BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

105 hedge funds and large institutions have $460M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
41
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$108M
2
Invesco
2
Invesco
Georgia
$28.4M
3
WP
3
Woodline Partners
California
$4.91M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$17M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
LSC
2
Logan Stone Capital
Illinois
$245K
3
OFG
3
OTA Financial Group
New York
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2M
5
QC
5
Quantedge Capital
Singapore
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.8M 224,380 +71,806 +47%
OC
27
Oppenheimer & Co
New York
$1.8M 223,560 +6,410 +3%
MC
28
Matisse Capital
Oregon
$1.69M 210,000 – –
WS
29
Wedbush Securities
California
$1.32M 164,532 +105,310 +178%
GC
30
Guggenheim Capital
Illinois
$1.13M 140,829 +32,702 +30%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.1M 136,673 +108,948 +393%
AAM
32
Advisors Asset Management
Colorado
$963K 119,930 +4,688 +4%
EP
33
EPIQ Partners
Minnesota
$874K 108,842 -46,141 -30%
SAM
34
Security Asset Management
New York
$862K 107,336 +107,336 New
PAG
35
Private Advisor Group
New Jersey
$837K 104,273 +12,174 +13%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$760K 94,648 +9,543 +11%
NW
37
NewEdge Wealth
Pennsylvania
$745K 92,807 +6,905 +8%
CD
38
Chapin Davis
Maryland
$614K 76,425 +4,800 +7%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$610K 75,962 -3,282 -4%
QL
40
Quarry LP
New York
$522K 65,000 +65,000 New
EP
41
Eudaimonia Partners
Tennessee
$455K 56,687 +2,169 +4%
SPIA
42
Steward Partners Investment Advisory
New York
$434K 54,051 – –
AWA
43
Amplius Wealth Advisors
Pennsylvania
$426K 53,113 -5,652 -10%
SIA
44
SkyView Investment Advisors
New Jersey
$402K 50,000 +50,000 New
AWS
45
Atria Wealth Solutions
New York
$393K 49,000 -1,800 -4%
VEA
46
Virtus ETF Advisers
New York
$370K 46,097 +4,169 +10%
BRWA
47
B. Riley Wealth Advisors
Florida
$292K 36,361 +4,097 +13%
HH
48
Hilltop Holdings
Texas
$286K 35,650 – –
IP
49
Ignite Planners
California
$283K 36,400 -2,800 -7%
Osaic Holdings
50
Osaic Holdings
Arizona
$266K 33,629 +14,981 +80%
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