VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9,
UWTI
UWTI was delisted on the 8th of December, 2016.
1 hedge funds and large institutions have $1M invested in VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, in 2019 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
19% more capital invested
Capital invested by funds: $839K → $1M (+$161K)
50% less funds holding
Funds holding: 2 → 1 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWA
1
Intercontinental Wealth Advisors
San Antonio,
Texas
| $1M | +$300K | +30,000 | +43% |
|
|
2
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1K | -57 | Closed |
|
UWTI Hedge Fund Activity: Q4 2019 in Review
1 of the 5,075 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 Q4 2019, worth a combined $1M — up 19% from $839K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of UWTI and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Intercontinental Wealth Advisors, adding an estimated $300K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $1K sold.
- 1 institutional investor held VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, (UWTI) as of Q4 2019, down from 2 in Q3 2019.
- Funds reported $1M of VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, stock for Q4 2019, up 19% quarter-over-quarter.
- 0 funds opened new VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, positions in Q4 2019 and 1 closed out, a net change of -1 holder.
- The largest VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, buyer in Q4 2019 was Intercontinental Wealth Advisors, an estimated $300K added.
- The largest VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, seller in Q4 2019 was CAPTRUST Financial Advisors, an estimated $1K sold.
Based on aggregated 13F filings for Q4 2019.