BDCS

UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com
BDCS

Overview Fund Activity
Delisted

BDCS was delisted on the 25th of November, 2020.

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15 hedge funds and large institutions have $6.43M invested in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$775K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$845K
3
1IA
3
1834 Investment Advisors
Wisconsin
$2.43M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$273K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$209K

Top Sellers

1
SCG
1
Strategic Capital Group
Washington
$0
2
VFS
2
VSR Financial Services
Kansas
$277K
3
AIG
3
American International Group
New York
$488K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8K
5
Wells Fargo
5
Wells Fargo
California
$41K
Name Market Value Shares Shares
Change 		Shares
Change %
1IA
1
1834 Investment Advisors
Wisconsin
$2.43M 91,650 +9,550 +12%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$845K 31,925 +14,025 +78%
MWM
3
Merriman Wealth Management
Washington
$775K 30,256 +30,256 New
Ameriprise
4
Ameriprise
Minnesota
$726K 27,420 +3,265 +14%
AIG
5
American International Group
New York
$488K 18,431 -681 -4%
Deutsche Bank
6
Deutsche Bank
Germany
$323K 12,225 – –
VFS
7
VSR Financial Services
Kansas
$277K 10,477 -3,161 -23%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$273K 10,295 +8,209 +394%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$209K 7,900 +7,900 New
Wells Fargo
10
Wells Fargo
California
$41K 1,550 -111 -7%
LIA
11
LS Investment Advisors
Michigan
$20K 760 – –
WRM
12
Westport Resources Management
Connecticut
$9K 350 +200 +133%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8K 290 -420 -59%
BRWA
14
B. Riley Wealth Advisors
Florida
$5.29K 200 +200 New
Creative Planning
15
Creative Planning
Kansas
$5K 200 – –
SCG
16
Strategic Capital Group
Washington
– – -3,689 Closed