AdvisorShares Hotel ETF
BEDZ
5 hedge funds and large institutions have $3.01M invested in AdvisorShares Hotel ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
4.87% more ownership
Funds ownership: 28.59% → 33.46% (+4.9%)
4% more capital invested
Capital invested by funds: $2.91M → $3.01M (+$103K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$211K |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$80.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UAS
United Asset Strategies
Garden City,
New York
|
-$262K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$41.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWP
1
Destiny Wealth Partners
Tavares,
Florida
| $2.77M | +$80.4K | +3,099 | +3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $215K | +$211K | +8,131 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $16K | -$41.8K | -1,612 | -72% |
|
|
NFG
4
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $2K | +$2.44K | +94 | New |
|
|
UAS
6
United Asset Strategies
Garden City,
New York
| – | -$262K | -10,322 | Closed |
|
BEDZ Hedge Fund Activity: Q4 2021 in Review
5 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Hotel ETF (BEDZ) for Q4 2021, worth a combined $3.01M — up 3.5% from $2.91M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BEDZ positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $211K. The largest seller was United Asset Strategies, exiting entirely with an estimated $262K sold.
- 5 institutional investors held AdvisorShares Hotel ETF (BEDZ) as of Q4 2021, up from 4 in Q3 2021.
- Funds reported $3.01M of AdvisorShares Hotel ETF stock for Q4 2021, up 3.5% quarter-over-quarter.
- 2 funds opened new AdvisorShares Hotel ETF positions in Q4 2021 and 1 closed out, a net change of +1 holder.
- The largest AdvisorShares Hotel ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $211K added.
- The largest AdvisorShares Hotel ETF seller in Q4 2021 was United Asset Strategies, an estimated $262K sold.
Based on aggregated 13F filings for Q4 2021.