BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

84 hedge funds and large institutions have $374M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 19 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
30
Reduced
20
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$44.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Bank of America
3
Bank of America
North Carolina
$48.2M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$14.7M
5
CA
5
Corrado Advisors
New Jersey
$2.94M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$20.4M
2
RCM
2
Rivernorth Capital Management
Florida
$23.5M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
KIM
4
Karpus Investment Management
New York
$18.9M
5
SCM
5
Saba Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Activest Wealth Management
Florida
$14K 1,250 -2,463 -66%
TCWA
77
Ten Capital Wealth Advisors
Washington
$14K 1,250 – –
IA
78
IFP Advisors
Florida
$10K 521 +521 New
LWCFA
79
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K 480 – –
CIAS
80
CFS Investment Advisory Services
New Jersey
$5K 58,203 +58,203 New
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$4.66K 409 +5 +1%
PFS
82
Prospera Financial Services
Texas
$3K 288 +288 New
EW
83
Evoke Wealth
California
$1K 100 – –
PWMG
84
Prestige Wealth Management Group
New Jersey
$1K 47 – –
WAM
85
Weiss Asset Management
Massachusetts
– – -1,000,000 Closed
SCM
86
Saba Capital Management
New York
– – -330,770 Closed
Jane Street
87
Jane Street
New York
– – -203,384 Closed
VF
88
Virtu Financial
New York
– – -114,920 Closed
SCM
89
Segantii Capital Management
Hong Kong
– – -107,700 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– – -107,240 Closed
Walleye Capital
91
Walleye Capital
New York
– – -74,127 Closed
ICM
92
Ionic Capital Management
New York
– – -68,300 Closed
SA
93
Strategic Advisors
New York
– – -25,000 Closed
TSS
94
Two Sigma Securities
New York
– – -23,721 Closed
BMC
95
Beaton Management Company
Massachusetts
– – -17,900 Closed
BRWA
96
B. Riley Wealth Advisors
Florida
– – -14,800 Closed
Nomura Holdings
97
Nomura Holdings
Japan
– – -14,107 Closed
Walleye Trading
98
Walleye Trading
New York
– – -13,135 Closed
KWP
99
Keystone Wealth Partners
Arizona
– – -10,109 Closed
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
– – -1,000 Closed
1 2 3
4
5