U.S. Equity High Volatility Put Write Index Fund
HVPW
HVPW was delisted on the 23rd of June, 2017.
23 hedge funds and large institutions have $14.7M invested in U.S. Equity High Volatility Put Write Index Fund in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
12% more capital invested
Capital invested by funds: $13.1M → $14.7M (+$1.52M)
8% less funds holding
Funds holding: 25 → 23 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.51M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$674K |
| 3 |
Jane Street
New York
|
+$397K |
| 4 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$133K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$1.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$691K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$648K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$253K |
| 5 |
LPL Financial
San Diego,
California
|
-$144K |
HVPW Hedge Fund Activity: Q3 2016 in Review
23 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity High Volatility Put Write Index Fund (HVPW) for Q3 2016, worth a combined $14.7M — up 12% from $13.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HVPW and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.
The largest buyer was Bank of America, adding an estimated $3.51M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $1.4M sold.
- 23 institutional investors held U.S. Equity High Volatility Put Write Index Fund (HVPW) as of Q3 2016, down from 25 in Q2 2016.
- Funds reported $14.7M of U.S. Equity High Volatility Put Write Index Fund stock for Q3 2016, up 12% quarter-over-quarter.
- 2 funds opened new U.S. Equity High Volatility Put Write Index Fund positions in Q3 2016 and 3 closed out, a net change of -1 holder.
- The largest U.S. Equity High Volatility Put Write Index Fund buyer in Q3 2016 was Bank of America, an estimated $3.51M added.
- The largest U.S. Equity High Volatility Put Write Index Fund seller in Q3 2016 was Financial Enhancement Group, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2016.