MVO

MV Oil Trust
MVO

Overview Fund Activity

24 hedge funds and large institutions have $3.99M invested in MV Oil Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
3
Closed
4
Calls
$589K
Puts
$1.35M
Net Calls
-$765K
Net Calls Change
+$218K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$236K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$213K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$48.2K
4
Group One Trading
Group One Trading
Illinois
$47.3K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$54K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$374K
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
SF
Symphony Financial
Texas
$870K
4
ASN
Advisory Services Network
Georgia
$0
5
WAM
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1
Selective Wealth Management
Virginia
$1.09M +$1.09M +80,343 New
SF
2
Symphony Financial
Texas
$870K -$132K -10,349 -13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$374K -$270K -21,114 -42%
RWA
4
Redhawk Wealth Advisors
Minnesota
$291K – – –
Citadel Advisors
5
Citadel Advisors
Florida
$236K +$236K +18,472 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$230K – – –
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$213K +$84.6K +6,623 +66%
RAG
8
RIA Advisory Group
Iowa
$153K – – –
BlackRock
9
BlackRock
New York
$118K – – –
Morgan Stanley
10
Morgan Stanley
New York
$65.2K +$7.68K +601 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54K +$45K +3,500 +500%
Bank of America
12
Bank of America
North Carolina
$51.7K +$35.1K +2,750 +212%
SC
13
SouthState Corp
Florida
$50.6K – – –
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$48.2K +$48.2K +3,775 New
Group One Trading
15
Group One Trading
Illinois
$47.3K +$47.3K +3,703 New
PA
16
PSI Advisors
Florida
$30K -$5.11K -400 -15%
VAG
17
VisionPoint Advisory Group
Texas
$19K +$19K +1,500 New
Osaic Holdings
18
Osaic Holdings
Arizona
$12.8K – – –
US Bancorp
19
US Bancorp
Minnesota
$12.8K +$12.8K +1,000 New
UBS Group
20
UBS Group
Switzerland
$10.8K – – –
NECFA
21
New England Capital Financial Advisors
Connecticut
$8.94K – – –
HI
22
Harbour Investments
Wisconsin
$1.28K – – –
MHR
23
Matthew Hamilton Rosenberg
$1.28K – – –
Wells Fargo
24
Wells Fargo
California
$10 +$10 +1 New
Marshall Wace
25
Marshall Wace
United Kingdom
– -$181K -15,240 Closed
1
2