VanEck BDC Income ETF
BIZD
23 hedge funds and large institutions have $13.6M invested in VanEck BDC Income ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
21% more funds holding
Funds holding: 19 → 23 (+4)
2.44% less ownership
Funds ownership: 32.11% → 29.67% (-2.4%)
6% less capital invested
Capital invested by funds: $14.5M → $13.6M (-$834K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$847K |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$847K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$632K |
| 4 |
Morgan Stanley
New York
|
+$422K |
| 5 |
Jane Street
New York
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.17M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.31M |
| 3 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$39.5K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$10.4K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$5.08K |
BIZD Hedge Fund Activity: Q3 2014 in Review
23 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2014, worth a combined $13.6M — down 5.8% from $14.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BIZD positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $847K. The largest seller was Bank of America, cutting an estimated $2.17M.
- 23 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2014, up from 19 in Q2 2014.
- Funds reported $13.6M of VanEck BDC Income ETF stock for Q3 2014, down 5.8% quarter-over-quarter.
- 5 funds opened new VanEck BDC Income ETF positions in Q3 2014 and 1 closed out, a net change of +4 holders.
- The largest VanEck BDC Income ETF buyer in Q3 2014 was Atria Investments, an estimated $847K added.
- The largest VanEck BDC Income ETF seller in Q3 2014 was Bank of America, an estimated $2.17M sold.
Based on aggregated 13F filings for Q3 2014.