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ProShares VIX Mid-Term Futures ETF

21 hedge funds and large institutions have $42M invested in ProShares VIX Mid-Term Futures ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $4.7M | Put options by funds: $1.15M

2.66% less ownership

Funds ownership: 64.8%62.14% (-2.7%)

19% less funds holding

Funds holding: 2621 (-5)

23% less capital invested

Capital invested by funds: $54.3M → $42M (-$12.3M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
7
Closed
10
Calls
$4.7M
Puts
$1.15M
Net Calls
+$3.55M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.7M +$4.53M +169,588 +37%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10M -$1.37M -51,324 -12%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.68M +$556K +20,796 +18%
SC
4
Sepio Capital
Utah
$1.91M -$1.43M -53,666 -43%
Corient Private Wealth
5
Corient Private Wealth
Florida
$1.51M -$431K -16,129 -22%
SCI
6
Stableford Capital II
Arizona
$1.45M +$1.28M +47,779 New
SF
7
Safeguard Financial
Wisconsin
$1.26M -$18.4K -688 -1%
AWM
8
AE Wealth Management
Kansas
$1.16M -$1.57M -58,913 -58%
OLVIG
9
Oliver Lagore Vanvalin Investment Group
Michigan
$1.14M -$1.57M -58,896 -58%
FTUS
10
Flow Traders U.S.
New York
$736K +$464K +17,349 +172%
MA
11
Mutual Advisors
Nebraska
$538K +$196K +7,326 +58%
Jane Street
12
Jane Street
New York
$504K +$502K +18,775 New
Goldman Sachs
13
Goldman Sachs
New York
$429K +$428K +16,000 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$321K +$320K +11,975 New
IAA
15
Ironsides Asset Advisors
North Carolina
$294K
SIA
16
SkyView Investment Advisors
New Jersey
$161K +$160K +6,000 New
Citadel Advisors
17
Citadel Advisors
Florida
$121K +$121K +4,510 New
Simplex Trading
18
Simplex Trading
Illinois
$23K -$83.7K -3,133 -78%
CG
19
Cutler Group
California
$20K
JP Morgan Chase
20
JP Morgan Chase
New York
$9K +$721 +27 +9%
BAM
21
Belpointe Asset Management
Nevada
$1.64K
TF
22
Trek Financial
Arizona
-$3.16M -104,156 Closed
PCP
23
Proficio Capital Partners
Massachusetts
-$1.01M -33,200 Closed
CWP
24
Capital Wealth Planning
Florida
-$849K -27,967 Closed
IAN
25
Integrated Advisors Network
Texas
-$725K -23,889 Closed

VIXM Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares VIX Mid-Term Futures ETF (VIXM) for Q1 2023, worth a combined $42M — down 23% from $54.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of VIXM and 6 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $4.53M. The largest seller was Trek Financial, exiting entirely with an estimated $3.16M sold.

  • 21 institutional investors held ProShares VIX Mid-Term Futures ETF (VIXM) as of Q1 2023, down from 26 in Q4 2022.
  • Funds reported $42M of ProShares VIX Mid-Term Futures ETF stock for Q1 2023, down 23% quarter-over-quarter.
  • 6 funds opened new ProShares VIX Mid-Term Futures ETF positions in Q1 2023 and 10 closed out, a net change of -4 holders.
  • The largest ProShares VIX Mid-Term Futures ETF buyer in Q1 2023 was Morgan Stanley, an estimated $4.53M added.
  • The largest ProShares VIX Mid-Term Futures ETF seller in Q1 2023 was Trek Financial, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2023.