We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF

236 hedge funds and large institutions have $581M invested in VanEck BDC Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

71% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 59

10% more capital invested

Capital invested by funds: $529M → $581M (+$51.7M)

8% more funds holding

Funds holding: 218236 (+18)

0.74% more ownership

Funds ownership: 35.68%36.41% (+0.74%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

64% less call options, than puts

Call options by funds: $435K | Put options by funds: $1.22M

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
38
Increased
101
Reduced
59
Closed
17
Calls
$435K
Puts
$1.22M
Net Calls
-$781K
Net Calls Change
-$873K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$86.2M +$31.9M +2,038,234 +63%
Morgan Stanley
2
Morgan Stanley
New York
$76.5M +$3.56M +227,622 +5%
LPL Financial
3
LPL Financial
California
$43.5M -$1.99M -127,289 -5%
Wells Fargo
4
Wells Fargo
California
$34.9M +$8.31M +531,144 +33%
IFG
5
Independent Financial Group
California
$17M +$1.98M +126,466 +14%
UBS Group
6
UBS Group
Switzerland
$16.8M -$6.81M -435,303 -30%
MHFA
7
Mission Hills Financial Advisory
California
$16.3M +$2.09M +133,636 +15%
CCM
8
Condor Capital Management
New Jersey
$13.5M +$259K +16,519 +2%
HP
9
Haven Private
Florida
$10.1M +$302K +19,309 +3%
KAS
10
Kestra Advisory Services
Texas
$9.25M +$1.52M +96,820 +21%
CCMG
11
Clark Capital Management Group
Pennsylvania
$8.81M +$6.47M +413,300 +322%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.78M +$273K +17,409 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.45M +$823K +52,586 +11%
BA
14
Bard Associates
Illinois
$8.17M +$7.15M +456,480 +1,004%
Stifel Financial
15
Stifel Financial
Missouri
$7.54M +$374K +23,889 +5%
Raymond James Financial
16
Raymond James Financial
Florida
$6.88M +$120K +7,666 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.64M +$1.89M +120,810 +42%
NA
18
NewEdge Advisors
Louisiana
$6.19M +$3.04M +193,958 +104%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.12M +$58.5K +3,740 +1%
SPIA
20
Steward Partners Investment Advisory
New York
$5.72M -$1.83M -117,199 -25%
HH
21
Hilltop Holdings
Texas
$5.57M +$228K +14,594 +4%
NW
22
Naviter Wealth
Arkansas
$5.49M +$4.35M +277,663 +465%
VanEck Associates
23
VanEck Associates
New York
$5.44M +$5.22M +333,607 +51,562%
FIA
24
Foundations Investment Advisors
Arizona
$4.97M -$647K -41,322 -12%
Mariner
25
Mariner
Kansas
$4.89M +$450K +28,779 +11%

BIZD Hedge Fund Activity: Q2 2025 in Review

236 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q2 2025, worth a combined $581M — up 9.8% from $529M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BIZD positions and 17 closed out — a net gain of 21 holders — while 101 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $31.9M. The largest seller was Nan Fung Trinity, exiting entirely with an estimated $7.96M sold.

  • 236 institutional investors held VanEck BDC Income ETF (BIZD) as of Q2 2025, up from 218 in Q1 2025.
  • Funds reported $581M of VanEck BDC Income ETF stock for Q2 2025, up 9.8% quarter-over-quarter.
  • 38 funds opened new VanEck BDC Income ETF positions in Q2 2025 and 17 closed out, a net change of +21 holders.
  • The largest VanEck BDC Income ETF buyer in Q2 2025 was Bank of America, an estimated $31.9M added.
  • The largest VanEck BDC Income ETF seller in Q2 2025 was Nan Fung Trinity, an estimated $7.96M sold.

Based on aggregated 13F filings for Q2 2025.