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VanEck BDC Income ETF
BIZD

96 hedge funds and large institutions have $138M invested in VanEck BDC Income ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

23% more capital invested

Capital invested by funds: $112M → $138M (+$25.4M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

8% more funds holding

Funds holding: 89 → 96 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.73% less ownership

Funds ownership: 40.36% → 36.62% (-3.7%)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
30
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIIMS
Analyst IMS Investment Management Services
Israel
+$2.62M
2
Bank of America
Bank of America
North Carolina
+$1.86M
3
UBS Group
UBS Group
Switzerland
+$1.68M
4
CCP
Cardan Capital Partners
Colorado
+$1.55M
5
Wells Fargo
Wells Fargo
California
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$6.44M
2
MCC
Money Concepts Capital
Florida
-$1.18M
3
TF
Trek Financial
Arizona
-$1.15M
4
AI
Atria Investments
North Carolina
-$1.13M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$815K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.6M +$991K +65,419 +5%
LPL Financial
2
LPL Financial
California
$14.2M -$425K -28,038 -3%
GI
3
Gradient Investments
Minnesota
$10.7M -$6.44M -425,484 -39%
Bank of America
4
Bank of America
North Carolina
$6.67M +$1.86M +122,766 +42%
AOG
5
Alpha Omega Group
Virginia
$6.05M -$420K -27,746 -7%
UBS Group
6
UBS Group
Switzerland
$5.15M +$1.68M +110,778 +53%
Wells Fargo
7
Wells Fargo
California
$5.11M +$1.35M +89,332 +39%
NA
8
NewEdge Advisors
Louisiana
$4.79M -$802K -52,962 -15%
CCM
9
Condor Capital Management
New Jersey
$4.72M +$732K +48,320 +20%
LCWP
10
Legacy Capital Wealth Partners
Arkansas
$3.56M -$171K -11,273 -5%
AS
11
Altshuler Shaham
Israel
$3.47M – – –
AIIMS
12
Analyst IMS Investment Management Services
Israel
$2.8M +$2.62M +172,835 New
Stifel Financial
13
Stifel Financial
Missouri
$2.79M -$109K -7,183 -4%
CAN
14
Cetera Advisor Networks
California
$2.65M +$19.3K +1,272 +0.8%
HH
15
Hilltop Holdings
Texas
$2.64M +$297K +19,630 +14%
CWM
16
Centric Wealth Management
Illinois
$2.28M -$196K -12,970 -8%
MCM
17
Monument Capital Management
Virginia
$2.19M -$101K -6,692 -5%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.78M -$71.3K -4,708 -4%
JFGIW
19
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73M – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.7M +$45.1K +2,980 +3%
CCP
21
Cardan Capital Partners
Colorado
$1.66M +$1.55M +102,544 New
SW
22
SlateStone Wealth
Florida
$1.5M – – –
ACM
23
Ascendant Capital Management
California
$1.49M +$939K +62,000 +207%
WS
24
Wedbush Securities
California
$1.39M +$73.3K +4,842 +6%
KWM
25
Kingsview Wealth Management
Oregon
$1.24M +$1.17M +77,182 New
1
2 3 4 5

BIZD Hedge Fund Activity: Q1 2021 in Review

96 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2021, worth a combined $138M — up 23% from $112M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BIZD positions and 11 closed out — a net gain of 9 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was Analyst IMS Investment Management Services, opening a new position worth an estimated $2.62M. The largest seller was Gradient Investments, cutting an estimated $6.44M.

  • 96 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2021, up from 89 in Q4 2020.
  • Funds reported $138M of VanEck BDC Income ETF stock for Q1 2021, up 23% quarter-over-quarter.
  • 20 funds opened new VanEck BDC Income ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2021 was Analyst IMS Investment Management Services, an estimated $2.62M added.
  • The largest VanEck BDC Income ETF seller in Q1 2021 was Gradient Investments, an estimated $6.44M sold.

Based on aggregated 13F filings for Q1 2021.