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HVPW

U.S. Equity High Volatility Put Write Index Fund

Delisted

HVPW was delisted on the 23rd of June, 2017.

24 hedge funds and large institutions have $10.4M invested in U.S. Equity High Volatility Put Write Index Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 2324 (+1)

29% less capital invested

Capital invested by funds: $14.7M → $10.4M (-$4.24M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.9M -$5.03M -256,031 -56%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.09M +$1.1M +56,005 New
LPL Financial
3
LPL Financial
California
$909K +$65.8K +3,349 +8%
SFM
4
Signet Financial Management
New Jersey
$807K -$84.5K -4,304 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$746K +$15.4K +783 +2%
RJA
6
Raymond James & Associates
Florida
$621K +$629K +32,020 New
Jane Street
7
Jane Street
New York
$618K -$316K -16,078 -34%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$328K +$197K +10,050 +147%
Citadel Advisors
9
Citadel Advisors
Florida
$247K -$418K -21,307 -63%
VKH
10
Virtu KCG Holdings
New York
$216K -$480K -24,428 -69%
RIL
11
Rothschild Investment LLC
Illinois
$209K +$212K +10,775 New
CA
12
Cetera Advisors
Colorado
$195K +$197K +10,052 New
JP Morgan Chase
13
JP Morgan Chase
New York
$180K
UBS Group
14
UBS Group
Switzerland
$97K -$32.8K -1,670 -25%
CFN
15
Cordasco Financial Network
Florida
$87K
TFA
16
Transamerica Financial Advisors
Florida
$75K +$75.7K +3,855 New
SPIA
17
Steward Partners Investment Advisory
New York
$59K +$59.8K +3,047 New
NR
18
Newfound Research
Massachusetts
$15K +$1.69K +86 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12K
AG
20
Advisor Group
Arizona
$5K
BWA
21
Burt Wealth Advisors
Maryland
$5K
Morgan Stanley
22
Morgan Stanley
New York
$3K
Wells Fargo
23
Wells Fargo
California
$2K -$4.52K -230 -74%
CPIG
24
Chicago Partners Investment Group
Illinois
-$77K -3,900 Closed
RFA
25
Reilly Financial Advisors
California
-$10K -500 Closed

HVPW Hedge Fund Activity: Q4 2016 in Review

24 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity High Volatility Put Write Index Fund (HVPW) for Q4 2016, worth a combined $10.4M — down 29% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HVPW positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.1M. The largest seller was Bank of America, cutting an estimated $5.03M.

  • 24 institutional investors held U.S. Equity High Volatility Put Write Index Fund (HVPW) as of Q4 2016, up from 23 in Q3 2016.
  • Funds reported $10.4M of U.S. Equity High Volatility Put Write Index Fund stock for Q4 2016, down 29% quarter-over-quarter.
  • 6 funds opened new U.S. Equity High Volatility Put Write Index Fund positions in Q4 2016 and 4 closed out, a net change of +2 holders.
  • The largest U.S. Equity High Volatility Put Write Index Fund buyer in Q4 2016 was Susquehanna International Group, an estimated $1.1M added.
  • The largest U.S. Equity High Volatility Put Write Index Fund seller in Q4 2016 was Bank of America, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2016.