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VanEck BDC Income ETF

233 hedge funds and large institutions have $562M invested in VanEck BDC Income ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+18
Holders Change %
+8.37%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
39
Increased
96
Reduced
60
Closed
17
Calls
$435K
Puts
$1.22M
Net Calls
-$781K
Net Calls Change
-$873K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$86.2M +$33.2M +2,038,234 +63%
Morgan Stanley
2
Morgan Stanley
New York
$76.5M +$3.71M +227,622 +5%
LPL Financial
3
LPL Financial
California
$43.5M -$2.07M -127,289 -5%
Wells Fargo
4
Wells Fargo
California
$34.9M +$8.65M +531,144 +33%
UBS Group
5
UBS Group
Switzerland
$16.8M -$7.09M -435,303 -30%
MHFA
6
Mission Hills Financial Advisory
California
$16.3M +$2.18M +133,636 +15%
CCM
7
Condor Capital Management
New Jersey
$13.5M +$269K +16,519 +2%
HP
8
Haven Private
Florida
$10.1M +$314K +19,309 +3%
KAS
9
Kestra Advisory Services
Texas
$9.25M +$1.58M +96,820 +21%
CCMG
10
Clark Capital Management Group
Pennsylvania
$8.81M +$6.73M +413,300 +322%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.45M +$856K +52,586 +11%
BA
12
Bard Associates
Illinois
$8.17M +$7.43M +456,480 +1,004%
Osaic Holdings
13
Osaic Holdings
Arizona
$7.7M -$956K -57,580 -11%
Stifel Financial
14
Stifel Financial
Missouri
$7.54M +$389K +23,889 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$6.88M +$125K +7,666 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.64M +$1.97M +120,810 +42%
NA
17
NewEdge Advisors
Louisiana
$6.19M +$3.16M +193,958 +104%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.12M +$60.9K +3,740 +1%
SPIA
19
Steward Partners Investment Advisory
New York
$5.72M -$1.91M -117,199 -25%
HH
20
Hilltop Holdings
Texas
$5.57M +$238K +14,594 +4%
NW
21
Naviter Wealth
Arkansas
$5.49M +$4.52M +277,663 +465%
VanEck Associates
22
VanEck Associates
New York
$5.44M +$5.43M +333,607 +51,562%
FIA
23
Foundations Investment Advisors
Arizona
$4.97M -$673K -41,322 -12%
Mariner
24
Mariner
Kansas
$4.89M +$469K +28,779 +11%
FLPIM
25
F.L. Putnam Investment Management
Massachusetts
$4.22M +$2.98M +182,743 +238%