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XIV

VelocityShares Daily Inverse VIX Short Term ETN

Delisted

XIV was delisted on the 15th of February, 2018.

41 hedge funds and large institutions have $308M invested in VelocityShares Daily Inverse VIX Short Term ETN in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

4% less capital invested

Capital invested by funds: $320M → $308M (-$11.8M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
13
Increased
8
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$154M -$1.86M -43,546 -1%
UBS Group
2
UBS Group
Switzerland
$37.7M +$39.7M +928,568 +100,822%
Jane Street
3
Jane Street
New York
$21.4M -$85.1M -1,988,986 -79%
Citigroup
4
Citigroup
New York
$19.9M -$5.43M -126,987 -21%
HCM
5
Highbridge Capital Management
New York
$15M +$15.9M +370,568 New
HP
6
Hound Partners
New York
$10.2M +$659K +15,404 +7%
KCM
7
KSA Capital Management
New Jersey
$7.18M +$3.64M +85,000 +81%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$5.74M +$1.36M +31,690 +29%
Morgan Stanley
9
Morgan Stanley
New York
$5.22M +$5.5M +128,500 New
VV
10
Valentine Ventures
Oregon
$4.64M -$27.9K -651 -0.6%
Lazard Asset Management
11
Lazard Asset Management
New York
$3.55M +$193K +4,515 +5%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$2.76M -$1.85M -43,200 -39%
JC
13
JBF Capital
Colorado
$2.64M +$2.78M +65,000 New
DS
14
DRW Securities
Illinois
$2.4M -$952K -22,240 -27%
SG Americas Securities
15
SG Americas Securities
New York
$2.39M +$1.85M +43,231 +278%
TC
16
Toews Corporation
New Jersey
$1.96M
Allianz Asset Management
17
Allianz Asset Management
Germany
$1.84M +$1.93M +45,200 New
BCM
18
BlueCrest Capital Management
Jersey
$1.65M +$1.73M +40,500 New
LPL Financial
19
LPL Financial
California
$1.26M -$1.35M -31,442 -50%
Goldman Sachs
20
Goldman Sachs
New York
$1.17M +$1.23M +28,697 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$876K -$981K -22,937 -52%
FEG
22
Financial Enhancement Group
Indiana
$833K +$878K +20,516 New
CCMG
23
Clark Capital Management Group
Pennsylvania
$764K -$2.27M -53,124 -74%
CT
24
CMT Trading
Illinois
$470K -$2.7M -63,079 -84%
Bank of America
25
Bank of America
North Carolina
$345K -$1.36M -31,892 -79%

XIV Hedge Fund Activity: Q2 2015 in Review

41 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in VelocityShares Daily Inverse VIX Short Term ETN (XIV) for Q2 2015, worth a combined $308M — down 3.7% from $320M a quarter earlier.

Fund positioning in XIV was balanced in Q2 2015: 13 funds opened new positions, 13 closed out, 8 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $39.7M. The largest seller was Jane Street, cutting an estimated $85.1M.

  • 41 institutional investors held VelocityShares Daily Inverse VIX Short Term ETN (XIV) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $308M of VelocityShares Daily Inverse VIX Short Term ETN stock for Q2 2015, down 3.7% quarter-over-quarter.
  • 13 funds opened new VelocityShares Daily Inverse VIX Short Term ETN positions in Q2 2015 and 13 closed out, a net change of 0 holders.
  • The largest VelocityShares Daily Inverse VIX Short Term ETN buyer in Q2 2015 was UBS Group, an estimated $39.7M added.
  • The largest VelocityShares Daily Inverse VIX Short Term ETN seller in Q2 2015 was Jane Street, an estimated $85.1M sold.

Based on aggregated 13F filings for Q2 2015.