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VanEck BDC Income ETF

89 hedge funds and large institutions have $112M invested in VanEck BDC Income ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

49% more capital invested

Capital invested by funds: $75.2M → $112M (+$37M)

41% more funds holding

Funds holding: 6389 (+26)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

5.53% more ownership

Funds ownership: 34.83%40.36% (+5.5%)

Holders
89
Holders Change
+26
Holders Change %
+41.27%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
21
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.6M -$2.59M -201,015 -14%
GI
2
Gradient Investments
Minnesota
$13.2M -$184K -14,313 -1%
LPL Financial
3
LPL Financial
California
$12.4M +$889K +69,001 +8%
AOG
4
Alpha Omega Group
Virginia
$5.51M +$5.17M +401,341 New
NA
5
NewEdge Advisors
Louisiana
$4.79M +$4.36M +338,007 +3,192%
Bank of America
6
Bank of America
North Carolina
$3.97M +$1.62M +125,568 +77%
CCM
7
Condor Capital Management
New Jersey
$3.33M +$1.39M +107,749 +80%
LCWP
8
Legacy Capital Wealth Partners
Arkansas
$3.17M +$2.98M +230,818 New
Wells Fargo
9
Wells Fargo
California
$3.11M +$547K +42,449 +23%
AS
10
Altshuler Shaham
Israel
$2.99M +$2.76M +214,000 New
UBS Group
11
UBS Group
Switzerland
$2.85M -$41.2K -3,198 -2%
Stifel Financial
12
Stifel Financial
Missouri
$2.47M +$884K +68,608 +62%
CAN
13
Cetera Advisor Networks
California
$2.23M -$37.3K -2,892 -2%
CWM
14
Centric Wealth Management
Illinois
$2.11M +$1.98M +153,935 New
HH
15
Hilltop Holdings
Texas
$1.97M +$1.85M +143,244 New
MCM
16
Monument Capital Management
Virginia
$1.95M +$524K +40,674 +40%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.57M +$228K +17,683 +18%
JFGIW
18
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.46M +$1.37M +106,500 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.4M +$1.05M +81,529 +397%
SW
20
SlateStone Wealth
Florida
$1.27M -$148K -11,500 -11%
MCC
21
Money Concepts Capital
Florida
$1.18M +$1.11M +86,157 New
TF
22
Trek Financial
Arizona
$1.15M +$1.08M +83,470 New
AI
23
Atria Investments
North Carolina
$1.13M +$1.06M +82,610 New
WS
24
Wedbush Securities
California
$1.11M +$3.97K +308 +0.4%
PAG
25
Private Advisor Group
New Jersey
$957K +$163K +12,655 +22%

BIZD Hedge Fund Activity: Q4 2020 in Review

89 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2020, worth a combined $112M — up 49% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIZD positions and 7 closed out — a net gain of 27 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $4.36M. The largest seller was JP Morgan Chase, cutting an estimated $5.7M.

  • 89 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $112M of VanEck BDC Income ETF stock for Q4 2020, up 49% quarter-over-quarter.
  • 34 funds opened new VanEck BDC Income ETF positions in Q4 2020 and 7 closed out, a net change of +27 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2020 was NewEdge Advisors, an estimated $4.36M added.
  • The largest VanEck BDC Income ETF seller in Q4 2020 was JP Morgan Chase, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2020.