iPath ETN linked to CBOE S&P 500 Buy Write Index
BWV was delisted on the 12th of April, 2018.
9 hedge funds and large institutions have $2.12M invested in iPath ETN linked to CBOE S&P 500 Buy Write Index in 2017 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
5% more capital invested
Capital invested by funds: $2.01M → $2.12M (+$105K)
0% more funds holding
Funds holding: 9 → 9 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$177K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$80.5K |
| 3 |
Morgan Stanley
New York
|
-$14.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $936K | +$308K | +4,320 | +50% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $775K | -$177K | -2,484 | -19% |
|
|
MFP
3
Mosaic Financial Partners
San Francisco,
California
| $253K | – | – | – |
|
|
4
Morgan Stanley
New York
| $99K | -$14.3K | -200 | -13% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $32K | – | – | – |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|
|
BBPWM
7
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $7K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $4K | -$80.5K | -1,128 | -96% |
|
BWV Hedge Fund Activity: Q1 2017 in Review
9 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) for Q1 2017, worth a combined $2.12M — up 5.2% from $2.01M a quarter earlier.
Fund positioning in BWV was balanced in Q1 2017: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $308K. The largest seller was Advisor Group, cutting an estimated $177K.
- 9 institutional investors held iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $2.12M of iPath ETN linked to CBOE S&P 500 Buy Write Index stock for Q1 2017, up 5.2% quarter-over-quarter.
- 0 funds opened new iPath ETN linked to CBOE S&P 500 Buy Write Index positions in Q1 2017 and 0 closed out.
- The largest iPath ETN linked to CBOE S&P 500 Buy Write Index buyer in Q1 2017 was Susquehanna International Group, an estimated $308K added.
- The largest iPath ETN linked to CBOE S&P 500 Buy Write Index seller in Q1 2017 was Advisor Group, an estimated $177K sold.
Based on aggregated 13F filings for Q1 2017.