MicroSectors FANG & Innovation -3x Inverse Leveraged ETN
BERZ
4 hedge funds and large institutions have $4.35M invested in MicroSectors FANG & Innovation -3x Inverse Leveraged ETN in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
98% more capital invested
Capital invested by funds: $2.2M → $4.35M (+$2.16M)
0.52% more ownership
Funds ownership: 1.05% → 1.57% (+0.52%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.69M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$548K |
| 2 |
HF
HRT Financial
New York
|
-$227K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $3.89M | +$3.69M | +7,163 | +267% |
|
|
BRWA
2
B. Riley Wealth Advisors
Boca Raton,
Florida
| $455K | +$594K | +1,152 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $9.78K | -$7.22K | -14 | -36% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $1.15K | – | – | – |
|
|
GS
5
GTS Securities
New York
| – | -$548K | -1,047 | Closed |
|
|
HF
6
HRT Financial
New York
| – | -$227K | -434 | Closed |
|
BERZ Hedge Fund Activity: Q2 2024 in Review
4 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) for Q2 2024, worth a combined $4.35M — up 98% from $2.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BERZ and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.69M. The largest seller was GTS Securities, exiting entirely with an estimated $548K sold.
- 4 institutional investors held MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) as of Q2 2024, down from 5 in Q1 2024.
- Funds reported $4.35M of MicroSectors FANG & Innovation -3x Inverse Leveraged ETN stock for Q2 2024, up 98% quarter-over-quarter.
- 1 fund opened new MicroSectors FANG & Innovation -3x Inverse Leveraged ETN positions in Q2 2024 and 2 closed out, a net change of -1 holder.
- The largest MicroSectors FANG & Innovation -3x Inverse Leveraged ETN buyer in Q2 2024 was Susquehanna International Group, an estimated $3.69M added.
- The largest MicroSectors FANG & Innovation -3x Inverse Leveraged ETN seller in Q2 2024 was GTS Securities, an estimated $548K sold.
Based on aggregated 13F filings for Q2 2024.