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 $2.96M invested in iPath ETN linked to CBOE S&P 500 Buy Write Index in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
3% more capital invested
Capital invested by funds: $2.86M → $2.96M (+$100K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$115K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$63.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$138K |
| 2 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$27.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.85M | +$115K | +1,489 | +7% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $609K | -$138K | -1,792 | -19% |
|
|
MFP
3
Mosaic Financial Partners
San Francisco,
California
| $207K | -$27.8K | -360 | -12% |
|
4
Morgan Stanley
New York
| $129K | – | – | – |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $64K | +$63.2K | +819 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $62K | +$3.32K | +43 | +6% |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | – | – | – |
|
|
BBPWM
8
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $7K | – | – | – |
|
BWV Hedge Fund Activity: Q4 2017 in Review
9 of the 4,409 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 2017, worth a combined $2.96M — up 3.5% from $2.86M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BWV positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $115K. The largest seller was Advisor Group, cutting an estimated $138K.
- 9 institutional investors held iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) as of Q4 2017, up from 8 in Q3 2017.
- Funds reported $2.96M of iPath ETN linked to CBOE S&P 500 Buy Write Index stock for Q4 2017, up 3.5% quarter-over-quarter.
- 1 fund opened new iPath ETN linked to CBOE S&P 500 Buy Write Index positions in Q4 2017 and 0 closed out, a net change of +1 holder.
- The largest iPath ETN linked to CBOE S&P 500 Buy Write Index buyer in Q4 2017 was Susquehanna International Group, an estimated $115K added.
- The largest iPath ETN linked to CBOE S&P 500 Buy Write Index seller in Q4 2017 was Advisor Group, an estimated $138K sold.
Based on aggregated 13F filings for Q4 2017.