Who Owns SLVO?
UBS AG ETRACS Silver Shares Covered Call ETN — Institutional Ownership & 13F Holdings
$85.45
-1.30 (-1.50%)
Market Cap
$307.0M
Shares Outstanding
3,108,462
Institutional Holders
16
Total Inst. Value
$6.1M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
10
Closed Positions
6
Increased
4
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Brookwood Investment Group LLCNew | $1.9M | 23,468 |
| 2 | UBS Group AG | $1.4M | 16,823 |
| 3 | Belpointe Asset Management LLCNew | $718K | 8,729 |
| 4 | Kingsview Wealth Management, LLCNew | $564K | 6,859 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $463K | 5,624 |
| 6 | AVANTAX ADVISORY SERVICES, INC. | $291K | 3,541 |
| 7 | EASTERN BANKNew | $256K | 3,110 |
| 8 | OSAIC HOLDINGS, INC. | $236K | 2,870 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLCNew | $218K | 2,650 |
| 10 | City State BankNew | $5K | 60 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Brookwood Investment Group LLCNew | +23K | $1.9M |
| UBS Group AG | +17K | $1.4M |
| Belpointe Asset Management LLCNew | +9K | $718K |
| Kingsview Wealth Management, LLCNew | +7K | $564K |
| AVANTAX ADVISORY SERVICES, INC. | +614 | $291K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -100 | $256 |
| ENVESTNET ASSET MANAGEMENT INC | -19 | $463K |
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Frequently Asked Questions
How many institutional investors hold SLVO?
As of Q1 2025, 16 institutional investors report holding SLVO (UBS AG ETRACS Silver Shares Covered Call ETN) in their 13F filings.
Which hedge fund owns the most SLVO?
The largest institutional holder of SLVO is Brookwood Investment Group LLC with $1.9M in shares.
Are institutions buying or selling SLVO?
This quarter, 10 institutions opened new positions in SLVO and 6 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.