We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF

180 hedge funds and large institutions have $406M invested in VanEck BDC Income ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

11% more funds holding

Funds holding: 162180 (+18)

11% more capital invested

Capital invested by funds: $366M → $406M (+$40M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.12% less ownership

Funds ownership: 44.38%39.26% (-5.1%)

40% less call options, than puts

Call options by funds: $373K | Put options by funds: $625K

Holders
180
Holders Change
+18
Holders Change %
+11.11%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
70
Reduced
45
Closed
14
Calls
$373K
Puts
$625K
Net Calls
-$252K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89.6M -$32M -1,960,877 -27%
LPL Financial
2
LPL Financial
California
$41.1M +$4.6M +281,350 +13%
Bank of America
3
Bank of America
North Carolina
$32.7M +$782K +47,877 +3%
Wells Fargo
4
Wells Fargo
California
$18.6M +$3.32M +203,446 +23%
CCM
5
Condor Capital Management
New Jersey
$15.4M +$849K +51,991 +6%
Millennium Management
6
Millennium Management
New York
$14.5M +$14M +855,664 New
HH
7
Hilltop Holdings
Texas
$10.7M -$1.16M -71,121 -10%
EF
8
Empowered Funds
Pennsylvania
$7.78M +$7.52M +460,470 New
UBS Group
9
UBS Group
Switzerland
$7.51M +$619K +37,912 +9%
IFG
10
Independent Financial Group
California
$7.42M +$1.31M +80,140 +22%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.08M +$637K +39,009 +12%
SPIA
12
Steward Partners Investment Advisory
New York
$5.95M +$2.04M +124,755 +55%
GI
13
Gradient Investments
Minnesota
$4.98M +$522K +31,956 +12%
AA
14
AlphaQ Advisors
Florida
$4.97M +$2.18M +133,413 +83%
Stifel Financial
15
Stifel Financial
Missouri
$4.76M -$274K -16,751 -6%
PCP
16
Proficio Capital Partners
Massachusetts
$4.55M +$4.56M +279,365 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.47M +$414K +25,368 +11%
NA
18
NewEdge Advisors
Louisiana
$4.2M -$73.6K -4,504 -2%
GAA
19
Global Assets Advisory
Florida
$4.13M +$1.1M +67,073 New
TC
20
TownSquare Capital
Utah
$4.1M +$752K +46,024 +23%
SA
21
Shilanski & Associates
Alaska
$3.46M -$5K -306 -0.1%
RJA
22
Raymond James & Associates
Florida
$3.19M +$115K +7,059 +4%
SWP
23
Stratos Wealth Partners
Ohio
$2.98M +$1.49M +91,161 +107%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.95M -$8.84M -540,949 -76%
TAM
25
Tocqueville Asset Management
New York
$2.9M +$2.81M +171,740 New

BIZD Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2024, worth a combined $406M — up 11% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIZD positions and 14 closed out — a net gain of 20 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $32M.

  • 180 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $406M of VanEck BDC Income ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 34 funds opened new VanEck BDC Income ETF positions in Q1 2024 and 14 closed out, a net change of +20 holders.
  • The largest VanEck BDC Income ETF buyer in Q1 2024 was Millennium Management, an estimated $14M added.
  • The largest VanEck BDC Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2024.