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VanEck BDC Income ETF
BIZD

102 hedge funds and large institutions have $164M invested in VanEck BDC Income ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

19% more capital invested

Capital invested by funds: $138M → $164M (+$26.2M)

6% more funds holding

Funds holding: 96 → 102 (+6)

1.17% less ownership

Funds ownership: 36.62% → 35.45% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $187K

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
42
Reduced
26
Closed
11
Calls
–
Puts
$187K
Net Calls
-$187K
Net Calls Change
-$187K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.51M
2
IAN
Integrated Advisors Network
Texas
+$4.68M
3
Creative Planning
Creative Planning
Kansas
+$3.23M
4
LPL Financial
LPL Financial
California
+$1.91M
5
Wells Fargo
Wells Fargo
California
+$1.39M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$3.56M
2
AOG
Alpha Omega Group
Virginia
-$3.01M
3
KWM
Kingsview Wealth Management
Oregon
-$1.24M
4
RCA
Ranch Capital Advisors
Florida
-$700K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.5M +$9.51M +562,547 +44%
LPL Financial
2
LPL Financial
California
$16.9M +$1.91M +112,730 +13%
GI
3
Gradient Investments
Minnesota
$11.5M +$230K +13,637 +2%
Bank of America
4
Bank of America
North Carolina
$6.94M -$123K -7,280 -2%
Wells Fargo
5
Wells Fargo
California
$6.82M +$1.39M +82,085 +26%
UBS Group
6
UBS Group
Switzerland
$5.67M +$208K +12,336 +4%
CCM
7
Condor Capital Management
New Jersey
$4.93M -$68.4K -4,045 -1%
IAN
8
Integrated Advisors Network
Texas
$4.75M +$4.68M +276,766 New
NA
9
NewEdge Advisors
Louisiana
$4.65M -$420K -24,860 -8%
AS
10
Altshuler Shaham
Israel
$3.67M – – –
Creative Planning
11
Creative Planning
Kansas
$3.49M +$3.23M +191,345 +1,570%
HH
12
Hilltop Holdings
Texas
$3.4M +$597K +35,327 +22%
AOG
13
Alpha Omega Group
Virginia
$3.35M -$3.01M -178,146 -48%
AIIMS
14
Analyst IMS Investment Management Services
Israel
$2.94M -$26.5K -1,570 -0.9%
CAN
15
Cetera Advisor Networks
California
$2.92M +$104K +6,138 +4%
Stifel Financial
16
Stifel Financial
Missouri
$2.75M -$204K -12,060 -7%
CWM
17
Centric Wealth Management
Illinois
$2.45M +$28K +1,656 +1%
ACM
18
Ascendant Capital Management
California
$2.42M +$828K +49,000 +53%
CCP
19
Cardan Capital Partners
Colorado
$2.09M +$323K +19,124 +19%
JFGIW
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.84M +$8.04K +476 +0.4%
MCM
21
Monument Capital Management
Virginia
$1.8M -$506K -29,922 -22%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.73M -$71.6K -4,238 -4%
SW
23
SlateStone Wealth
Florida
$1.64M +$50.7K +3,000 +3%
HB
24
Homrich & Berg
Georgia
$1.58M +$298K +17,650 +24%
WS
25
Wedbush Securities
California
$1.52M +$42.3K +2,504 +3%
1
2 3 4 5

BIZD Hedge Fund Activity: Q2 2021 in Review

102 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2021, worth a combined $164M — up 19% from $138M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BIZD positions and 11 closed out — a net gain of 7 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.51M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $3.56M sold.

  • 102 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2021, up from 96 in Q1 2021.
  • Funds reported $164M of VanEck BDC Income ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 18 funds opened new VanEck BDC Income ETF positions in Q2 2021 and 11 closed out, a net change of +7 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2021 was Morgan Stanley, an estimated $9.51M added.
  • The largest VanEck BDC Income ETF seller in Q2 2021 was Legacy Capital Wealth Partners, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2021.