Janus Velocity Volatility Hedged Large Cap ETF
SPXH
SPXH was delisted on the 20th of March, 2018.
9 hedge funds and large institutions have $27.1M invested in Janus Velocity Volatility Hedged Large Cap ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
35% more capital invested
Capital invested by funds: $20.1M → $27.1M (+$7.05M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$3.49M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.43M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$1.22M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$973K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$675K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$978K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$46.7K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IIC
1
Ironwood Investment Counsel
Scottsdale,
Arizona
| $13.1M | +$357K | +11,916 | +3% |
|
|
IFWM
2
Institute for Wealth Management
Denver,
Colorado
| $8.43M | +$3.49M | +116,670 | +70% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.81M | +$973K | +32,535 | +115% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.42M | +$1.43M | +47,879 | New |
|
|
EK
5
Evensky & Katz
Coral Gables,
Florida
| $1.21M | +$1.22M | +40,743 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $672K | +$675K | +22,574 | New |
|
|
7
Jane Street
New York
| $445K | -$978K | -32,687 | -69% |
|
|
U
8
UBS
Zurich,
Switzerland
| $47K | +$47.6K | +1,592 | New |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $40K | -$1.5K | -50 | -4% |
|
|
BRWA
10
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$46.7K | -1,562 | Closed |
|
SPXH Hedge Fund Activity: Q3 2014 in Review
9 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Janus Velocity Volatility Hedged Large Cap ETF (SPXH) for Q3 2014, worth a combined $27.1M — up 35% from $20.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPXH positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Institute for Wealth Management, adding an estimated $3.49M. The largest seller was Jane Street, cutting an estimated $978K.
- 9 institutional investors held Janus Velocity Volatility Hedged Large Cap ETF (SPXH) as of Q3 2014, up from 6 in Q2 2014.
- Funds reported $27.1M of Janus Velocity Volatility Hedged Large Cap ETF stock for Q3 2014, up 35% quarter-over-quarter.
- 4 funds opened new Janus Velocity Volatility Hedged Large Cap ETF positions in Q3 2014 and 1 closed out, a net change of +3 holders.
- The largest Janus Velocity Volatility Hedged Large Cap ETF buyer in Q3 2014 was Institute for Wealth Management, an estimated $3.49M added.
- The largest Janus Velocity Volatility Hedged Large Cap ETF seller in Q3 2014 was Jane Street, an estimated $978K sold.
Based on aggregated 13F filings for Q3 2014.