VanEck BDC Income ETF
BIZD
62 hedge funds and large institutions have $89.1M invested in VanEck BDC Income ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 7 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
16% more capital invested
Capital invested by funds: $76.5M → $89.1M (+$12.6M)
5% more funds holding
Funds holding: 59 → 62 (+3)
0.18% more ownership
Funds ownership: 34.89% → 35.07% (+0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.57M |
| 2 |
Morgan Stanley
New York
|
+$2.89M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.79M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$726K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$342K |
| 2 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$280K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$262K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$217K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$215K |
BIZD Hedge Fund Activity: Q4 2019 in Review
62 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2019, worth a combined $89.1M — up 16% from $76.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BIZD positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $3.57M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $342K.
- 62 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2019, up from 59 in Q3 2019.
- Funds reported $89.1M of VanEck BDC Income ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 12 funds opened new VanEck BDC Income ETF positions in Q4 2019 and 7 closed out, a net change of +5 holders.
- The largest VanEck BDC Income ETF buyer in Q4 2019 was Independent Advisor Alliance, an estimated $3.57M added.
- The largest VanEck BDC Income ETF seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $342K sold.
Based on aggregated 13F filings for Q4 2019.