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VanEck BDC Income ETF

250 hedge funds and large institutions have $735M invested in VanEck BDC Income ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $673M → $735M (+$62.8M)

9% more funds holding

Funds holding: 230250 (+20)

3.42% more ownership

Funds ownership: 42.54%45.96% (+3.4%)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

54% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $8.17M

Holders
250
Holders Change
+20
Holders Change %
+8.7%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
56
Increased
86
Reduced
79
Closed
32
Calls
$3.74M
Puts
$8.17M
Net Calls
-$4.43M
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$303K -$4.5K -314 -1%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$295K -$455K -31,718 -60%
HWM
153
HB Wealth Management
Georgia
$293K +$5.49K +383 +2%
IA
154
IAM Advisory
Pennsylvania
$269K +$11.6K +812 +4%
SF
155
Summit Financial
New Jersey
$265K -$17.3K -1,209 -6%
MPWS
156
McCarter Private Wealth Services
Massachusetts
$263K
SOS
157
Silver Oak Securities
Tennessee
$263K +$10.3K +721 +4%
OPWM
158
Oregon Pacific Wealth Management
Oregon
$260K -$13.5K -939 -5%
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$252K +$255K +17,794 New
AR
160
Apeiron RIA
Texas
$250K +$7.57K +528 +3%
CFP
161
Cascade Financial Partners
California
$249K +$6.45K +450 +3%
Brown Advisory
162
Brown Advisory
Maryland
$235K -$210K -14,638 -47%
TI
163
Trexquant Investment
Connecticut
$234K +$39.9K +2,787 +20%
VBFP
164
Valtinson Bruner Financial Planning
Minnesota
$210K +$2.42K +169 +1%
FH
165
FWG Holdings
Florida
$209K +$214K +14,932 New
TCM
166
Triumph Capital Management
Colorado
$204K -$245K -17,090 -54%
LSA
167
L & S Advisors
California
$202K +$204K +14,224 New
Jane Street
168
Jane Street
New York
$198K -$899K -62,753 -82%
FHA
169
Flagship Harbor Advisors
Massachusetts
$191K -$38.4K -2,677 -17%
HCP
170
Hexagon Capital Partners
Arkansas
$190K -$3.2K -223 -2%
AF
171
Allworth Financial
California
$189K
GWM
172
GK Wealth Management
Nevada
$186K +$188K +13,135 New
US Bancorp
173
US Bancorp
Minnesota
$185K +$187K +13,067 New
TWM
174
Tortuga Wealth Management
California
$184K +$186K +12,976 New
ASN
175
Advisory Services Network
Georgia
$182K -$2.75K -192 -1%