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VanEck BDC Income ETF

223 hedge funds and large institutions have $665M invested in VanEck BDC Income ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

122% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 41

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more capital invested

Capital invested by funds: $432M → $665M (+$233M)

19% more funds holding

Funds holding: 188223 (+35)

0.16% more ownership

Funds ownership: 36.3%36.46% (+0.16%)

34% less call options, than puts

Call options by funds: $326K | Put options by funds: $491K

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
91
Reduced
41
Closed
16
Calls
$326K
Puts
$491K
Net Calls
-$165K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$169M
Morgan Stanley
2
Morgan Stanley
New York
$67.4M -$7.77M -470,963 -10%
Bank of America
3
Bank of America
North Carolina
$42M +$137K +8,305 +0.3%
LPL Financial
4
LPL Financial
California
$41.1M +$1.26M +76,195 +3%
Wells Fargo
5
Wells Fargo
California
$32.8M +$10.3M +627,364 +47%
UBS Group
6
UBS Group
Switzerland
$24M +$1.6M +96,953 +7%
CCM
7
Condor Capital Management
New Jersey
$16.7M +$256K +15,501 +2%
MHFA
8
Mission Hills Financial Advisory
California
$13.4M +$1.19M +71,942 +10%
IFG
9
Independent Financial Group
California
$8.95M +$531K +32,205 +6%
HP
10
Haven Private
Florida
$8.86M +$8.79M +532,719 New
NA
11
NewEdge Advisors
Louisiana
$7.45M +$1.3M +78,622 +21%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.22M +$233K +14,114 +3%
SPIA
13
Steward Partners Investment Advisory
New York
$6.96M +$283K +17,159 +4%
Stifel Financial
14
Stifel Financial
Missouri
$6.88M +$1.83M +110,940 +37%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.51M +$1.14M +68,819 +21%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.98M +$969K +58,755 +20%
Two Sigma Investments
17
Two Sigma Investments
New York
$5.83M +$843K +51,100 +17%
HH
18
Hilltop Holdings
Texas
$5.68M +$5.21M +315,626 +1,231%
FIA
19
Foundations Investment Advisors
Arizona
$5.66M +$1.18M +71,401 +27%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.66M +$277K +16,823 +5%
NFT
21
Nan Fung Trinity
Hong Kong
$5.64M +$5.59M +339,000 New
Raymond James Financial
22
Raymond James Financial
Florida
$5.53M +$5.49M +332,662 New
SWP
23
Stratos Wealth Partners
Ohio
$5.07M +$263K +15,949 +6%
BSG
24
Black Swift Group
Colorado
$4.74M -$263K -15,965 -5%
Mariner
25
Mariner
Kansas
$4.69M +$423K +25,674 +10%

BIZD Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q4 2024, worth a combined $665M — up 54% from $432M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BIZD positions and 16 closed out — a net gain of 37 holders — while 91 added to existing stakes and 41 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $7.77M.

  • 223 institutional investors held VanEck BDC Income ETF (BIZD) as of Q4 2024, up from 188 in Q3 2024.
  • Funds reported $665M of VanEck BDC Income ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 53 funds opened new VanEck BDC Income ETF positions in Q4 2024 and 16 closed out, a net change of +37 holders.
  • The largest VanEck BDC Income ETF buyer in Q4 2024 was Wells Fargo, an estimated $10.3M added.
  • The largest VanEck BDC Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2024.