We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF

223 hedge funds and large institutions have $665M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

122% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 41

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more capital invested

Capital invested by funds: $432M → $665M (+$233M)

19% more funds holding

Funds holding: 188223 (+35)

0.16% more ownership

Funds ownership: 36.3%36.46% (+0.16%)

34% less call options, than puts

Call options by funds: $326K | Put options by funds: $491K

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
91
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$238K -$13.4K -815 -5%
VWA
152
Visionary Wealth Advisors
Illinois
$227K +$225K +13,644 New
HCP
153
Hexagon Capital Partners
Arkansas
$226K
SBIA
154
Sheaff Brock Investment Advisors
Indiana
$221K
NAM
155
NTV Asset Management
West Virginia
$216K -$143K -8,650 -40%
Goldman Sachs
156
Goldman Sachs
New York
$215K -$375K -22,728 -64%
IAA
157
Independent Advisor Alliance
North Carolina
$210K +$208K +12,630 New
IWC
158
Integrated Wealth Concepts
Massachusetts
$208K +$207K +12,533 New
VBFP
159
Valtinson Bruner Financial Planning
Minnesota
$208K
IA
160
Insight Advisors
Pennsylvania
$203K +$202K +12,241 New
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$202K +$200K +12,156 New
SAM
162
Silvercrest Asset Management
New York
$199K
MA
163
MKT Advisors
California
$189K
GCP
164
Gill Capital Partners
Colorado
$180K
NG
165
Norden Group
Utah
$177K +$49 +3 +0%
LIA
166
Luken Investment Analytics
Tennessee
$151K
BBHC
167
Brown Brothers Harriman & Co
New York
$148K +$146K +8,871 New
MWM
168
MGB Wealth Management
Texas
$125K +$12.3K +743 +11%
SIS
169
Sound Income Strategies
Florida
$109K -$28.5K -1,726 -21%
IA
170
IFP Advisors
Florida
$104K -$6.11M -370,659 -98%
CWM
171
Centricity Wealth Management
Ohio
$102K +$101K +6,115 New
HNB
172
Huntington National Bank
Ohio
$90.8K
AG
173
AmeriFlex Group
Nevada
$84.7K +$79.7K +4,835 New
ACM
174
Anfield Capital Management
California
$83.4K
MFS
175
Mattson Financial Services
Michigan
$65.4K +$20.6K +1,246 +46%

BIZD Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2024, worth a combined $665M — up 54% from $432M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BIZD positions and 16 closed out — a net gain of 37 holders — while 91 added to existing stakes and 41 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.

  • 223 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2024, up from 188 in Q3 2024.
  • Funds reported $665M of VanEck BDC Income ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 53 funds opened new VanEck BDC Income ETF positions in Q4 2024 and 16 closed out, a net change of +37 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2024 was Wells Fargo, an estimated $10.3M added.
  • The largest VanEck BDC Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2024.