MVO

MV Oil Trust
MVO

Overview Fund Activity

21 hedge funds and large institutions have $3.96M invested in MV Oil Trust in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
4
Closed
4
Calls
$335K
Puts
$490K
Net Calls
-$155K
Net Calls Change
+$610K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$407K
2
Citadel Advisors
2
Citadel Advisors
Florida
$453K
3
BlackRock
3
BlackRock
New York
$178K
4
Simplex Trading
4
Simplex Trading
Illinois
$43K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$242K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
SWM
2
Selective Wealth Management
Virginia
$853K
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$258K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
1
Symphony Financial
Texas
$924K 68,466 +429 +0.6%
SWM
2
Selective Wealth Management
Virginia
$853K 69,655 -10,688 -13%
Citadel Advisors
3
Citadel Advisors
Florida
$453K 33,239 +14,767 +80%
Morgan Stanley
4
Morgan Stanley
New York
$407K 29,865 +24,763 +485%
RWA
5
Redhawk Wealth Advisors
Minnesota
$258K 18,957 -4,085 -18%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$246K 18,050 – –
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$242K 17,740 +1,060 +6%
BlackRock
8
BlackRock
New York
$178K 13,026 +3,759 +41%
RAG
9
RIA Advisory Group
Iowa
$164K 12,000 – –
Bank of America
10
Bank of America
North Carolina
$55.2K 4,050 – –
SC
11
SouthState Corp
Florida
$54.5K 4,000 – –
Simplex Trading
12
Simplex Trading
Illinois
$43K 3,208 +3,208 New
UBS Group
13
UBS Group
Switzerland
$17K 1,247 +400 +47%
PA
14
PSI Advisors
Florida
$13.6K 1,000 -1,350 -57%
Osaic Holdings
15
Osaic Holdings
Arizona
$13.6K 1,000 – –
US Bancorp
16
US Bancorp
Minnesota
$13.6K 1,000 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K 700 -3,500 -83%
NECFA
18
New England Capital Financial Advisors
Connecticut
$9.54K 700 – –
MHR
19
Matthew Hamilton Rosenberg
$1.36K 100 – –
HI
20
Harbour Investments
Wisconsin
$1.36K 100 – –
Wells Fargo
21
Wells Fargo
California
$11 1 – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– – -29,322 Closed
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
– – -3,775 Closed
Group One Trading
24
Group One Trading
Illinois
– – -3,703 Closed
VAG
25
VisionPoint Advisory Group
Texas
– – -1,500 Closed
1
2