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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
CFD
201
Creative Financial Designs
Indiana
$10.8K +$8.25K +500 +333%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$10.2K -$5.67K -344 -36%
PP
203
PFS Partners
New Jersey
$9.8K
KTC
204
Kentucky Trust Company
Kentucky
$8.31K +$8.25K +500 New
WWA
205
Wingate Wealth Advisors
Massachusetts
$7.98K +$7.92K +480 New
CTA
206
Colonial Trust Advisors
South Carolina
$7.9K
NFSG
207
Newbridge Financial Services Group
Florida
$7.57K +$396 +24 +6%
B
208
Birchbrook
Maine
$7.52K -$4.35K -264 -37%
BAM
209
Byrne Asset Management
New Jersey
$6.65K
RA
210
Ransom Advisory
Rhode Island
$6.65K
Group One Trading
211
Group One Trading
Illinois
$6.65K +$6.6K +400 New
GJIA
212
Glass Jacobson Investment Advisors
Maryland
$6.62K +$6.56K +398 New
US Bancorp
213
US Bancorp
Minnesota
$6.47K
Fidelity Investments
214
Fidelity Investments
Massachusetts
$6.27K -$1.53K -93 -20%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$4.16K -$263K -15,958 -98%
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$4.16K +$4.12K +250 New
CPG
217
Cornerstone Planning Group
New Jersey
$3.98K +$99 +6 +3%
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$3.43K +$1.39K +84 +69%
WP
219
WealthShield Partners
North Carolina
$2.31K +$132 +8 +6%
T
220
Transce3nd
Texas
$2.16K +$2.14K +130 New
CAS
221
Coppell Advisory Solutions
Texas
$1.66K
PSFG
222
Park Square Financial Group
Georgia
$1.56K +$1.55K +94 New
NB
223
NBT Bank
New York
$982 +$49 +3 +5%
CNBTD
224
Citizens National Bank Trust Department
Mississippi
$832
CAM
225
Creekmur Asset Management
Illinois
$85 -$33 -2 -29%

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.