VanEck BDC Income ETF
BIZD
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.
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: 63 → 89 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.36M |
| 2 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$2.76M |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$1.98M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.7M |
| 2 |
Morgan Stanley
New York
|
-$2.59M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$638K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$603K |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$532K |
BIZD Hedge Fund Activity: Q4 2020 in Review
89 of the 5,676 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.