Etracs UBS BBG Cons Ma Ser BUCIBETF
13F holders, Q1 2024 (March 31)10holders
1famous investor
$25.51avg. 13F price*
At the end of Q1 2024, 10 institutions reported holding Etracs UBS BBG Cons Ma Ser B (UCIB) in their 13F filings. The largest holders were Legacy Wealth Asset Management, LLC ($3.4M), Envestnet Asset Management Inc. ($3.3M) and RHS Financial, LLC ($3.0M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Etracs UBS BBG Cons Ma Ser B
- Filed as
- UBS AG LONDON BRANCH (Q1 2024)
- CUSIP
- 90274D390
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $352K |
| Exits | 2 | $1.1M |
Ownership 10 holders
| Legacy Wealth Asset Management, LLC | 0.95% | Add +15.9% | 133,668 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.7% | 130,346 | $3.3M |
| RHS Financial, LLC | 1.73% | Reduce -13.7% | 116,263 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +115.9% | 32,011 | $816K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.2% | 23,365 | $596K |
| Bruce G. Allen Investments, LLC | 0.35% | No change | 16,538 | $422K |
| Fisher Asset Management | 0.00% | New | 13,800 | $352K |
| Corient Private Wealth LP | 0.00% | No change | 10,270 | $262K |
| Morgan Stanley | 0.00% | No change | 661 | $17K |
| JPMorgan Chase & Co. | 0.00% | No change | 180 | $5K |
"% of holder's portfolio" is UCIB's weight in each manager's 13F, not the share of Etracs UBS BBG Cons Ma Ser B the manager owns.