iPath Series B S&P 500 VIX Mid-Term Futures ETN
12 hedge funds and large institutions have $24.2M invested in iPath Series B S&P 500 VIX Mid-Term Futures ETN in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 7 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.52% less ownership
Funds ownership: 17.51% → 15.99% (-1.5%)
14% less funds holding
Funds holding: 14 → 12 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
31% less capital invested
Capital invested by funds: $35M → $24.2M (-$10.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$671K |
| 2 |
Jane Street
New York
|
+$412K |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$388K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
+$220K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$50.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$8.32M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$361K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$238K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$234K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$185K |
VXZ Hedge Fund Activity: Q4 2023 in Review
12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ) for Q4 2023, worth a combined $24.2M — down 31% from $35M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of VXZ and 5 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was NewEdge Advisors, adding an estimated $671K. The largest seller was Arlington Capital Management, exiting entirely with an estimated $8.32M sold.
- 12 institutional investors held iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ) as of Q4 2023, down from 14 in Q3 2023.
- Funds reported $24.2M of iPath Series B S&P 500 VIX Mid-Term Futures ETN stock for Q4 2023, down 31% quarter-over-quarter.
- 5 funds opened new iPath Series B S&P 500 VIX Mid-Term Futures ETN positions in Q4 2023 and 7 closed out, a net change of -2 holders.
- The largest iPath Series B S&P 500 VIX Mid-Term Futures ETN buyer in Q4 2023 was NewEdge Advisors, an estimated $671K added.
- The largest iPath Series B S&P 500 VIX Mid-Term Futures ETN seller in Q4 2023 was Arlington Capital Management, an estimated $8.32M sold.
Based on aggregated 13F filings for Q4 2023.