U.S. Equity High Volatility Put Write Index Fund
HVPW
HVPW was delisted on the 23rd of June, 2017.
7 hedge funds and large institutions have $4.03M invested in U.S. Equity High Volatility Put Write Index Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
310% more capital invested
Capital invested by funds: $984K → $4.03M (+$3.05M)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
75% more funds holding
Funds holding: 4 → 7 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.33M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$771K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
+$331K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$173K |
| 5 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$634K |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.67M | +$2.33M | +90,516 | +722% |
|
|
NYLIM
2
New York Life Investment Management
New York
| $775K | +$771K | +29,968 | New |
|
|
WA
3
WFG Advisors
Dallas,
Texas
| $333K | +$331K | +12,860 | New |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $174K | +$173K | +6,730 | New |
|
|
PAS
5
Partnervest Advisory Services
Santa Barbara,
California
| $43K | +$43K | +1,674 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | +$30.3K | +1,180 | New |
|
|
U
7
UBS
Zurich,
Switzerland
| $11K | +$3.14K | +122 | +38% |
|
|
CS
8
Credit Suisse
Zurich,
Switzerland
| – | -$634K | -24,900 | Closed |
|
|
9
Nomura Holdings
Tokyo,
Japan
| – | -$23K | -900 | Closed |
|
HVPW Hedge Fund Activity: Q3 2013 in Review
7 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity High Volatility Put Write Index Fund (HVPW) for Q3 2013, worth a combined $4.03M — up 310% from $984K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HVPW positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.33M. The largest seller was Credit Suisse, exiting entirely with an estimated $634K sold.
- 7 institutional investors held U.S. Equity High Volatility Put Write Index Fund (HVPW) as of Q3 2013, up from 4 in Q2 2013.
- Funds reported $4.03M of U.S. Equity High Volatility Put Write Index Fund stock for Q3 2013, up 310% quarter-over-quarter.
- 5 funds opened new U.S. Equity High Volatility Put Write Index Fund positions in Q3 2013 and 2 closed out, a net change of +3 holders.
- The largest U.S. Equity High Volatility Put Write Index Fund buyer in Q3 2013 was LPL Financial, an estimated $2.33M added.
- The largest U.S. Equity High Volatility Put Write Index Fund seller in Q3 2013 was Credit Suisse, an estimated $634K sold.
Based on aggregated 13F filings for Q3 2013.