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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
WB
176
Webster Bank
Connecticut
$57.5K
SMAM
177
Sugar Maple Asset Management
Wisconsin
$57.3K +$56.9K +3,448 New
Simplex Trading
178
Simplex Trading
Illinois
$55K -$49.7K -3,016 -47%
CA
179
CoreCap Advisors
Michigan
$53.6K +$11.9K +722 +29%
HCM
180
Hollencrest Capital Management
California
$50.4K +$50K +3,030 New
SS
181
Sunbelt Securities
Texas
$49.8K
BHWM
182
Beaird Harris Wealth Management
Texas
$46.7K +$46.3K +2,809 New
BC
183
Barrett & Company
Rhode Island
$37.4K
AA
184
AlphaMark Advisors
Kentucky
$36K +$25K +1,515 +230%
CIAS
185
Capital Investment Advisory Services
North Carolina
$34.4K
CIA
186
Cape Investment Advisory
Georgia
$33.3K
AWM
187
AE Wealth Management
Kansas
$32.5K +$32.2K +1,955 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$31K +$4.14K +251 +15%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$30.9K +$30.6K +1,857 New
CFB
190
Cullen/Frost Bankers
Texas
$29.7K +$29.5K +1,787 New
SWM
191
Sanctuary Wealth Management
Idaho
$24.2K
CA
192
Continuum Advisory
Idaho
$20.9K
MCM
193
MAI Capital Management
Ohio
$20.7K +$20.5K +1,244 New
PTC
194
Private Trust Company
Ohio
$18.3K
PFBT
195
Parkside Financial Bank & Trust
Missouri
$17.1K
FNWA
196
Financial Network Wealth Advisors
Utah
$15.8K -$87.8K -5,323 -85%
SL
197
Salomon & Ludwin
Virginia
$15.3K
APW
198
Aventura Private Wealth
Florida
$13.9K +$13.8K +835 New
AP
199
Aspect Partners
Virginia
$12K +$3.84K +233 +48%
VanEck Associates
200
VanEck Associates
New York
$11K +$3.05K +185 +41%

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.