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iPath Series B S&P 500 VIX Short-Term Futures ETN

128 hedge funds and large institutions have $616M invested in iPath Series B S&P 500 VIX Short-Term Futures ETN in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

10% more funds holding

Funds holding: 116128 (+12)

0.07% less ownership

Funds ownership: 1.04%0.96% (-0.07%)

6% less capital invested

Capital invested by funds: $656M → $616M (-$39.6M)

42% less call options, than puts

Call options by funds: $501M | Put options by funds: $860M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
50
Increased
44
Reduced
24
Closed
36
Calls
$501M
Puts
$860M
Net Calls
-$358M
Net Calls Change
-$80.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$106M -$61.3M -47,149 -32%
BCM
2
Bluefin Capital Management
New York
$78.3M +$35.4M +27,226 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$63.1M +$18.5M +14,230 +32%
Morgan Stanley
4
Morgan Stanley
New York
$60.4M +$8.3M +6,391 +13%
Citadel Advisors
5
Citadel Advisors
Florida
$41.3M +$50M +38,477 New
Millennium Management
6
Millennium Management
New York
$31.2M +$22.1M +17,036 +142%
Goldman Sachs
7
Goldman Sachs
New York
$25.9M +$23.4K +18 +0.1%
FI
8
FormulaFolio Investments
Michigan
$12M +$14.5M +11,143 New
BCM
9
Brookstone Capital Management
Illinois
$12M +$6.16M +4,740 +74%
SA
10
Sicart Associates
New York
$10.1M +$5.27M +4,054 +75%
RIA
11
RPG Investment Advisory
California
$9.71M -$130K -100 -1%
Two Sigma Investments
12
Two Sigma Investments
New York
$9.7M +$4.91M +3,781 +72%
GGHC
13
Gilder Gagnon Howe & Co
New York
$8.89M +$4.77M +3,674 +80%
ZCA
14
Zeke Capital Advisors
Pennsylvania
$8.39M +$10.2M +7,813 New
CTC (Chicago Trading Company)
15
CTC (Chicago Trading Company)
Illinois
$8.33M +$10.1M +7,753 New
KAS
16
Kestra Advisory Services
Texas
$8.22M +$6.64M +5,112 +201%
HBWM
17
Hollow Brook Wealth Management
New York
$7.38M +$8.92M +6,867 New
ECM
18
ExodusPoint Capital Management
New York
$7.04M +$6.91M +5,318 +430%
IAA
19
Independent Advisor Alliance
North Carolina
$6.82M +$6.63M +5,107 +413%
SPC
20
Sigma Planning Corp
Michigan
$6.29M +$1.69M +1,302 +29%
HJMC
21
Hellman Jordan Management Company
Massachusetts
$5.06M +$6.11M +4,706 New
CF
22
Centaurus Financial
California
$5.04M +$1.1M +850 +22%
SG Americas Securities
23
SG Americas Securities
New York
$4.71M -$646K -497 -10%
LM
24
Luminus Management
Texas
$4.2M +$5.07M +3,906 New
LPU
25
Lansdowne Partners (UK)
United Kingdom
$4M +$4.84M +3,727 New

VXX Hedge Fund Activity: Q4 2020 in Review

128 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) for Q4 2020, worth a combined $616M — down 6% from $656M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VXX positions and 36 closed out — a net gain of 14 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $50M. The largest seller was Barclays, cutting an estimated $61.3M.

  • 128 institutional investors held iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $616M of iPath Series B S&P 500 VIX Short-Term Futures ETN stock for Q4 2020, down 6% quarter-over-quarter.
  • 50 funds opened new iPath Series B S&P 500 VIX Short-Term Futures ETN positions in Q4 2020 and 36 closed out, a net change of +14 holders.
  • The largest iPath Series B S&P 500 VIX Short-Term Futures ETN buyer in Q4 2020 was Citadel Advisors, an estimated $50M added.
  • The largest iPath Series B S&P 500 VIX Short-Term Futures ETN seller in Q4 2020 was Barclays, an estimated $61.3M sold.

Based on aggregated 13F filings for Q4 2020.