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VanEck BDC Income ETF

250 hedge funds and large institutions have $735M invested in VanEck BDC Income ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $673M → $735M (+$62.8M)

9% more funds holding

Funds holding: 230250 (+20)

3.42% more ownership

Funds ownership: 42.54%45.96% (+3.4%)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

54% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $8.17M

Holders
250
Holders Change
+20
Holders Change %
+8.7%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
56
Increased
86
Reduced
79
Closed
32
Calls
$3.74M
Puts
$8.17M
Net Calls
-$4.43M
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.1M +$6.39M +446,026 +8%
Bank of America
2
Bank of America
North Carolina
$82.7M -$5.03M -351,281 -6%
Wells Fargo
3
Wells Fargo
California
$62.6M +$35.3M +2,460,983 +126%
LPL Financial
4
LPL Financial
California
$36.4M -$2.73M -190,474 -7%
Two Sigma Investments
5
Two Sigma Investments
New York
$31.9M +$31.8M +2,217,800 +6,447%
GAM
6
Generali Asset Management
Italy
$31.2M
CA
7
Cambridge Associates
Massachusetts
$24.8M +$18.4M +1,286,774 +279%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$23.7M +$1.36M +94,843 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$19.9M +$13.5M +943,103 +205%
IFG
10
Independent Financial Group
California
$19.3M +$3.18M +222,139 +19%
MHFA
11
Mission Hills Financial Advisory
California
$17.2M +$1.29M +90,088 +8%
TCA
12
Transcend Capital Advisors
New Jersey
$15.4M +$15.6M +1,088,009 New
CCM
13
Condor Capital Management
New Jersey
$11.5M -$566K -39,497 -5%
BA
14
Bard Associates
Illinois
$10.6M +$1.16M +80,663 +12%
UBS Group
15
UBS Group
Switzerland
$9.91M -$5.78M -402,999 -37%
Lido Advisors
16
Lido Advisors
California
$8.32M +$5M +348,981 +155%
NW
17
Naviter Wealth
Arkansas
$7.79M +$3.05M +212,613 +63%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7M -$332K -23,133 -4%
HP
19
Haven Private
Florida
$6.69M -$2.03M -141,931 -23%
CCMG
20
Clark Capital Management Group
Pennsylvania
$6.06M +$2.97M +207,044 +94%
Stifel Financial
21
Stifel Financial
Missouri
$5.64M -$459 -32 -0%
QC
22
Quadrature Capital
United Kingdom
$5.55M -$9.6M -670,206 -63%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$5.22M +$4.88M +340,546 +1,243%
Fidelity International
24
Fidelity International
Bermuda
$5.07M +$3.67M +256,398 +253%
VanEck Associates
25
VanEck Associates
New York
$5.05M -$15.1K -1,054 -0.3%