UBS AG Etracs SL SH Co. C ETNSLVOETF
13F holders, Q1 2025 (March 31)16holders +6
8new positions
5sold out
$82.60avg. 13F price*
At the end of Q1 2025, 16 institutions reported holding UBS AG Etracs SL SH Co. C ETN (SLVO) in their 13F filings, up 6 from Q4 2024. 8 opened new positions and 5 sold out. The largest holders were Brookwood Investment Group LLC ($1.9M), UBS Group AG ($1.4M) and Belpointe Asset Management LLC ($718K).
- Company
- UBS AG Etracs SL SH Co. C ETN
- Filed as
- UBS AG JERSEY BRANCH (Q1 2025)
- CUSIP
- 22542D225
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 5 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 41,595 shares bought and 33,445 shares sold, net +8,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Brookwood Investment Group LLC | 0.33% | — | 23,468 | $1.9M |
| UBS Group AG | 0.00% | Add +19461.6% | 16,823 | $1.4M |
| Belpointe Asset Management LLC | 0.04% | New | 8,729 | $718K |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,859 | $564K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 5,624 | $463K |
| Mission Financial Group, LLC | 0.32% | — | 3,918 | $348K |
| Avantax Advisory Services, Inc. | 0.00% | Add +21.0% | 3,541 | $291K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.1% | 3,119 | $257K |
| Eastern Bank | 0.01% | New | 3,110 | $256K |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 2,870 | $236K |
| HRT Financial LP | 0.00% | New | 2,791 | $229K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,650 | $218K |
| City State Bank | 0.00% | New | 60 | $5K |
| Signaturefd, LLC | 0.00% | New | 13 | $1K |
| Vision Financial Markets LLC | 0.00% | New | 10 | $823 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $56 |
"% of holder's portfolio" is SLVO's weight in each manager's 13F, not the share of UBS AG Etracs SL SH Co. C ETN the manager owns.