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VanEck BDC Income ETF

235 hedge funds and large institutions have $694M invested in VanEck BDC Income ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

2.42% more ownership

Funds ownership: 45.96%48.39% (+2.4%)

6% less capital invested

Capital invested by funds: $735M → $694M (-$41.2M)

6% less funds holding

Funds holding: 250235 (-15)

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

40% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $42.3M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
235
Holders Change
-15
Holders Change %
-6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
32
Increased
89
Reduced
76
Closed
42
Calls
$25.4M
Puts
$42.3M
Net Calls
-$16.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
176
United Advisor Group
Ohio
$131K +$138K +10,250 New
P
177
&Partners
Tennessee
$130K
AIM
178
Anchor Investment Management
South Carolina
$130K -$17.5K -1,300 -11%
SL
179
Sentinus LLC
Illinois
$129K +$135K +10,061 New
SMA
180
Sage Mountain Advisors
Georgia
$117K
TCM
181
Triumph Capital Management
Colorado
$113K -$74.9K -5,562 -39%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$83.2K
PTC
183
Private Trust Company
Ohio
$83.2K +$1.25K +93 +1%
HCM
184
Hollencrest Capital Management
California
$75.3K
RFA
185
Register Financial Advisors
Georgia
$75.1K -$3.78K -281 -5%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$66.4K -$4.88M -362,764 -99%
EWA
187
EverSource Wealth Advisors
Alabama
$64K +$23.6K +1,750 +54%
AAP
188
Arax Advisory Partners
Colorado
$56.8K
AWM
189
AE Wealth Management
Kansas
$56K -$1.8K -134 -3%
EWM
190
EPG Wealth Management
Georgia
$51.2K +$53.9K +4,000 New
SWM
191
SHP Wealth Management
Massachusetts
$47.5K -$378K -28,035 -88%
FNWA
192
Financial Network Wealth Advisors
Utah
$45.7K -$9.01K -669 -16%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.7K
CA
194
CoreCap Advisors
Michigan
$44.3K +$1.83K +136 +4%
WB
195
Webster Bank
Connecticut
$44.2K
AF
196
Advisornet Financial
Minnesota
$42.9K -$64.5K -4,788 -59%
OCM
197
Osbon Capital Management
Massachusetts
$42.3K +$27.9K +2,071 +167%
GWM
198
Geneos Wealth Management
Colorado
$41.7K +$1.78K +132 +4%
BF
199
BOK Financial
Oklahoma
$41K
GCP
200
Gill Capital Partners
Colorado
$38.8K +$40.8K +3,030 New

BIZD Hedge Fund Activity: Q1 2026 in Review

235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2026, worth a combined $694M — down 5.6% from $735M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BIZD and 32 opened new positions — a net loss of 10 holders — while 76 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $24.2M. The largest seller was Bard Associates, cutting an estimated $9.76M.

  • 235 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2026, down from 250 in Q4 2025.
  • Funds reported $694M of VanEck BDC Income ETF stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 32 funds opened new VanEck BDC Income ETF positions in Q1 2026 and 42 closed out, a net change of -10 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2026 was Bank of America, an estimated $24.2M added.
  • The largest VanEck BDC Income ETF seller in Q1 2026 was Bard Associates, an estimated $9.76M sold.

Based on aggregated 13F filings for Q1 2026.