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ProShares Ultra VIX Short-Term Futures ETF

20 hedge funds and large institutions have $85.8M invested in ProShares Ultra VIX Short-Term Futures ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $225M | Put options by funds: $178M

0.02% less ownership

Funds ownership: 0.02%0% (-0.02%)

9% less funds holding

Funds holding: 2220 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

73% less capital invested

Capital invested by funds: $318M → $85.8M (-$232M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
2
Reduced
5
Closed
14
Calls
$225M
Puts
$178M
Net Calls
+$46.9M
Net Calls Change
-$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$27.4M -$8.1M -79 -19%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$26.9M -$34.5M -336 -51%
Two Sigma Investments
3
Two Sigma Investments
New York
$13.5M +$16.8M +164 New
Simplex Trading
4
Simplex Trading
Illinois
$7.48M -$1.85M -18 -17%
TRCT
5
Tower Research Capital (TRC)
New York
$1.69M -$1.74M -17 -45%
XS
6
XR Securities
Illinois
$1.64M +$2.05M +20 New
Truist Financial
7
Truist Financial
North Carolina
$1.48M +$1.85M +18 New
Morgan Stanley
8
Morgan Stanley
New York
$1.17M +$410K +4 +40%
CI
9
Cavalier Investments
Georgia
$983K +$1.23M +12 New
Millennium Management
10
Millennium Management
New York
$655K
CG
11
Cutler Group
California
$458K -$3.08M -30 -83%
Bank of America
12
Bank of America
North Carolina
$421K +$513K +5 New
ACS
13
Archford Capital Strategies
Illinois
$393K +$513K +5 New
Verition Fund Management
14
Verition Fund Management
Connecticut
$328K +$410K +4 New
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$321K +$205K +2 +100%
BW
16
Bison Wealth
Georgia
$295K +$410K +4 New
CW
17
CreativeOne Wealth
Kansas
$279K +$308K +3 New
CCA
18
Cobblestone Capital Advisors
New York
$213K +$308K +3 New
MAWCM
19
Mine & Arao Wealth Creation & Management
California
$113K +$103K +1 New
Wells Fargo
20
Wells Fargo
California
$33K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.4K
WIM
22
Westside Investment Management
California
$29.5K
Citigroup
23
Citigroup
New York
$26K
PCM
24
Prelude Capital Management
New York
$10K
Osaic Holdings
25
Osaic Holdings
Arizona
$7K

UVXY Hedge Fund Activity: Q2 2020 in Review

20 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra VIX Short-Term Futures ETF (UVXY) for Q2 2020, worth a combined $85.8M — down 73% from $318M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UVXY and 12 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $16.8M. The largest seller was UBS Group, exiting entirely with an estimated $41.3M sold.

  • 20 institutional investors held ProShares Ultra VIX Short-Term Futures ETF (UVXY) as of Q2 2020, down from 22 in Q1 2020.
  • Funds reported $85.8M of ProShares Ultra VIX Short-Term Futures ETF stock for Q2 2020, down 73% quarter-over-quarter.
  • 12 funds opened new ProShares Ultra VIX Short-Term Futures ETF positions in Q2 2020 and 14 closed out, a net change of -2 holders.
  • The largest ProShares Ultra VIX Short-Term Futures ETF buyer in Q2 2020 was Two Sigma Investments, an estimated $16.8M added.
  • The largest ProShares Ultra VIX Short-Term Futures ETF seller in Q2 2020 was UBS Group, an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2020.