reported $446M of VanEck BDC Income ETF stock for Q2 2024, up 9.8% quarter-over-quarter.
  • 35 funds opened new VanEck BDC Income ETF positions in Q2 2024 and 16 closed out, a net change of +19 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2024 was UBS Group, an estimated $7.37M added.
  • The largest VanEck BDC Income ETF seller in Q2 2024 was Empowered Funds, an estimated $7.78M sold.

Based on aggregated 13F filings for Q2 2024.