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ProShares VIX Short-Term Futures ETF

45 hedge funds and large institutions have $40.5M invested in ProShares VIX Short-Term Futures ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $5.26M

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

3.11% more ownership

Funds ownership: 1.28%4.4% (+3.1%)

27% less capital invested

Capital invested by funds: $55.8M → $40.5M (-$15.2M)

35% less funds holding

Funds holding: 6945 (-24)

62% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 37

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
-24
Holders Change %
-34.78%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
17
Reduced
8
Closed
37
Calls
$17.7M
Puts
$5.26M
Net Calls
+$12.4M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
26
DRW Securities
Illinois
$296K +$420K +2,965 New
Tudor Investment Corp
27
Tudor Investment Corp
Connecticut
$289K
Barclays
28
Barclays
United Kingdom
$278K +$390K +2,753 +7,866%
WWC
29
Waypoint Wealth Counsel
Georgia
$225K +$319K +2,250 New
KPWS
30
Kestra Private Wealth Services
Texas
$222K -$300K -2,118 -49%
SWP
31
Strategic Wealth Partners
Ohio
$205K -$3.09M -21,781 -91%
Simplex Trading
32
Simplex Trading
Illinois
$94K +$134K +943 New
CAS
33
Coppell Advisory Solutions
Texas
$73.8K -$61.3K -433 -37%
Citigroup
34
Citigroup
New York
$35.9K +$46.6K +329 +1,061%
LFG
35
Larson Financial Group
Missouri
$29.4K -$992 -7 -2%
ACM
36
Antonetti Capital Management
Florida
$22.6K
DWA
37
Delos Wealth Advisors
Texas
$11.2K -$1.32M -9,287 -99%
Osaic Holdings
38
Osaic Holdings
Arizona
$7.24K +$3.26K +23 +46%
FFA
39
Farther Finance Advisors
California
$2.12K +$2.98K +21 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K
JWA
41
JFS Wealth Advisors
Pennsylvania
$874 +$1.27K +9 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$624 +$850 +6 New
DWA
43
Dougherty Wealth Advisers
Minnesota
$349
PA
44
Parallel Advisors
California
$100
SS
45
Sunbelt Securities
Texas
$100 +$142 +1 New
BCM
46
Brookstone Capital Management
Illinois
-$4.49M -28,263 Closed
MAM
47
Milestone Asset Management
Pennsylvania
-$4.83M -26,686 Closed
AWM
48
AE Wealth Management
Kansas
-$1.98M -10,934 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$1.19M -8,371 Closed
CIC
50
Canal Insurance Company
South Carolina
-$1.35M -7,500 Closed

VIXY Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ProShares VIX Short-Term Futures ETF (VIXY) for Q2 2023, worth a combined $40.5M — down 27% from $55.8M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of VIXY and 14 opened new positions — a net loss of 23 holders — while 8 trimmed existing stakes and 17 added.

The largest buyer was Weiss Multi-Strategy Advisers, adding an estimated $6.32M. The largest seller was Milestone Asset Management, exiting entirely with an estimated $4.83M sold.

  • 45 institutional investors held ProShares VIX Short-Term Futures ETF (VIXY) as of Q2 2023, down from 69 in Q1 2023.
  • Funds reported $40.5M of ProShares VIX Short-Term Futures ETF stock for Q2 2023, down 27% quarter-over-quarter.
  • 14 funds opened new ProShares VIX Short-Term Futures ETF positions in Q2 2023 and 37 closed out, a net change of -23 holders.
  • The largest ProShares VIX Short-Term Futures ETF buyer in Q2 2023 was Weiss Multi-Strategy Advisers, an estimated $6.32M added.
  • The largest ProShares VIX Short-Term Futures ETF seller in Q2 2023 was Milestone Asset Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q2 2023.