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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.

37 hedge funds and large institutions have $39.9M invested in VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

18% less funds holding

Funds holding: 4537 (-8)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

35% less capital invested

Capital invested by funds: $61.3M → $39.9M (-$21.4M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
37
Holders Change
-8
Holders Change %
-17.78%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
10
Reduced
6
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$20.4M +$18.1M +850,000 +793%
Jane Street
2
Jane Street
New York
$14.4M +$1.52M +71,283 +12%
ED
3
Exane Derivatives
France
$818K +$819K +38,409 New
AAA
4
Adams Asset Advisors
Texas
$814K +$815K +38,235 New
JT
5
Jump Trading
Illinois
$645K +$487K +22,852 +307%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$523K -$1.81M -84,701 -78%
PFA
7
Paradigm Financial Advisors
Missouri
$410K +$411K +19,263 New
GA
8
Geneva Advisors
Illinois
$320K +$321K +15,051 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$316K +$249K +11,693 +371%
VKH
10
Virtu KCG Holdings
New York
$261K -$278K -13,035 -52%
OMC
11
Old Mission Capital
Illinois
$216K +$61.4K +2,879 +40%
BW
12
Bison Wealth
Georgia
$216K +$217K +10,159 New
IWMPD
13
Integrated Wealth Management (Palm Desert)
California
$109K +$107K +5,000 +4,545%
Citigroup
14
Citigroup
New York
$86K +$86.1K +4,038 New
Creative Planning
15
Creative Planning
Kansas
$70K -$3.99K -187 -5%
UBS Group
16
UBS Group
Switzerland
$70K +$60.1K +2,820 +590%
WA
17
WFG Advisors
Texas
$62K +$21.5K +1,010 +53%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$44K +$43.2K +2,026 New
FAM
19
Formidable Asset Management
Ohio
$32K
SSB
20
Sandy Spring Bank
Maryland
$11K +$8.53K +400 +400%
TCM
21
Tradewinds Capital Management
Washington
$7K +$7.46K +350 New
BAM
22
Brave Asset Management
New Jersey
$6K -$1.07K -50 -14%
Morgan Stanley
23
Morgan Stanley
New York
$6K +$4.26K +200 +333%
FMP
24
Financial Management Professionals
Texas
$6K +$6.4K +300 New
VIA
25
Vantage Investment Advisors
Pennsylvania
$3K +$2.56K +120 New

UWTI Hedge Fund Activity: Q1 2016 in Review

37 of the 3,753 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 Q1 2016, worth a combined $39.9M — down 35% from $61.3M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of UWTI and 18 opened new positions — a net loss of 8 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Credit Suisse, adding an estimated $18.1M. The largest seller was Stonehage Fleming Financial Services, exiting entirely with an estimated $7.13M sold.

  • 37 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 Q1 2016, down from 45 in Q4 2015.
  • Funds reported $39.9M of VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, stock for Q1 2016, down 35% quarter-over-quarter.
  • 18 funds opened new VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, positions in Q1 2016 and 26 closed out, a net change of -8 holders.
  • The largest VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, buyer in Q1 2016 was Credit Suisse, an estimated $18.1M added.
  • The largest VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, seller in Q1 2016 was Stonehage Fleming Financial Services, an estimated $7.13M sold.

Based on aggregated 13F filings for Q1 2016.