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VanEck BDC Income ETF
BIZD

Overview Fund Activity

123 hedge funds and large institutions have $188M invested in VanEck BDC Income ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
45
Reduced
32
Closed
16
Calls
–
Puts
$3.74M
Net Calls
-$3.74M
Net Calls Change
-$3.74M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$3.3M
2
LPL Financial
2
LPL Financial
California
$21.1M
3
HWM
3
HB Wealth Management
Georgia
$1.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.29M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
AS
2
Altshuler Shaham
Israel
$0
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$0
4
CF
4
Centaurus Financial
California
$836K
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.7M 2,828,365 +76,752 +3%
LPL Financial
2
LPL Financial
California
$21.1M 1,223,628 +116,124 +10%
GI
3
Gradient Investments
Minnesota
$12.1M 702,373 +1,748 +0.2%
Wells Fargo
4
Wells Fargo
California
$8.1M 470,649 +28,209 +6%
Bank of America
5
Bank of America
North Carolina
$7.04M 409,237 -8,297 -2%
UBS Group
6
UBS Group
Switzerland
$5.6M 325,079 -5,676 -2%
CCM
7
Condor Capital Management
New Jersey
$5.51M 320,291 +12,201 +4%
IAN
8
Integrated Advisors Network
Texas
$4.95M 287,360 +2,101 +0.7%
Stifel Financial
9
Stifel Financial
Missouri
$4.29M 249,461 +78,720 +46%
AOG
10
Alpha Omega Group
Virginia
$3.89M 226,104 +21,657 +11%
CCMG
11
Clark Capital Management Group
Pennsylvania
$3.3M 191,749 +191,749 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.1M 180,388 +79,607 +79%
Creative Planning
13
Creative Planning
Kansas
$2.93M 170,448 -26,834 -14%
AIIMS
14
Analyst IMS Investment Management Services
Israel
$2.89M 168,350 -1,190 -0.7%
CWM
15
Centric Wealth Management
Illinois
$2.69M 156,083 +15,569 +11%
AWS
16
AJ Wealth Strategies
New York
$2.31M 134,043 +76,022 +131%
SW
17
SlateStone Wealth
Florida
$1.84M 107,000 +11,500 +12%
JFGIW
18
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.84M 106,738 -238 -0.2%
CAN
19
Cetera Advisor Networks
California
$1.81M 105,192 -27,907 -21%
MCM
20
Monument Capital Management
Virginia
$1.72M 99,975 -5,868 -6%
HWM
21
HB Wealth Management
Georgia
$1.7M 98,969 +98,969 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.66M 96,464 +12,870 +15%
ACM
23
Ascendant Capital Management
California
$1.55M 90,000 -25,000 -22%
WS
24
Wedbush Securities
California
$1.49M 86,420 -1,310 -1%
FFWM
25
Future Financial Wealth Management
Ohio
$1.43M 82,759 +9,100 +12%
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