ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
8 hedge funds and large institutions have $1.09M invested in ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
2,363% more capital inflows, than outflows
Capital inflows: $481K | Capital outflows: $19.5K
2.95% more ownership
Funds ownership: 2.42% → 5.36% (+2.9%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kingswood Wealth Advisors
San Diego,
California
|
+$454K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$17.9K |
| 2 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.64K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$19 |
BDCZ Hedge Fund Activity: Q3 2024 in Review
8 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 (BDCZ) for Q3 2024, worth a combined $1.09M — up 64% from $668K a quarter earlier.
Fund positioning in BDCZ was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Kingswood Wealth Advisors, opening a new position worth an estimated $454K. The largest seller was Concourse Financial Group Securities, cutting an estimated $17.9K.
- 8 institutional investors held ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 (BDCZ) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $1.09M of ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 stock for Q3 2024, up 64% quarter-over-quarter.
- 1 fund opened new ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 buyer in Q3 2024 was Kingswood Wealth Advisors, an estimated $454K added.
- The largest ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 seller in Q3 2024 was Concourse Financial Group Securities, an estimated $17.9K sold.
Based on aggregated 13F filings for Q3 2024.