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UWTI

VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9,

Delisted

UWTI was delisted on the 8th of December, 2016.

35 hedge funds and large institutions have $22.4M invested in VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

17% more funds holding

Funds holding: 3035 (+5)

5% less capital invested

Capital invested by funds: $23.5M → $22.4M (-$1.12M)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$5.22M -$8.03M -23,970 -60%
CS
2
Credit Suisse
Switzerland
$3.98M +$3.76M +11,205 +1,115%
VF
3
Virtu Financial
New York
$3.34M +$3.43M +10,239 New
Jane Street
4
Jane Street
New York
$2.45M -$4.07M -12,151 -62%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$2.17M +$2.23M +6,640 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.4M -$1.17M -3,497 -45%
OMC
7
Old Mission Capital
Illinois
$673K -$52.3K -156 -7%
CA
8
Commerzbank Aktiengesellschaft
Germany
$652K +$587K +1,750 +700%
Citigroup
9
Citigroup
New York
$397K +$409K +1,219 New
CT
10
CMT Trading
Illinois
$323K -$2.64M -7,886 -89%
VKH
11
Virtu KCG Holdings
New York
$290K +$208K +621 +230%
Creative Planning
12
Creative Planning
Kansas
$264K +$269K +802 +8,911%
ACM
13
Argentus Capital Management
Texas
$156K +$161K +479 New
HFM
14
Hartford Financial Management
Connecticut
$129K +$133K +396 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$127K -$202K -603 -61%
WA
16
WFG Advisors
Texas
$116K -$16.1K -48 -12%
Morgan Stanley
17
Morgan Stanley
New York
$106K -$103K -308 -49%
BRWA
18
B. Riley Wealth Advisors
Florida
$87K +$45.3K +135 +104%
PAG
19
Private Advisor Group
New Jersey
$75K
Bank of America
20
Bank of America
North Carolina
$65K +$33.5K +100 +100%
GF
21
Gerstein Fisher
New York
$65K +$67K +200 New
SPC
22
Sigma Planning Corp
Michigan
$59K +$5.03K +15 +9%
Citadel Advisors
23
Citadel Advisors
Florida
$55K +$56.6K +169 New
HSA
24
HBK Sorce Advisory
Pennsylvania
$48K +$3.69K +11 +8%
AW
25
ACG Wealth
Georgia
$39K +$1.68K +5 +4%

UWTI Hedge Fund Activity: Q2 2015 in Review

35 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, (UWTI) for Q2 2015, worth a combined $22.4M — down 4.8% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UWTI positions and 6 closed out — a net gain of 5 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Credit Suisse, adding an estimated $3.76M. The largest seller was Gendell Jeffrey L, cutting an estimated $8.03M.

  • 35 institutional investors held VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, (UWTI) as of Q2 2015, up from 30 in Q1 2015.
  • Funds reported $22.4M of VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, stock for Q2 2015, down 4.8% quarter-over-quarter.
  • 11 funds opened new VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, positions in Q2 2015 and 6 closed out, a net change of +5 holders.
  • The largest VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, buyer in Q2 2015 was Credit Suisse, an estimated $3.76M added.
  • The largest VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, seller in Q2 2015 was Gendell Jeffrey L, an estimated $8.03M sold.

Based on aggregated 13F filings for Q2 2015.