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 $2.44M invested in iPath ETN linked to CBOE S&P 500 Buy Write Index in 2017 Q2 according to their latest regulatory filings, with funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
16% more capital invested
Capital invested by funds: $2.12M → $2.44M (+$328K)
11% less funds holding
Funds holding: 9 → 8 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$194K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$39.6K |
| 3 |
Morgan Stanley
New York
|
+$24.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.16M | +$194K | +2,645 | +20% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $839K | +$39.6K | +539 | +5% |
|
|
MFP
3
Mosaic Financial Partners
San Francisco,
California
| $261K | – | – | – |
|
|
4
Morgan Stanley
New York
| $127K | +$24.9K | +339 | +25% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $33K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $14K | +$10.7K | +146 | +286% |
|
|
BBPWM
7
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $7K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$9K | -119 | Closed |
|
BWV Hedge Fund Activity: Q2 2017 in Review
8 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) for Q2 2017, worth a combined $2.44M — up 16% from $2.12M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of BWV and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, adding an estimated $194K. The largest seller was Ladenburg Thalmann Financial Services, exiting entirely with an estimated $9K sold.
- 8 institutional investors held iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) as of Q2 2017, down from 9 in Q1 2017.
- Funds reported $2.44M of iPath ETN linked to CBOE S&P 500 Buy Write Index stock for Q2 2017, up 16% quarter-over-quarter.
- 0 funds opened new iPath ETN linked to CBOE S&P 500 Buy Write Index positions in Q2 2017 and 1 closed out, a net change of -1 holder.
- The largest iPath ETN linked to CBOE S&P 500 Buy Write Index buyer in Q2 2017 was Susquehanna International Group, an estimated $194K added.
- The largest iPath ETN linked to CBOE S&P 500 Buy Write Index seller in Q2 2017 was Ladenburg Thalmann Financial Services, an estimated $9K sold.
Based on aggregated 13F filings for Q2 2017.