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VanEck BDC Income ETF
BIZD

113 hedge funds and large institutions have $187M invested in VanEck BDC Income ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 30

14% more capital invested

Capital invested by funds: $164M → $187M (+$23.7M)

11% more funds holding

Funds holding: 102 → 113 (+11)

1.88% more ownership

Funds ownership: 35.45% → 37.33% (+1.9%)

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
45
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.7M
2
LPL Financial
LPL Financial
California
+$2.07M
3
JWCA
J.W. Cole Advisors
Florida
+$2.07M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$1.19M
5
FMN
Financial Management Network
California
+$1.13M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$4.65M
2
HH
Hilltop Holdings
Texas
-$3.4M
3
BAAM
Baker Avenue Asset Management
California
-$837K
4
CAN
Cetera Advisor Networks
California
-$631K
5
PCP
Proficio Capital Partners
Massachusetts
-$587K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.2M +$15.7M +916,011 +50%
LPL Financial
2
LPL Financial
California
$19M +$2.07M +121,129 +12%
GI
3
Gradient Investments
Minnesota
$12M +$502K +29,360 +4%
Wells Fargo
4
Wells Fargo
California
$7.59M +$766K +44,805 +11%
Bank of America
5
Bank of America
North Carolina
$7.16M +$222K +12,966 +3%
JWCA
6
J.W. Cole Advisors
Florida
$6.42M +$2.07M +121,109 New
UBS Group
7
UBS Group
Switzerland
$5.67M +$6.94K +406 +0.1%
CCM
8
Condor Capital Management
New Jersey
$5.28M +$359K +21,008 +7%
IAN
9
Integrated Advisors Network
Texas
$4.89M +$145K +8,493 +3%
AS
10
Altshuler Shaham
Israel
$3.69M – – –
AOG
11
Alpha Omega Group
Virginia
$3.51M +$154K +8,998 +5%
Creative Planning
12
Creative Planning
Kansas
$3.38M -$107K -6,248 -3%
Stifel Financial
13
Stifel Financial
Missouri
$2.93M +$176K +10,307 +6%
AIIMS
14
Analyst IMS Investment Management Services
Israel
$2.91M -$29.5K -1,725 -1%
CWM
15
Centric Wealth Management
Illinois
$2.41M -$36K -2,107 -1%
CAN
16
Cetera Advisor Networks
California
$2.28M -$631K -36,917 -22%
ACM
17
Ascendant Capital Management
California
$1.97M -$445K -26,000 -18%
CCP
18
Cardan Capital Partners
Colorado
$1.96M -$129K -7,545 -6%
CF
19
Centaurus Financial
California
$1.94M +$623K +36,424 +48%
JFGIW
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.83M – – –
MCM
21
Monument Capital Management
Virginia
$1.81M +$12.2K +716 +0.7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.73M -$393 -23 -0%
HB
23
Homrich & Berg
Georgia
$1.67M +$85.3K +4,987 +5%
SW
24
SlateStone Wealth
Florida
$1.64M – – –
WS
25
Wedbush Securities
California
$1.5M -$11.5K -674 -0.8%
1
2 3 4 5

BIZD Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2021, worth a combined $187M — up 14% from $164M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BIZD positions and 9 closed out — a net gain of 12 holders — while 45 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $4.65M sold.

  • 113 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2021, up from 102 in Q2 2021.
  • Funds reported $187M of VanEck BDC Income ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 21 funds opened new VanEck BDC Income ETF positions in Q3 2021 and 9 closed out, a net change of +12 holders.
  • The largest VanEck BDC Income ETF buyer in Q3 2021 was Morgan Stanley, an estimated $15.7M added.
  • The largest VanEck BDC Income ETF seller in Q3 2021 was NewEdge Advisors, an estimated $4.65M sold.

Based on aggregated 13F filings for Q3 2021.