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VanEck BDC Income ETF

234 hedge funds and large institutions have $694M invested in VanEck BDC Income ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 76

2.41% more ownership

Funds ownership: 45.96%48.38% (+2.4%)

6% less capital invested

Capital invested by funds: $735M → $694M (-$41.4M)

6% less funds holding

Funds holding: 250234 (-16)

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

40% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $42.3M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
234
Holders Change
-16
Holders Change %
-6.4%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
32
Increased
88
Reduced
76
Closed
42
Calls
$25.4M
Puts
$42.3M
Net Calls
-$16.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$97.6M +$24.2M +1,794,136 +31%
Morgan Stanley
2
Morgan Stanley
New York
$86.4M +$5.37M +398,822 +6%
Wells Fargo
3
Wells Fargo
California
$52.4M -$4.34M -322,229 -7%
LPL Financial
4
LPL Financial
California
$32.4M -$405K -30,105 -1%
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$30.6M +$9.64M +715,930 +43%
GAM
6
Generali Asset Management
Italy
$28.2M
Two Sigma Investments
7
Two Sigma Investments
New York
$27.2M -$1.75M -130,300 -6%
CA
8
Cambridge Associates
Massachusetts
$24.1M +$9.11M +676,672 +39%
Raymond James Financial
9
Raymond James Financial
Florida
$23.3M +$5.58M +414,452 +30%
IFG
10
Independent Financial Group
California
$16.9M -$588K -43,696 -3%
MHFA
11
Mission Hills Financial Advisory
California
$16M +$509K +37,818 +3%
TCA
12
Transcend Capital Advisors
New Jersey
$15.1M +$1.18M +87,791 +8%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$13M +$12.3M +910,861 +873%
CCM
14
Condor Capital Management
New Jersey
$9.6M -$840K -62,392 -8%
Lido Advisors
15
Lido Advisors
California
$7.2M -$166K -12,343 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.44M +$131K +9,763 +2%
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.29M +$2.08M +154,150 +46%
MOS
18
MGO One Seven
Ohio
$5.56M +$1.06M +78,916 +22%
EH
19
Equitable Holdings
New York
$5.54M +$1.36M +101,227 +35%
BCP
20
Berkeley Capital Partners
Georgia
$5.37M +$5.64M +419,203 New
CCMG
21
Clark Capital Management Group
Pennsylvania
$5.28M -$198K -14,678 -3%
Cerity Partners
22
Cerity Partners
New York
$4.98M +$1.63M +121,161 +45%
UBS Group
23
UBS Group
Switzerland
$4.82M -$4.34M -322,129 -46%
Stifel Financial
24
Stifel Financial
Missouri
$4.81M -$290K -21,539 -5%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$4.68M +$4.92M +365,388 New