VanEck BDC Income ETF
BIZD
19 hedge funds and large institutions have $14.5M invested in VanEck BDC Income ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
23% more capital invested
Capital invested by funds: $11.8M → $14.5M (+$2.71M)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
3.3% less ownership
Funds ownership: 35.41% → 32.11% (-3.3%)
5% less funds holding
Funds holding: 20 → 19 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.42M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.28M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$860K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$523K |
| 5 |
LPL Financial
San Diego,
California
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$1.22M |
| 2 |
Morgan Stanley
New York
|
-$848K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$681K |
| 4 |
Jane Street
New York
|
-$411K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$60K |
BIZD Hedge Fund Activity: Q2 2014 in Review
19 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2014, worth a combined $14.5M — up 23% from $11.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BIZD and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.
The largest buyer was Bank of America, opening a new position worth an estimated $2.42M. The largest seller was New England Investment & Retirement Group, cutting an estimated $1.22M.
- 19 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2014, down from 20 in Q1 2014.
- Funds reported $14.5M of VanEck BDC Income ETF stock for Q2 2014, up 23% quarter-over-quarter.
- 3 funds opened new VanEck BDC Income ETF positions in Q2 2014 and 4 closed out, a net change of -1 holder.
- The largest VanEck BDC Income ETF buyer in Q2 2014 was Bank of America, an estimated $2.42M added.
- The largest VanEck BDC Income ETF seller in Q2 2014 was New England Investment & Retirement Group, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2014.