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VanEck BDC Income ETF

218 hedge funds and large institutions have $529M invested in VanEck BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

15% more call options, than puts

Call options by funds: $724K | Put options by funds: $632K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 36.46%35.68% (-0.78%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 223218 (-5)

20% less capital invested

Capital invested by funds: $665M → $529M (-$136M)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
93
Reduced
54
Closed
30
Calls
$724K
Puts
$632K
Net Calls
+$92K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
201
Group One Trading
Illinois
$6.7K
GJIA
202
Glass Jacobson Investment Advisors
Maryland
$6.62K
US Bancorp
203
US Bancorp
Minnesota
$6.52K
Fidelity Investments
204
Fidelity Investments
Massachusetts
$6.32K
MCM
205
MAI Capital Management
Ohio
$5.76K -$15.4K -900 -72%
WP
206
WealthShield Partners
North Carolina
$4.65K +$2.37K +139 +100%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$4.19K
CPG
208
Cornerstone Planning Group
New Jersey
$3.61K +$120 +7 +3%
ACA
209
Aptus Capital Advisors
Alabama
$3.35K +$3.42K +200 New
CCM
210
Coldstream Capital Management
Washington
$2.78K +$2.83K +166 New
WA
211
Whipplewood Advisors
Colorado
$2.21K +$13K +764 New
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$1.89K -$1.59K -93 -45%
NB
213
NBT Bank
New York
$989
CNBTD
214
Citizens National Bank Trust Department
Mississippi
$838
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$721 -$9.7K -568 -93%
PSFG
216
Park Square Financial Group
Georgia
$285 -$1.31K -77 -82%
WOC
217
West Oak Capital
California
$243
CAM
218
Creekmur Asset Management
Illinois
$74 -$17 -1 -20%
Millennium Management
219
Millennium Management
New York
-$3.43M -206,533 Closed
DA
220
Denali Advisors
California
-$2.61M -157,066 Closed
PAS
221
Park Avenue Securities
New York
-$2.08M -125,349 Closed
AI
222
AXS Investments
New York
-$1.51M -90,945 Closed
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
-$1.46M -88,010 Closed
CFGS
224
Concourse Financial Group Securities
Alabama
-$1.5M -87,184 Closed
SF
225
Symphony Financial
Texas
-$847K -49,240 Closed

BIZD Hedge Fund Activity: Q1 2025 in Review

218 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2025, worth a combined $529M — down 20% from $665M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BIZD and 29 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 93 added.

The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was Wells Fargo, cutting an estimated $6.18M.

  • 218 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2025, down from 223 in Q4 2024.
  • Funds reported $529M of VanEck BDC Income ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest VanEck BDC Income ETF buyer in Q1 2025 was Bank of America, an estimated $12.5M added.
  • The largest VanEck BDC Income ETF seller in Q1 2025 was Wells Fargo, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2025.