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VanEck BDC Income ETF
BIZD

145 hedge funds and large institutions have $244M invested in VanEck BDC Income ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

65% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 34

21% more capital invested

Capital invested by funds: $201M → $244M (+$43M)

11% more funds holding

Funds holding: 131 → 145 (+14)

2.5% more ownership

Funds ownership: 35.23% → 37.73% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

96% less call options, than puts

Call options by funds: $23K | Put options by funds: $630K

Holders
145
Holders Change
+14
Holders Change %
+10.69%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
56
Reduced
34
Closed
9
Calls
$23K
Puts
$630K
Net Calls
-$607K
Net Calls Change
-$1.56M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$10.5M
2
Bank of America
Bank of America
North Carolina
+$3.42M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.04M
4
CAM
Cresset Asset Management
Illinois
+$2.09M
5
SG Americas Securities
SG Americas Securities
New York
+$1.94M

Top Sellers

1
AIIMS
Analyst IMS Investment Management Services
Israel
-$2.4M
2
CAN
Cetera Advisor Networks
California
-$1.94M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$585K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$570K
5
CF
Centaurus Financial
California
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.1M +$1.82M +124,321 +4%
LPL Financial
2
LPL Financial
California
$31.9M +$1.58M +108,005 +5%
Bank of America
3
Bank of America
North Carolina
$23.9M +$3.42M +233,723 +18%
Stifel Financial
4
Stifel Financial
Missouri
$13.1M +$10.5M +720,257 +540%
CCM
5
Condor Capital Management
New Jersey
$11.2M +$1.33M +90,802 +14%
Wells Fargo
6
Wells Fargo
California
$9.54M +$133K +9,111 +1%
GI
7
Gradient Investments
Minnesota
$8.32M -$16.1K -1,099 -0.2%
RJA
8
Raymond James & Associates
Florida
$7.45M +$1.03M +70,479 +17%
UBS Group
9
UBS Group
Switzerland
$6.58M +$200K +13,658 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.79M +$3.04M +208,073 +201%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.94M +$60.4K +4,129 +2%
Millennium Management
12
Millennium Management
New York
$3.39M +$209K +14,308 +7%
SA
13
Shilanski & Associates
Alaska
$3.06M +$44.9K +3,066 +2%
CAM
14
Cresset Asset Management
Illinois
$2.46M +$2.09M +142,908 +839%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.41M +$335K +22,913 +17%
Creative Planning
16
Creative Planning
Kansas
$2.31M -$123K -8,423 -5%
ACM
17
Anfield Capital Management
California
$2.16M +$197K +13,468 +11%
IFG
18
Independent Financial Group
California
$2.15M +$376K +25,678 +23%
SG Americas Securities
19
SG Americas Securities
New York
$2.04M +$1.94M +132,540 New
TC
20
TownSquare Capital
Utah
$1.92M +$448K +30,595 +32%
AAS
21
Avantax Advisory Services
Texas
$1.77M +$51.8K +3,540 +3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.7M -$473K -32,338 -23%
CPRC
23
Consolidated Portfolio Review Corp
New York
$1.69M +$433K +29,577 +37%
PAG
24
Private Advisor Group
New Jersey
$1.55M +$413K +28,200 +39%
AOG
25
Alpha Omega Group
Virginia
$1.52M -$112K -7,671 -7%
1
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BIZD Hedge Fund Activity: Q2 2023 in Review

145 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2023, worth a combined $244M — up 21% from $201M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BIZD positions and 9 closed out — a net gain of 16 holders — while 56 added to existing stakes and 34 trimmed.

The largest buyer was Stifel Financial, adding an estimated $10.5M. The largest seller was Analyst IMS Investment Management Services, exiting entirely with an estimated $2.4M sold.

  • 145 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2023, up from 131 in Q1 2023.
  • Funds reported $244M of VanEck BDC Income ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 25 funds opened new VanEck BDC Income ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2023 was Stifel Financial, an estimated $10.5M added.
  • The largest VanEck BDC Income ETF seller in Q2 2023 was Analyst IMS Investment Management Services, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2023.