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VanEck BDC Income ETF

180 hedge funds and large institutions have $402M invested in VanEck BDC Income ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 44 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

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

31% more capital invested

Capital invested by funds: $308M → $402M (+$94.2M)

11% more funds holding

Funds holding: 162180 (+18)

1.85% more ownership

Funds ownership: 37.31%39.15% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

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
71
Reduced
44
Closed
14
Calls
$373K
Puts
$625K
Net Calls
-$252K
Net Calls Change
-$177K

BIZD Hedge Fund Activity: Q1 2024 in Review

180 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2024, worth a combined $402M — up 31% from $308M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIZD positions and 14 closed out — a net gain of 20 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.3M. The largest seller was Osaic Holdings, cutting an estimated $8.84M.

  • 180 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $402M of VanEck BDC Income ETF stock for Q1 2024, up 31% 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 Morgan Stanley, an estimated $27.3M added.
  • The largest VanEck BDC Income ETF seller in Q1 2024 was Osaic Holdings, an estimated $8.84M sold.

Based on aggregated 13F filings for Q1 2024.