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VanEck BDC Income ETF
BIZD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$3.61M
2
Morgan Stanley
Morgan Stanley
New York
$17.9M
3
GI
Gradient Investments
Minnesota
$13M
4
BL
Balentine LLC
Georgia
$733K
5
Truist Financial
Truist Financial
North Carolina
$706K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$280K
2
LA
LexAurum Advisors
Kansas
$0
3
AWM
AE Wealth Management
Kansas
$468K
4
AG
Advisor Group
Arizona
$651K
5
IWM
IHT Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.9M +$2.92M +174,105 +19%
LPL Financial
2
LPL Financial
California
$14.4M +$194K +11,600 +1%
GI
3
Gradient Investments
Minnesota
$13M +$1.81M +108,073 +16%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.11M +$405K +24,196 +5%
IAA
5
Independent Advisor Alliance
North Carolina
$3.61M +$3.61M +215,392 New
Wells Fargo
6
Wells Fargo
California
$3.25M +$408K +24,360 +14%
CAN
7
Cetera Advisor Networks
California
$2.24M +$173K +10,298 +8%
Bank of America
8
Bank of America
North Carolina
$2.21M +$309K +18,429 +16%
PAG
9
Private Advisor Group
New Jersey
$2.01M +$197K +11,741 +11%
WS
10
Wedbush Securities
California
$1.59M +$162K +9,680 +11%
FAIM
11
Financial Advocates Investment Management
Washington
$1.4M +$22.8K +1,363 +2%
Mariner
12
Mariner
Kansas
$1.38M +$133K +7,930 +11%
SI
13
Stephens Inc
Arkansas
$1.11M -$23.1K -1,381 -2%
ACP
14
Aveo Capital Partners
Colorado
$1.01M – – –
TAM
15
Tradition Asset Management
Virginia
$950K +$133K +7,933 +16%
Stifel Financial
16
Stifel Financial
Missouri
$885K -$26.9K -1,600 -3%
Lido Advisors
17
Lido Advisors
California
$883K +$377K +22,050 +75%
BL
18
Balentine LLC
Georgia
$733K +$733K +43,749 New
Truist Financial
19
Truist Financial
North Carolina
$706K +$706K +42,183 New
AIP
20
Ahrens Investment Partners
Louisiana
$700K +$144K +8,600 +26%
EH
21
Equitable Holdings
New York
$664K +$664K +39,647 New
AG
22
Advisor Group
Arizona
$651K -$219K -13,073 -25%
ACM
23
Advisors Capital Management
New Jersey
$634K +$405K +24,155 +177%
CF
24
Centaurus Financial
California
$520K +$243K +14,489 +88%
RCA
25
Ranch Capital Advisors
Florida
$479K +$28.4K +1,695 +6%
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