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VanEck BDC Income ETF
BIZD

Overview Fund Activity

39 hedge funds and large institutions have $55.6M invested in VanEck BDC Income ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
16
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
G
2
GenTrust
Florida
$2.96M
3
FCH
3
Freestone Capital Holdings
Washington
$871K
4
LPL Financial
4
LPL Financial
California
$9.21M
5
Ameriprise
5
Ameriprise
Minnesota
$536K

Top Sellers

1
TCM
1
Tradition Capital Management
New Jersey
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$443K
3
RCM
3
Robinson Capital Management
Michigan
$0
4
SPC
4
Sigma Planning Corp
Michigan
$271K
5
Bank of America
5
Bank of America
North Carolina
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.8M 657,767 +407,918 +163%
LPL Financial
2
LPL Financial
California
$9.21M 507,185 +33,621 +7%
MFP
3
Mosaic Financial Partners
California
$7.44M 413,300 +1,591 +0.4%
GI
4
Gradient Investments
Minnesota
$6.12M 339,866 +15,304 +5%
RBC
5
Roble Belko & Company
Pennsylvania
$3.64M 201,914 +1,813 +0.9%
G
6
GenTrust
Florida
$2.96M 161,243 +161,243 New
SI
7
Stephens Inc
Arkansas
$2.14M 118,823 +1,633 +1%
Bank of America
8
Bank of America
North Carolina
$1.55M 85,821 -803 -0.9%
ICOA
9
Investment Centers of America
North Dakota
$1.29M 71,755 +18,974 +36%
MFS
10
MSI Financial Services
Massachusetts
$922K 51,214 +2,449 +5%
FCH
11
Freestone Capital Holdings
Washington
$871K 48,400 +48,400 New
SWP
12
Stratos Wealth Partners
Ohio
$843K 46,843 -500 -1%
PAG
13
Private Advisor Group
New Jersey
$738K 40,100 – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$735K 40,857 +2,232 +6%
Ameriprise
15
Ameriprise
Minnesota
$536K 29,752 +29,752 New
PWM
16
Patriot Wealth Management
Texas
$498K 27,671 – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$491K 27,280 +21,929 +410%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$443K 24,641 -21,644 -47%
CAS
19
Cue Advisory Services
Arizona
$384K 21,350 +21,350 New
PAG
20
Private Advisory Group
Washington
$366K 20,337 +20,337 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$316K 17,575 +6,425 +58%
WA
22
WFG Advisors
Texas
$286K 15,891 +974 +7%
SPC
23
Sigma Planning Corp
Michigan
$271K 15,033 -4,899 -25%
CRC
24
Curi RMB Capital
Illinois
$268K 14,872 +14,872 New
LP
25
LGL Partners
Pennsylvania
$265K 14,723 +291 +2%
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