VanEck BDC Income ETF
BIZD
11 hedge funds and large institutions have $5.41M invested in VanEck BDC Income ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
3% less capital invested
Capital invested by funds: $5.57M → $5.41M (-$159K)
5.67% less ownership
Funds ownership: 34.91% → 29.24% (-5.7%)
Top Buyers
Top Sellers
| 1 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$849K |
| 2 |
Jane Street
New York
|
-$442K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NEIRG
1
New England Investment & Retirement Group
North Andover,
Massachusetts
| $1.76M | -$849K | -41,981 | -33% |
|
|
SI
2
Stephens Inc
Little Rock,
Arkansas
| $1.72M | +$580K | +28,650 | +52% |
|
|
MFP
3
Mosaic Financial Partners
San Francisco,
California
| $696K | +$60.5K | +2,990 | +10% |
|
|
VFS
4
VSR Financial Services
Overland Park,
Kansas
| $425K | +$418K | +20,680 | New |
|
|
FMWA
5
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $411K | +$405K | +20,000 | New |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $246K | – | – | – |
|
7
Ameriprise
Minneapolis,
Minnesota
| $67K | +$49.6K | +2,451 | +306% |
|
|
BWFA
8
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $41K | – | – | – |
|
|
GI
9
Gradient Investments
Arden Hills,
Minnesota
| $16K | +$15.4K | +761 | New |
|
|
U
10
UBS
Zurich,
Switzerland
| $14K | +$14.1K | +699 | New |
|
|
MFS
11
MSI Financial Services
Springfield,
Massachusetts
| $2K | – | – | – |
|
|
12
Jane Street
New York
| – | -$442K | -22,177 | Closed |
|
|
RJA
13
Raymond James & Associates
St Petersburg,
Florida
| – | -$214K | -10,715 | Closed |
|
BIZD Hedge Fund Activity: Q3 2013 in Review
11 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2013, worth a combined $5.41M — down 2.9% from $5.57M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BIZD positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Stephens Inc, adding an estimated $580K. The largest seller was New England Investment & Retirement Group, cutting an estimated $849K.
- 11 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2013, up from 10 in Q2 2013.
- Funds reported $5.41M of VanEck BDC Income ETF stock for Q3 2013, down 2.9% quarter-over-quarter.
- 4 funds opened new VanEck BDC Income ETF positions in Q3 2013 and 2 closed out, a net change of +2 holders.
- The largest VanEck BDC Income ETF buyer in Q3 2013 was Stephens Inc, an estimated $580K added.
- The largest VanEck BDC Income ETF seller in Q3 2013 was New England Investment & Retirement Group, an estimated $849K sold.
Based on aggregated 13F filings for Q3 2013.