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VanEck BDC Income ETF
BIZD

16 hedge funds and large institutions have $12.2M invested in VanEck BDC Income ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

125% more capital invested

Capital invested by funds: $5.41M → $12.2M (+$6.77M)

45% more funds holding

Funds holding: 11 → 16 (+5)

1.35% more ownership

Funds ownership: 29.24% → 30.59% (+1.4%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$592K
2
BTS
BB&T Securities
Virginia
+$493K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$465K
4
GI
Gradient Investments
Minnesota
+$403K
5
LPL Financial
LPL Financial
California
+$212K

Top Sellers

1
SI
Stephens Inc
Arkansas
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$4.97M +$493K +23,692 New
NEIRG
2
New England Investment & Retirement Group
Massachusetts
$1.89M +$89.2K +4,289 +5%
SI
3
Stephens Inc
Arkansas
$1.2M -$555K -26,675 -32%
MFP
4
Mosaic Financial Partners
California
$892K +$179K +8,624 +25%
Jane Street
5
Jane Street
New York
$597K +$592K +28,453 New
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$583K +$162K +7,800 +39%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$469K +$465K +22,352 New
VFS
8
VSR Financial Services
Kansas
$449K +$15.2K +729 +4%
GI
9
Gradient Investments
Minnesota
$422K +$403K +19,355 +2,543%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$265K +$13.9K +669 +6%
LPL Financial
11
LPL Financial
California
$214K +$212K +10,192 New
Ameriprise
12
Ameriprise
Minnesota
$77K +$8.59K +413 +13%
U
13
UBS
Switzerland
$55K +$40.1K +1,926 +276%
Morgan Stanley
14
Morgan Stanley
New York
$45K +$44.7K +2,150 New
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$42K – – –
MFS
16
MSI Financial Services
Massachusetts
$2K – – –

BIZD Hedge Fund Activity: Q4 2013 in Review

16 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2013, worth a combined $12.2M — up 125% from $5.41M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BIZD positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $592K. The largest seller was Stephens Inc, cutting an estimated $555K.

  • 16 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2013, up from 11 in Q3 2013.
  • Funds reported $12.2M of VanEck BDC Income ETF stock for Q4 2013, up 125% quarter-over-quarter.
  • 5 funds opened new VanEck BDC Income ETF positions in Q4 2013 and 0 closed out, a net change of +5 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2013 was Jane Street, an estimated $592K added.
  • The largest VanEck BDC Income ETF seller in Q4 2013 was Stephens Inc, an estimated $555K sold.

Based on aggregated 13F filings for Q4 2013.