iPath ETN linked to CBOE S&P 500 Buy Write Index
BWV was delisted on the 12th of April, 2018.
8 hedge funds and large institutions have $2.83M invested in iPath ETN linked to CBOE S&P 500 Buy Write Index in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
19% more capital invested
Capital invested by funds: $2.37M → $2.83M (+$459K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.86M |
| 2 |
Jane Street
New York
|
+$235K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$45.9K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$17.2K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$5.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.69M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.91M | +$1.86M | +32,462 | New |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $339K | +$17.2K | +300 | +5% |
|
|
3
Jane Street
New York
| $240K | +$235K | +4,094 | New |
|
|
AIG
4
American International Group
New York
| $229K | – | – | – |
|
|
U
5
UBS
Zurich,
Switzerland
| $56K | -$109K | -1,894 | -66% |
|
|
6
Creative Planning
Overland Park,
Kansas
| $47K | +$45.9K | +800 | New |
|
7
Wells Fargo
San Francisco,
California
| $7K | – | – | – |
|
|
BBPWM
8
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $6K | +$5.73K | +100 | New |
|
|
9
State Street
Boston,
Massachusetts
| – | -$1.69M | -30,350 | Closed |
|
BWV Hedge Fund Activity: Q4 2013 in Review
8 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) for Q4 2013, worth a combined $2.83M — up 19% from $2.37M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BWV positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.86M. The largest seller was State Street, exiting entirely with an estimated $1.69M sold.
- 8 institutional investors held iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) as of Q4 2013, up from 5 in Q3 2013.
- Funds reported $2.83M of iPath ETN linked to CBOE S&P 500 Buy Write Index stock for Q4 2013, up 19% quarter-over-quarter.
- 4 funds opened new iPath ETN linked to CBOE S&P 500 Buy Write Index positions in Q4 2013 and 1 closed out, a net change of +3 holders.
- The largest iPath ETN linked to CBOE S&P 500 Buy Write Index buyer in Q4 2013 was Susquehanna International Group, an estimated $1.86M added.
- The largest iPath ETN linked to CBOE S&P 500 Buy Write Index seller in Q4 2013 was State Street, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2013.