ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
6 hedge funds and large institutions have $673K invested in ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.
2.12% less ownership
Funds ownership: 5.36% → 3.24% (-2.1%)
25% less funds holding
Funds holding: 8 → 6 (-2)
38% less capital invested
Capital invested by funds: $1.09M → $673K (-$420K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$57.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$455K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$35.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
CreativeOne Wealth
Overland Park,
Kansas
| $511K | +$57.8K | +3,047 | +13% |
|
|
LC
2
Lindbrook Capital
Calabasas,
California
| $77.6K | – | – | – |
|
|
CFGS
3
Concourse Financial Group Securities
Birmingham,
Alabama
| $43.7K | – | – | – |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $25.2K | – | – | – |
|
5
Morgan Stanley
New York
| $10.4K | – | – | – |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $4.66K | – | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $184 | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $9 | – | – | – |
|
|
CAM
9
Creekmur Asset Management
Morton,
Illinois
| $4 | – | – | – |
|
|
KWA
10
Kingswood Wealth Advisors
San Diego,
California
| – | -$455K | -23,873 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$35.8K | -1,879 | Closed |
|
BDCZ Hedge Fund Activity: Q4 2024 in Review
6 of the 7,593 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 Q4 2024, worth a combined $673K — down 38% from $1.09M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BDCZ and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was CreativeOne Wealth, adding an estimated $57.8K. The largest seller was Kingswood Wealth Advisors, exiting entirely with an estimated $455K sold.
- 6 institutional investors held ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 (BDCZ) as of Q4 2024, down from 8 in Q3 2024.
- Funds reported $673K of ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 stock for Q4 2024, down 38% quarter-over-quarter.
- 0 funds opened new ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 positions in Q4 2024 and 2 closed out, a net change of -2 holders.
- The largest ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 buyer in Q4 2024 was CreativeOne Wealth, an estimated $57.8K added.
- The largest ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 seller in Q4 2024 was Kingswood Wealth Advisors, an estimated $455K sold.
Based on aggregated 13F filings for Q4 2024.