AdvisorShares Hotel ETF
BEDZ
2 hedge funds and large institutions have $124K invested in AdvisorShares Hotel ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 4 closing their positions.
7.41% less ownership
Funds ownership: 10.23% → 2.82% (-7.4%)
67% less funds holding
Funds holding: 6 → 2 (-4)
75% less capital invested
Capital invested by funds: $491K → $124K (-$367K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$263K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$212K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $123K | +$111K | +4,456 | +759% |
|
|
EWM
2
Evermay Wealth Management
Arlington,
Virginia
| $980 | – | – | – |
|
|
3
Cerity Partners
New York
| – | -$263K | -11,486 | Closed |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$212K | -9,279 | Closed |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| – | -$2K | -90 | Closed |
|
BEDZ Hedge Fund Activity: Q1 2023 in Review
2 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Hotel ETF (BEDZ) for Q1 2023, worth a combined $124K — down 75% from $491K a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BEDZ and 0 opened new positions — a net loss of 4 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $111K. The largest seller was Cerity Partners, exiting entirely with an estimated $263K sold.
- 2 institutional investors held AdvisorShares Hotel ETF (BEDZ) as of Q1 2023, down from 6 in Q4 2022.
- Funds reported $124K of AdvisorShares Hotel ETF stock for Q1 2023, down 75% quarter-over-quarter.
- 0 funds opened new AdvisorShares Hotel ETF positions in Q1 2023 and 4 closed out, a net change of -4 holders.
- The largest AdvisorShares Hotel ETF buyer in Q1 2023 was UBS Group, an estimated $111K added.
- The largest AdvisorShares Hotel ETF seller in Q1 2023 was Cerity Partners, an estimated $263K sold.
Based on aggregated 13F filings for Q1 2023.