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BDCS

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

Delisted

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

17 hedge funds and large institutions have $8.87M invested in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

18% more capital invested

Capital invested by funds: $7.49M → $8.87M (+$1.39M)

11% less funds holding

Funds holding: 1917 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
1
1834 Investment Advisors
Wisconsin
$2.22M -$6.33K -275 -0.3%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$2.14M +$382K +16,570 +22%
ICOA
3
Investment Centers of America
North Dakota
$1.42M +$1.39M +60,351 New
VFS
4
VSR Financial Services
Kansas
$791K +$331K +14,375 +75%
Ameriprise
5
Ameriprise
Minnesota
$764K +$69.4K +3,013 +10%
AIG
6
American International Group
New York
$623K +$2.17K +94 +0.4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$609K -$112K -4,850 -16%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$186K
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$36K
WRM
10
Westport Resources Management
Connecticut
$32K -$13.8K -600 -31%
LIA
11
LS Investment Advisors
Michigan
$18K
Wells Fargo
12
Wells Fargo
California
$7K
NFG
13
Next Financial Group
Texas
$6K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6K
CFN
15
Cordasco Financial Network
Florida
$6K +$5.85K +254 New
Creative Planning
16
Creative Planning
Kansas
$5K
Jane Street
17
Jane Street
New York
-$400K -17,473 Closed
Simplex Trading
18
Simplex Trading
Illinois
-$289K -17,463 Closed
Bank of America
19
Bank of America
North Carolina
-$183K -8,000 Closed
BRWA
20
B. Riley Wealth Advisors
Florida
-$5 -200 Closed

BDCS Hedge Fund Activity: Q1 2015 in Review

17 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com (BDCS) for Q1 2015, worth a combined $8.87M — up 18% from $7.49M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BDCS and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was Investment Centers of America, opening a new position worth an estimated $1.39M. The largest seller was Jane Street, exiting entirely with an estimated $400K sold.

  • 17 institutional investors held UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com (BDCS) as of Q1 2015, down from 19 in Q4 2014.
  • Funds reported $8.87M of UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com stock for Q1 2015, up 18% quarter-over-quarter.
  • 2 funds opened new UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com positions in Q1 2015 and 4 closed out, a net change of -2 holders.
  • The largest UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com buyer in Q1 2015 was Investment Centers of America, an estimated $1.39M added.
  • The largest UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com seller in Q1 2015 was Jane Street, an estimated $400K sold.

Based on aggregated 13F filings for Q1 2015.