AdvisorShares Hotel ETF
BEDZ
4 hedge funds and large institutions have $2.91M invested in AdvisorShares Hotel ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
25% more capital invested
Capital invested by funds: $2.32M → $2.91M (+$590K)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.94% less ownership
Funds ownership: 29.53% → 28.59% (-0.94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UAS
United Asset Strategies
Garden City,
New York
|
+$246K |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$241K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWP
1
Destiny Wealth Partners
Tavares,
Florida
| $2.58M | +$241K | +10,130 | +11% |
|
|
UAS
2
United Asset Strategies
Garden City,
New York
| $262K | +$246K | +10,322 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $57K | +$3.07K | +129 | +6% |
|
|
NFG
4
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$17K | -704 | Closed |
|
BEDZ Hedge Fund Activity: Q3 2021 in Review
4 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Hotel ETF (BEDZ) for Q3 2021, worth a combined $2.91M — up 25% from $2.32M a quarter earlier.
Fund positioning in BEDZ was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was United Asset Strategies, opening a new position worth an estimated $246K. The largest seller was UBS Group, exiting entirely with an estimated $17K sold.
- 4 institutional investors held AdvisorShares Hotel ETF (BEDZ) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $2.91M of AdvisorShares Hotel ETF stock for Q3 2021, up 25% quarter-over-quarter.
- 1 fund opened new AdvisorShares Hotel ETF positions in Q3 2021 and 1 closed out, a net change of 0 holders.
- The largest AdvisorShares Hotel ETF buyer in Q3 2021 was United Asset Strategies, an estimated $246K added.
- The largest AdvisorShares Hotel ETF seller in Q3 2021 was UBS Group, an estimated $17K sold.
Based on aggregated 13F filings for Q3 2021.