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VanEck BDC Income ETF
BIZD

133 hedge funds and large institutions have $181M invested in VanEck BDC Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $232K | Put options by funds: $50K

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $161M → $181M (+$20M)

6% more funds holding

Funds holding: 126 → 133 (+7)

0.48% more ownership

Funds ownership: 35.03% → 35.51% (+0.48%)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
47
Reduced
38
Closed
16
Calls
$232K
Puts
$50K
Net Calls
+$182K
Net Calls Change
+$182K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$4.65M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.85M
3
SA
Shilanski & Associates
Alaska
+$2.85M
4
Bank of America
Bank of America
North Carolina
+$1.92M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$1.46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.69M
2
AS
Altshuler Shaham
Israel
-$2.89M
3
AWS
AJ Wealth Strategies
New York
-$1.56M
4
IWM
IHT Wealth Management
Illinois
-$666K
5
BAAM
Baker Avenue Asset Management
California
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.9M -$4.69M -321,212 -13%
LPL Financial
2
LPL Financial
California
$26.5M -$269K -18,439 -1%
Bank of America
3
Bank of America
North Carolina
$11.6M +$1.92M +131,185 +19%
CCM
4
Condor Capital Management
New Jersey
$8.72M +$1.24M +85,095 +16%
GI
5
Gradient Investments
Minnesota
$8.07M +$18.6K +1,272 +0.2%
UBS Group
6
UBS Group
Switzerland
$5.99M +$1.16M +79,639 +23%
Wells Fargo
7
Wells Fargo
California
$5.88M -$313K -21,421 -5%
RJA
8
Raymond James & Associates
Florida
$4.89M +$4.65M +318,561 +1,187%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.73M +$3.85M +263,486 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.63M +$699K +47,867 +23%
Millennium Management
11
Millennium Management
New York
$2.92M -$92.2K -6,311 -3%
SA
12
Shilanski & Associates
Alaska
$2.76M +$2.85M +194,983 New
JFGIW
13
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.43M +$884K +60,500 +54%
AIIMS
14
Analyst IMS Investment Management Services
Israel
$2.32M -$80.4K -5,505 -3%
Creative Planning
15
Creative Planning
Kansas
$2.29M +$23.5K +1,606 +1%
CAN
16
Cetera Advisor Networks
California
$1.98M +$166K +11,350 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.93M +$554K +37,918 +39%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.9M +$229K +15,703 +13%
ACM
19
Anfield Capital Management
California
$1.69M -$197K -13,468 -10%
AOG
20
Alpha Omega Group
Virginia
$1.68M -$430K -29,445 -20%
Stifel Financial
21
Stifel Financial
Missouri
$1.63M +$102K +7,010 +6%
IFG
22
Independent Financial Group
California
$1.49M +$242K +16,574 +19%
SW
23
SlateStone Wealth
Florida
$1.48M – – –
AAS
24
Avantax Advisory Services
Texas
$1.47M +$52K +3,558 +4%
IECM
25
Intrinsic Edge Capital Management
Illinois
$1.42M +$1.46M +100,000 New
1
2 3 4 5

BIZD Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2022, worth a combined $181M — up 12% from $161M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BIZD positions and 16 closed out — a net gain of 9 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.65M. The largest seller was Morgan Stanley, cutting an estimated $4.69M.

  • 133 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $181M of VanEck BDC Income ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 25 funds opened new VanEck BDC Income ETF positions in Q4 2022 and 16 closed out, a net change of +9 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2022 was Raymond James & Associates, an estimated $4.65M added.
  • The largest VanEck BDC Income ETF seller in Q4 2022 was Morgan Stanley, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2022.