We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF

124 hedge funds and large institutions have $230M invested in VanEck BDC Income ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

5% more funds holding

Funds holding: 118124 (+6)

1.06% more ownership

Funds ownership: 40.51%41.57% (+1.1%)

16% less capital invested

Capital invested by funds: $273M → $230M (-$43.3M)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
41
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.2M -$2.48M -151,815 -4%
GI
2
Gradient Investments
Minnesota
$50.8M +$900K +55,011 +2%
LPL Financial
3
LPL Financial
California
$22M +$1.13M +68,962 +5%
Bank of America
4
Bank of America
North Carolina
$10.7M -$546K -33,369 -5%
Wells Fargo
5
Wells Fargo
California
$7.28M -$49.9K -3,048 -0.6%
CCM
6
Condor Capital Management
New Jersey
$6.58M +$1.22M +74,511 +21%
UBS Group
7
UBS Group
Switzerland
$5.48M +$321K +19,596 +6%
AWS
8
AJ Wealth Strategies
New York
$3.9M +$542K +33,110 +15%
AS
9
Altshuler Shaham
Israel
$3.23M
Osaic Holdings
10
Osaic Holdings
Arizona
$3.08M +$1.89M +115,210 +130%
IWM
11
IHT Wealth Management
Illinois
$2.83M +$1.81M +110,393 +144%
AOG
12
Alpha Omega Group
Virginia
$2.8M -$583K -35,640 -16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.72M -$54.4K -3,322 -2%
AIIMS
14
Analyst IMS Investment Management Services
Israel
$2.54M +$2.75M +168,350 New
Creative Planning
15
Creative Planning
Kansas
$2.45M -$74.7K -4,563 -3%
ACM
16
Anfield Capital Management
California
$2.01M +$178K +10,897 +9%
CAN
17
Cetera Advisor Networks
California
$1.76M +$134K +8,165 +8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.67M +$1.22M +74,488 +211%
Stifel Financial
19
Stifel Financial
Missouri
$1.63M -$40.2K -2,456 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.63M +$480K +29,359 +37%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.61M
SW
22
SlateStone Wealth
Florida
$1.58M
BBL
23
Beck Bode LLC
Massachusetts
$1.43M +$1.55M +94,830 New
FFWM
24
Future Financial Wealth Management
Ohio
$1.43M
WS
25
Wedbush Securities
California
$1.31M -$10.1K -616 -0.7%

BIZD Hedge Fund Activity: Q2 2022 in Review

124 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2022, worth a combined $230M — down 16% from $273M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BIZD positions and 13 closed out — a net gain of 8 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Analyst IMS Investment Management Services, opening a new position worth an estimated $2.75M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $3.68M sold.

  • 124 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2022, up from 118 in Q1 2022.
  • Funds reported $230M of VanEck BDC Income ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 21 funds opened new VanEck BDC Income ETF positions in Q2 2022 and 13 closed out, a net change of +8 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2022 was Analyst IMS Investment Management Services, an estimated $2.75M added.
  • The largest VanEck BDC Income ETF seller in Q2 2022 was Clark Capital Management Group, an estimated $3.68M sold.

Based on aggregated 13F filings for Q2 2022.