VanEck BDC Income ETF
BIZD
38 hedge funds and large institutions have $26.6M invested in VanEck BDC Income ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
27% more funds holding
Funds holding: 30 → 38 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.05% less ownership
Funds ownership: 37.38% → 34.33% (-3%)
9% less capital invested
Capital invested by funds: $29.1M → $26.6M (-$2.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.15M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$921K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$796K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$487K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.93M |
| 2 |
Jane Street
New York
|
-$1.39M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.17M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$437K |
| 5 |
Morgan Stanley
New York
|
-$238K |
BIZD Hedge Fund Activity: Q4 2015 in Review
38 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2015, worth a combined $26.6M — down 8.7% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BIZD positions and 5 closed out — a net gain of 8 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.15M. The largest seller was Envestnet Asset Management, cutting an estimated $4.93M.
- 38 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2015, up from 30 in Q3 2015.
- Funds reported $26.6M of VanEck BDC Income ETF stock for Q4 2015, down 8.7% quarter-over-quarter.
- 13 funds opened new VanEck BDC Income ETF positions in Q4 2015 and 5 closed out, a net change of +8 holders.
- The largest VanEck BDC Income ETF buyer in Q4 2015 was LPL Financial, an estimated $1.15M added.
- The largest VanEck BDC Income ETF seller in Q4 2015 was Envestnet Asset Management, an estimated $4.93M sold.
Based on aggregated 13F filings for Q4 2015.