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VXZ

iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019

Delisted

VXZ was delisted on the 29th of January, 2019.

18 hedge funds and large institutions have $28.8M invested in iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $1.17M

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

18% less funds holding

Funds holding: 2218 (-4)

50% less capital invested

Capital invested by funds: $57.5M → $28.8M (-$28.7M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
7
Closed
7
Calls
$2.08M
Puts
$1.17M
Net Calls
+$907K
Net Calls Change
-$855K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$11.4M -$20.7M -457,125 -64%
SM
2
Sabby Management
Florida
$5.85M +$844K +18,658 +17%
IA
3
IndexIQ Advisors
New York
$4.32M +$4.12M +91,028 +1,558%
Millennium Management
4
Millennium Management
New York
$1.48M -$1.09M -24,096 -42%
JG
5
Jefferies Group
New York
$1.41M +$128K +2,841 +10%
Morgan Stanley
6
Morgan Stanley
New York
$1.35M +$1.37M +30,213 New
Jane Street
7
Jane Street
New York
$801K -$1.92M -42,374 -70%
Goldman Sachs
8
Goldman Sachs
New York
$608K -$265K -5,851 -30%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$472K -$463K -10,235 -49%
SG Americas Securities
10
SG Americas Securities
New York
$349K +$354K +7,825 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$312K +$317K +7,004 +14,008%
MFM
12
Mohican Financial Management
Connecticut
$137K -$30.5K -675 -18%
Citigroup
13
Citigroup
New York
$99K +$100K +2,221 New
WA
14
WFG Advisors
Texas
$59K
UBS Group
15
UBS Group
Switzerland
$46K +$44.9K +994 +2,209%
Bank of America
16
Bank of America
North Carolina
$32K -$858K -18,974 -96%
SEI Investments
17
SEI Investments
Pennsylvania
$29K +$28.6K +632 +4,213%
MFS
18
MSI Financial Services
Massachusetts
$10K +$8.77K +194 +970%
VF
19
Virtu Financial
New York
-$1.38M -26,443 Closed
JP Morgan Chase
20
JP Morgan Chase
New York
-$420K -8,075 Closed
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
-$185K -3,553 Closed
NI
22
Numeric Investors
Massachusetts
-$156K -3,000 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$121K -2,681 Closed
FIM
24
Freedom Investment Management
Connecticut
-$791K -652 Closed
FNBT
25
FineMark National Bank & Trust
Florida
-$5K -87 Closed

VXZ Hedge Fund Activity: Q4 2015 in Review

18 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 (VXZ) for Q4 2015, worth a combined $28.8M — down 50% from $57.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of VXZ and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was IndexIQ Advisors, adding an estimated $4.12M. The largest seller was Barclays, cutting an estimated $20.7M.

  • 18 institutional investors held iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 (VXZ) as of Q4 2015, down from 22 in Q3 2015.
  • Funds reported $28.8M of iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 stock for Q4 2015, down 50% quarter-over-quarter.
  • 3 funds opened new iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 positions in Q4 2015 and 7 closed out, a net change of -4 holders.
  • The largest iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 buyer in Q4 2015 was IndexIQ Advisors, an estimated $4.12M added.
  • The largest iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 seller in Q4 2015 was Barclays, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2015.