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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 $26M invested in iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

14% more call options, than puts

Call options by funds: $834K | Put options by funds: $733K

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

10% less capital invested

Capital invested by funds: $28.8M → $26M (-$2.73M)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
4
Calls
$834K
Puts
$733K
Net Calls
+$101K
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$13.4M +$3.73M +76,331 +29%
SM
2
Sabby Management
Florida
$3.26M -$2.75M -56,283 -43%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3M +$2.85M +58,246 +550%
Millennium Management
4
Millennium Management
New York
$1.49M +$52.5K +1,074 +3%
JG
5
Jefferies Group
New York
$1.25M -$139K -2,841 -9%
Goldman Sachs
6
Goldman Sachs
New York
$902K +$346K +7,080 +52%
SG Americas Securities
7
SG Americas Securities
New York
$477K +$153K +3,125 +40%
UBS Group
8
UBS Group
Switzerland
$448K +$452K +9,248 +890%
Bank of America
9
Bank of America
North Carolina
$382K +$394K +8,061 +1,132%
VAM
10
Verity Asset Management
North Carolina
$370K +$416K +8,508 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$333K -$24.4K -500 -7%
IA
12
IndexIQ Advisors
New York
$236K -$4.47M -91,467 -94%
Stifel Financial
13
Stifel Financial
Missouri
$217K +$244K +4,993 New
Morgan Stanley
14
Morgan Stanley
New York
$147K -$1.31M -26,836 -89%
WA
15
WFG Advisors
Texas
$74K +$19.1K +390 +30%
MFS
16
MSI Financial Services
Massachusetts
$9K
CG
17
Cutler Group
California
$4K +$5.28K +108 New
Walleye Trading
18
Walleye Trading
New York
$3K +$3.47K +71 New
Jane Street
19
Jane Street
New York
-$801K -17,972 Closed
MFM
20
Mohican Financial Management
Connecticut
-$137K -3,075 Closed
Citigroup
21
Citigroup
New York
-$99K -2,221 Closed
SEI Investments
22
SEI Investments
Pennsylvania
-$29K -647 Closed

VXZ Hedge Fund Activity: Q1 2016 in Review

18 of the 3,754 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 Q1 2016, worth a combined $26M — down 9.5% from $28.8M a quarter earlier.

Fund positioning in VXZ was balanced in Q1 2016: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was Barclays, adding an estimated $3.73M. The largest seller was IndexIQ Advisors, cutting an estimated $4.47M.

  • 18 institutional investors held iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 (VXZ) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $26M of iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 stock for Q1 2016, down 9.5% quarter-over-quarter.
  • 4 funds opened new iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 positions in Q1 2016 and 4 closed out, a net change of 0 holders.
  • The largest iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 buyer in Q1 2016 was Barclays, an estimated $3.73M added.
  • The largest iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019 seller in Q1 2016 was IndexIQ Advisors, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2016.