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VanEck BDC Income ETF

230 hedge funds and large institutions have $673M invested in VanEck BDC Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $581M → $673M (+$92M)

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

6.13% more ownership

Funds ownership: 36.41%42.54% (+6.1%)

3% less funds holding

Funds holding: 236230 (-6)

86% less call options, than puts

Call options by funds: $185K | Put options by funds: $1.28M

Holders
230
Holders Change
-6
Holders Change %
-2.54%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
105
Reduced
56
Closed
25
Calls
$185K
Puts
$1.28M
Net Calls
-$1.1M
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$92.3M +$14.2M +885,913 +17%
Morgan Stanley
2
Morgan Stanley
New York
$88.3M +$19.3M +1,208,929 +26%
LPL Financial
3
LPL Financial
California
$41.1M +$1.34M +83,632 +3%
GAM
4
Generali Asset Management
Italy
$32.9M +$35.2M +2,200,000 New
Wells Fargo
5
Wells Fargo
California
$29.2M -$3.07M -191,814 -9%
Bank Julius Baer & Co
6
Bank Julius Baer & Co
Switzerland
$23.6M +$25.2M +1,576,354 New
IFG
7
Independent Financial Group
California
$17M +$1.56M +97,582 +9%
MHFA
8
Mission Hills Financial Advisory
California
$16.8M +$1.97M +122,931 +12%
UBS Group
9
UBS Group
Switzerland
$16.5M +$1.16M +72,393 +7%
QC
10
Quadrature Capital
United Kingdom
$15.8M +$17M +1,061,303 New
TC
11
Touchstone Capital
Pennsylvania
$15.5M +$16.6M +1,037,143 New
CCM
12
Condor Capital Management
New Jersey
$12.7M +$336K +21,038 +3%
KAS
13
Kestra Advisory Services
Texas
$10.9M +$2.56M +159,888 +28%
BA
14
Bard Associates
Illinois
$9.99M +$2.67M +166,826 +33%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.23M +$736K +46,071 +9%
HP
16
Haven Private
Florida
$9.17M -$71.1K -4,448 -0.7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.71M -$40.4K -2,525 -0.5%
CA
18
Cambridge Associates
Massachusetts
$6.89M +$7.37M +461,182 New
Raymond James Financial
19
Raymond James Financial
Florida
$6.87M +$592K +37,009 +9%
HH
20
Hilltop Holdings
Texas
$6.37M +$1.34M +84,066 +25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.11M +$19.7K +1,230 +0.3%
Stifel Financial
22
Stifel Financial
Missouri
$5.94M -$1.05M -65,693 -14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.35M -$285K -17,824 -5%
VanEck Associates
24
VanEck Associates
New York
$5.34M +$365K +22,861 +7%
NA
25
NewEdge Advisors
Louisiana
$5.28M -$431K -26,949 -7%

BIZD Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck BDC Income ETF (BIZD) for Q3 2025, worth a combined $673M — up 16% from $581M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BIZD positions and 25 closed out — a net gain of 3 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Generali Asset Management, opening a new position worth an estimated $35.2M. The largest seller was Clark Capital Management Group, cutting an estimated $5.13M.

  • 230 institutional investors held VanEck BDC Income ETF (BIZD) as of Q3 2025, down from 236 in Q2 2025.
  • Funds reported $673M of VanEck BDC Income ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 28 funds opened new VanEck BDC Income ETF positions in Q3 2025 and 25 closed out, a net change of +3 holders.
  • The largest VanEck BDC Income ETF buyer in Q3 2025 was Generali Asset Management, an estimated $35.2M added.
  • The largest VanEck BDC Income ETF seller in Q3 2025 was Clark Capital Management Group, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2025.