VanEck BDC Income ETF
BIZD
63 hedge funds and large institutions have $75.2M invested in VanEck BDC Income ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $67.6M → $75.2M (+$7.57M)
7% more funds holding
Funds holding: 59 → 63 (+4)
1.92% more ownership
Funds ownership: 32.91% → 34.83% (+1.9%)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.76M |
| 2 |
JP Morgan Chase
New York
|
+$2.59M |
| 3 |
SW
SlateStone Wealth
Jupiter,
Florida
|
+$1.24M |
| 4 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$859K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.68M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$264K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$248K |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$219K |
| 5 |
LPL Financial
San Diego,
California
|
-$151K |
BIZD Hedge Fund Activity: Q3 2020 in Review
63 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2020, worth a combined $75.2M — up 11% from $67.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BIZD positions and 7 closed out — a net gain of 5 holders — while 16 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.76M. The largest seller was Financial Advocates Investment Management, cutting an estimated $1.68M.
- 63 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2020, up from 59 in Q2 2020.
- Funds reported $75.2M of VanEck BDC Income ETF stock for Q3 2020, up 11% quarter-over-quarter.
- 12 funds opened new VanEck BDC Income ETF positions in Q3 2020 and 7 closed out, a net change of +5 holders.
- The largest VanEck BDC Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $2.76M added.
- The largest VanEck BDC Income ETF seller in Q3 2020 was Financial Advocates Investment Management, an estimated $1.68M sold.
Based on aggregated 13F filings for Q3 2020.