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ProShares VIX Mid-Term Futures ETF

11 hedge funds and large institutions have $16.5M invested in ProShares VIX Mid-Term Futures ETF in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,349% more call options, than puts

Call options by funds: $28M | Put options by funds: $434K

35.36% more ownership

Funds ownership: 20.7%56.06% (+35%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

15% less funds holding

Funds holding: 1311 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

56% less capital invested

Capital invested by funds: $37.7M → $16.5M (-$21.1M)

Holders
11
Holders Change
-2
Holders Change %
-15.38%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
3
Closed
5
Calls
$28M
Puts
$434K
Net Calls
+$27.6M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.25M -$18.8M -296,960 -70%
Jane Street
2
Jane Street
New York
$4.32M +$491K +7,769 +13%
FTUS
3
Flow Traders U.S.
New York
$1.8M +$1.39M +22,034 +357%
CC
4
Curian Capital
Colorado
$1.03M -$780K -12,334 -43%
DADC
5
D.A. Davidson & Co
Montana
$782K +$375K +5,933 +94%
LPL Financial
6
LPL Financial
California
$287K -$4.81K -76 -2%
UBS Group
7
UBS Group
Switzerland
$40K +$39.2K +620 New
Simplex Trading
8
Simplex Trading
Illinois
$20K +$19.5K +309 New
WA
9
WFG Advisors
Texas
$11K +$11.1K +175 New
TCM
10
Tradewinds Capital Management
Washington
$6K
TFA
11
Transamerica Financial Advisors
Florida
$1K +$63 +1 New
VF
12
Virtu Financial
New York
-$3.32M -51,941 Closed
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
-$275K -4,340 Closed
AIG
14
American International Group
New York
-$105K -1,651 Closed
IFWM
15
Institute for Wealth Management
Colorado
-$2K -25 Closed

VIXM Hedge Fund Activity: Q4 2014 in Review

11 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ProShares VIX Mid-Term Futures ETF (VIXM) for Q4 2014, worth a combined $16.5M — down 56% from $37.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VIXM and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.

The largest buyer was Flow Traders U.S., adding an estimated $1.39M. The largest seller was Morgan Stanley, cutting an estimated $18.8M.

  • 11 institutional investors held ProShares VIX Mid-Term Futures ETF (VIXM) as of Q4 2014, down from 13 in Q3 2014.
  • Funds reported $16.5M of ProShares VIX Mid-Term Futures ETF stock for Q4 2014, down 56% quarter-over-quarter.
  • 4 funds opened new ProShares VIX Mid-Term Futures ETF positions in Q4 2014 and 5 closed out, a net change of -1 holder.
  • The largest ProShares VIX Mid-Term Futures ETF buyer in Q4 2014 was Flow Traders U.S., an estimated $1.39M added.
  • The largest ProShares VIX Mid-Term Futures ETF seller in Q4 2014 was Morgan Stanley, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2014.