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VanEck BDC Income ETF

218 hedge funds and large institutions have $529M invested in VanEck BDC Income ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 54

15% more call options, than puts

Call options by funds: $724K | Put options by funds: $632K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 36.46%35.68% (-0.78%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 223218 (-5)

20% less capital invested

Capital invested by funds: $665M → $529M (-$136M)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
93
Reduced
54
Closed
30
Calls
$724K
Puts
$632K
Net Calls
+$92K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.9M +$7.11M +416,416 +10%
Bank of America
2
Bank of America
North Carolina
$54.6M +$12.5M +733,523 +29%
LPL Financial
3
LPL Financial
California
$46.9M +$5.54M +324,618 +13%
Wells Fargo
4
Wells Fargo
California
$27M -$6.18M -362,164 -18%
UBS Group
5
UBS Group
Switzerland
$24.6M +$366K +21,455 +1%
IFG
6
Independent Financial Group
California
$15.4M +$6.47M +378,936 +70%
MHFA
7
Mission Hills Financial Advisory
California
$14.5M +$1.03M +60,500 +8%
CCM
8
Condor Capital Management
New Jersey
$13.6M -$3.28M -191,900 -19%
HP
9
Haven Private
Florida
$10M +$1.13M +66,071 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.74M +$1.49M +87,314 +20%
NFT
11
Nan Fung Trinity
Hong Kong
$7.96M +$2.32M +135,800 +40%
KAS
12
Kestra Advisory Services
Texas
$7.9M +$7.14M +418,356 +790%
SPIA
13
Steward Partners Investment Advisory
New York
$7.86M +$863K +50,545 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.82M +$1.28M +74,858 +19%
Stifel Financial
15
Stifel Financial
Missouri
$7.36M +$435K +25,500 +6%
Raymond James Financial
16
Raymond James Financial
Florida
$6.96M +$1.41M +82,354 +25%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.24M +$541K +31,662 +9%
FIA
18
Foundations Investment Advisors
Arizona
$5.81M +$106K +6,231 +2%
HH
19
Hilltop Holdings
Texas
$5.49M -$234K -13,674 -4%
Two Sigma Investments
20
Two Sigma Investments
New York
$4.92M -$972K -56,900 -16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.81M -$1.24M -72,685 -20%
TC
22
TownSquare Capital
Utah
$4.59M +$184K +10,750 +4%
Mariner
23
Mariner
Kansas
$4.56M -$175K -10,270 -4%
AOG
24
Alpha Omega Group
Virginia
$4.39M +$717K +41,960 +19%
B
25
Barings
North Carolina
$3.96M

BIZD Hedge Fund Activity: Q1 2025 in Review

218 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q1 2025, worth a combined $529M — down 20% from $665M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BIZD and 29 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 93 added.

The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was Wells Fargo, cutting an estimated $6.18M.

  • 218 institutional investors held VanEck BDC Income ETF (BIZD) as of Q1 2025, down from 223 in Q4 2024.
  • Funds reported $529M of VanEck BDC Income ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 29 funds opened new VanEck BDC Income ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest VanEck BDC Income ETF buyer in Q1 2025 was Bank of America, an estimated $12.5M added.
  • The largest VanEck BDC Income ETF seller in Q1 2025 was Wells Fargo, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2025.