VanEck BDC Income ETF
BIZD
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.
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: 180 → 196 (+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: 3 → 1 (-2)
98% less call options, than puts
Call options by funds: $19K | Put options by funds: $900K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.37M |
| 2 |
Millennium Management
New York
|
+$6.48M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.33M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$4.13M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$7.78M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.17M |
| 3 |
AA
AlphaQ Advisors
Winter Park,
Florida
|
-$4.97M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$4.55M |
| 5 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$4.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIIMS
201
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| – | -$2.53M | -149,485 | Closed |
|
|
PI
202
PFG Investments
Woodbury,
New York
| – | -$1.74M | -103,034 | Closed |
|
|
GAA
203
Global Assets Advisory
Orlando,
Florida
| – | -$4.13M | -67,073 | Closed |
|
|
HIC
204
Hartline Investment Corp
Winnetka,
Illinois
| – | -$706K | -41,769 | Closed |
|
205
Walleye Capital
New York
| – | -$653K | -38,660 | Closed |
|
206
SG Americas Securities
New York
| – | -$525K | -31,052 | Closed |
|
207
Northern Trust
Chicago,
Illinois
| – | -$401K | -23,752 | Closed |
|
|
SFP
208
Sandbox Financial Partners
Bethesda,
Maryland
| – | -$260K | -15,383 | Closed |
|
|
NG
209
Norden Group
Provo,
Utah
| – | -$227K | -13,454 | Closed |
|
210
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$20.3K | -1,200 | Closed |
|
|
BEI
211
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$17K | -1,000 | Closed |
|
212
BNP Paribas Financial Markets
Paris,
France
| – | -$5.42K | -321 | Closed |
|
213
Citadel Advisors
Miami,
Florida
| – | -$151 | -9 | Closed |
|
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.