AdvisorShares Hotel ETF
BEDZ
6 hedge funds and large institutions have $491K invested in AdvisorShares Hotel ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
1,435% more capital invested
Capital invested by funds: $32K → $491K (+$459K)
100% more funds holding
Funds holding: 3 → 6 (+3)
9.52% more ownership
Funds ownership: 0.71% → 10.23% (+9.5%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$261K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$211K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.07K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$182 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cerity Partners
New York
| $263K | +$261K | +11,486 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $212K | +$211K | +9,279 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $13.4K | +$3.07K | +135 | +30% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $2K | -$22.5K | -989 | -92% |
|
|
EWM
5
Evermay Wealth Management
Arlington,
Virginia
| $915 | – | – | – |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$182 | +8 | New |
|
BEDZ Hedge Fund Activity: Q4 2022 in Review
6 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Hotel ETF (BEDZ) for Q4 2022, worth a combined $491K — up 1,435% from $32K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BEDZ positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $261K. The largest seller was Osaic Holdings, cutting an estimated $22.5K.
- 6 institutional investors held AdvisorShares Hotel ETF (BEDZ) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $491K of AdvisorShares Hotel ETF stock for Q4 2022, up 1,435% quarter-over-quarter.
- 3 funds opened new AdvisorShares Hotel ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
- The largest AdvisorShares Hotel ETF buyer in Q4 2022 was Cerity Partners, an estimated $261K added.
- The largest AdvisorShares Hotel ETF seller in Q4 2022 was Osaic Holdings, an estimated $22.5K sold.
Based on aggregated 13F filings for Q4 2022.