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ProShares Short VIX Short-Term Futures ETF

62 hedge funds and large institutions have $172M invested in ProShares Short VIX Short-Term Futures ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

77% more funds holding

Funds holding: 3562 (+27)

63% more call options, than puts

Call options by funds: $163M | Put options by funds: $100M

20.8% less ownership

Funds ownership: 34.59%13.79% (-21%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

70% less capital invested

Capital invested by funds: $568M → $172M (-$396M)

Holders
62
Holders Change
+27
Holders Change %
+77.14%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
40
Increased
15
Reduced
5
Closed
13
Calls
$163M
Puts
$100M
Net Calls
+$63.2M
Net Calls Change
+$1.13B
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$450K +$2.21M +19,170 New
BA
27
Bristol Advisors
Pennsylvania
$411K +$2.02M +17,500 New
IFWM
28
Institute for Wealth Management
Colorado
$345K +$1.61M +14,000 New
BRC
29
Bell Rock Capital
Delaware
$329K +$1.53M +13,250 +1,767%
AC
30
AWH Capital
Texas
$294K +$1.44M +12,500 New
FAM
31
Flaharty Asset Management
Florida
$252K -$978K -8,483 -43%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$240K -$32.2M -279,038 -96%
KFA
33
Kays Financial Advisory
Georgia
$235K +$1.15M +10,000 New
MIH
34
Meitav Investment House
Israel
$221K +$1.08M +9,400 New
PAG
35
Private Advisor Group
New Jersey
$184K +$902K +7,825 New
PP
36
Paloma Partners
Connecticut
$169K +$830K +7,200 New
SPC
37
Sigma Planning Corp
Michigan
$124K +$610K +5,293 New
FAAS
38
First Allied Advisory Services
California
$117K +$576K +5,000 New
Citigroup
39
Citigroup
New York
$77K +$380K +3,301 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$70K
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$47K +$161K +1,400 +233%
EWM
42
Edge Wealth Management
New York
$47K +$230K +2,000 New
HI
43
Hudock Inc
Pennsylvania
$46K +$230K +2,000 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$40K -$40.3K -350 -15%
Nomura Holdings
45
Nomura Holdings
Japan
$34.5K +$105M +914,090 +33,398%
BI
46
Bramshill Investments
Florida
$26K +$130K +1,127 New
Walleye Trading
47
Walleye Trading
New York
$25K +$125K +1,081 New
LYV
48
Live Your Vision
Pennsylvania
$12K +$57.6K +500 New
TJHA
49
Thomas J. Herzfeld Advisors
Florida
$11K +$56.3K +489 New
CG
50
Cutler Group
California
$11K +$57.6K +500 New

SVXY Hedge Fund Activity: Q1 2018 in Review

62 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ProShares Short VIX Short-Term Futures ETF (SVXY) for Q1 2018, worth a combined $172M — down 70% from $568M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SVXY positions and 13 closed out — a net gain of 27 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $120M. The largest seller was Ibex Investors, exiting entirely with an estimated $76.7M sold.

  • 62 institutional investors held ProShares Short VIX Short-Term Futures ETF (SVXY) as of Q1 2018, up from 35 in Q4 2017.
  • Funds reported $172M of ProShares Short VIX Short-Term Futures ETF stock for Q1 2018, down 70% quarter-over-quarter.
  • 40 funds opened new ProShares Short VIX Short-Term Futures ETF positions in Q1 2018 and 13 closed out, a net change of +27 holders.
  • The largest ProShares Short VIX Short-Term Futures ETF buyer in Q1 2018 was Morgan Stanley, an estimated $120M added.
  • The largest ProShares Short VIX Short-Term Futures ETF seller in Q1 2018 was Ibex Investors, an estimated $76.7M sold.

Based on aggregated 13F filings for Q1 2018.