Who Owns BDCZ?
ETRACS MarketVector Business Development Companies Liquid Index ETN due April 26, 2041 — Institutional Ownership & 13F Holdings
$15.66
+0.36 (+2.36%)
Market Cap
$12.1M
Shares Outstanding
743,171
Institutional Holders
10
Total Inst. Value
$1.3M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
2
Closed Positions
1
Increased
3
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $564K | 29,286 |
| 2 | IMC-Chicago, LLCNew | $533K | 27,646 |
| 3 | UBS Group AGNew | $99K | 5,137 |
| 4 | Lindbrook Capital, LLC | $77K | 4,000 |
| 5 | MORGAN STANLEY | $19K | 1,037 |
| 6 | OSAIC HOLDINGS, INC. | $17K | 900 |
| 7 | WELLS FARGO & COMPANY/MN | $8K | 426 |
| 8 | Geneos Wealth Management Inc. | $5K | 240 |
| 9 | Creekmur Asset Management LLC | $4 | 0 |
| 10 | BANK OF AMERICA CORP /DE/ | $0 | 950 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CreativeOne Wealth, LLC | +3K | $564K |
| IMC-Chicago, LLCNew | +28K | $533K |
| UBS Group AGNew | +5K | $99K |
| MORGAN STANLEY | +500 | $19K |
| WELLS FARGO & COMPANY/MN | +426 | $8K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -400 | $17K |
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Frequently Asked Questions
How many institutional investors hold BDCZ?
As of Q1 2025, 10 institutional investors report holding BDCZ (ETRACS MarketVector Business Development Companies Liquid Index ETN due April 26, 2041) in their 13F filings.
Which hedge fund owns the most BDCZ?
The largest institutional holder of BDCZ is CreativeOne Wealth, LLC with $564K in shares.
Are institutions buying or selling BDCZ?
This quarter, 2 institutions opened new positions in BDCZ and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.