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AdvisorShares Hotel ETF

3 hedge funds and large institutions have $4.55K invested in AdvisorShares Hotel ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more capital invested

Capital invested by funds: $1.13K → $4.55K (+$3.43K)

50% more funds holding

Funds holding: 23 (+1)

0.09% more ownership

Funds ownership: 0.03%0.12% (+0.09%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.91K
2
Morgan Stanley
Morgan Stanley
New York
+$51

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.34K +$2.91K +114 +1,900%
EWM
2
Evermay Wealth Management
Virginia
$1.11K
Morgan Stanley
3
Morgan Stanley
New York
$94 +$51 +2 New

BEDZ Hedge Fund Activity: Q4 2023 in Review

3 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Hotel ETF (BEDZ) for Q4 2023, worth a combined $4.55K — up 304% from $1.13K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new BEDZ positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, adding an estimated $2.91K.

  • 3 institutional investors held AdvisorShares Hotel ETF (BEDZ) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $4.55K of AdvisorShares Hotel ETF stock for Q4 2023, up 304% quarter-over-quarter.
  • 1 fund opened new AdvisorShares Hotel ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
  • The largest AdvisorShares Hotel ETF buyer in Q4 2023 was UBS Group, an estimated $2.91K added.

Based on aggregated 13F filings for Q4 2023.