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ProShares VIX Mid-Term Futures ETF

21 hedge funds and large institutions have $86.4M invested in ProShares VIX Mid-Term Futures ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 2221 (-1)

11.21% less ownership

Funds ownership: 81.16%69.95% (-11%)

16% less capital invested

Capital invested by funds: $103M → $86.4M (-$16.1M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

44% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $4.73M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
4
Increased
6
Reduced
10
Closed
5
Calls
$2.63M
Puts
$4.73M
Net Calls
-$2.1M
Net Calls Change
-$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$29.4M +$5.45M +175,376 +22%
Morgan Stanley
2
Morgan Stanley
New York
$23.6M -$13.8M -443,837 -36%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$14.3M +$509K +16,387 +4%
LAS
4
Lloyd Advisory Services
Georgia
$5.95M -$13.7K -442 -0.2%
GG
5
Gofen & Glossberg
Illinois
$3.91M -$406K -13,064 -9%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.36M +$595K +19,161 +21%
SC
7
Sepio Capital
Utah
$932K -$135K -4,339 -12%
ICM
8
Infini Capital Management
Hong Kong
$856K -$1.01M -32,529 -54%
IMF
9
Infini Master Fund
Hong Kong
$856K -$1.01M -32,529 -54%
IMC Chicago
10
IMC Chicago
Illinois
$850K +$410K +13,215 +91%
ACM
11
Arlington Capital Management
Illinois
$810K -$808K -26,031 -50%
Simplex Trading
12
Simplex Trading
Illinois
$663K +$645K +20,764 +2,181%
MA
13
Mutual Advisors
Nebraska
$281K +$59.2K +1,905 +26%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$245K +$248K +8,000 New
JP Morgan Chase
15
JP Morgan Chase
New York
$153K -$51.5K -1,659 -25%
UBS Group
16
UBS Group
Switzerland
$139K -$73.8K -2,377 -34%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$22K +$22.9K +736 New
CG
18
Cutler Group
California
$3K -$8.26K -266 -73%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.11K +100 New
FTUS
20
Flow Traders U.S.
New York
-$818K -25,317 Closed
IAN
21
Integrated Advisors Network
Texas
-$584K -18,062 Closed
RE
22
RBC Europe
United Kingdom
-$55.6K -1,720 Closed
HI
23
Harbour Investments
Wisconsin
-$28K -862 Closed
BlackRock
24
BlackRock
New York
-$2K -50 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
+$31 +1 New

VIXM Hedge Fund Activity: Q4 2021 in Review

21 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ProShares VIX Mid-Term Futures ETF (VIXM) for Q4 2021, worth a combined $86.4M — down 16% from $103M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VIXM and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 6 added.

The largest buyer was AE Wealth Management, adding an estimated $5.45M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 21 institutional investors held ProShares VIX Mid-Term Futures ETF (VIXM) as of Q4 2021, down from 22 in Q3 2021.
  • Funds reported $86.4M of ProShares VIX Mid-Term Futures ETF stock for Q4 2021, down 16% quarter-over-quarter.
  • 4 funds opened new ProShares VIX Mid-Term Futures ETF positions in Q4 2021 and 5 closed out, a net change of -1 holder.
  • The largest ProShares VIX Mid-Term Futures ETF buyer in Q4 2021 was AE Wealth Management, an estimated $5.45M added.
  • The largest ProShares VIX Mid-Term Futures ETF seller in Q4 2021 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.