We are live on ! Find out more
XIV

VelocityShares Daily Inverse VIX Short Term ETN

Delisted

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

48 hedge funds and large institutions have $566M invested in VelocityShares Daily Inverse VIX Short Term ETN in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

45% more capital invested

Capital invested by funds: $389M → $566M (+$177M)

11% less funds holding

Funds holding: 5448 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
15
Increased
14
Reduced
8
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$330M +$109M +5,287,149 +71%
Jane Street
2
Jane Street
New York
$77.7M -$7.7M -374,327 -11%
Morgan Stanley
3
Morgan Stanley
New York
$69M +$48.4M +2,351,559 +750%
FTUS
4
Flow Traders U.S.
New York
$17.1M -$5.83M -283,111 -30%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$16.8M +$13.4M +649,113 +324,557%
LPL Financial
6
LPL Financial
California
$8.01M +$1.19M +57,964 +21%
BCM
7
BlueCrest Capital Management
Jersey
$6.21M +$4.73M +230,000 +2,300%
WAM
8
Wolverine Asset Management
Illinois
$5.18M +$4.12M +200,000 New
SFFS
9
Stonehage Fleming Financial Services
Jersey
$4.37M -$3.48M -168,880 -50%
DS
10
DRW Securities
Illinois
$4.2M +$438K +21,281 +15%
CCMG
11
Clark Capital Management Group
Pennsylvania
$4.12M -$758K -36,820 -19%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.08M +$2.45M +118,979 New
BCM
13
Bridgeway Capital Management
Texas
$2.55M +$175K +8,500 +9%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.36M +$496K +24,096 +36%
BCM
15
Bluefin Capital Management
New York
$2.34M +$1.86M +90,512 New
CT
16
CMT Trading
Illinois
$2.19M +$1.74M +84,603 New
VKH
17
Virtu KCG Holdings
New York
$1.46M +$995K +48,338 +614%
TRCT
18
Tower Research Capital (TRC)
New York
$1.1M +$873K +42,410 +157,074%
VP
19
Value Partners
Hong Kong
$924K +$735K +35,700 New
Deutsche Bank
20
Deutsche Bank
Germany
$914K
Creative Planning
21
Creative Planning
Kansas
$784K +$259K +12,600 +71%
QOP
22
Quinn Opportunity Partners
Virginia
$652K +$251K +12,200 +94%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$589K +$469K +22,775 New
CI
24
Cavalier Investments
Georgia
$478K +$380K +18,458 New
SG Americas Securities
25
SG Americas Securities
New York
$402K

XIV Hedge Fund Activity: Q1 2016 in Review

48 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in VelocityShares Daily Inverse VIX Short Term ETN (XIV) for Q1 2016, worth a combined $566M — up 45% from $389M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XIV and 15 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Credit Suisse, adding an estimated $109M. The largest seller was Hound Partners, exiting entirely with an estimated $15.4M sold.

  • 48 institutional investors held VelocityShares Daily Inverse VIX Short Term ETN (XIV) as of Q1 2016, down from 54 in Q4 2015.
  • Funds reported $566M of VelocityShares Daily Inverse VIX Short Term ETN stock for Q1 2016, up 45% quarter-over-quarter.
  • 15 funds opened new VelocityShares Daily Inverse VIX Short Term ETN positions in Q1 2016 and 21 closed out, a net change of -6 holders.
  • The largest VelocityShares Daily Inverse VIX Short Term ETN buyer in Q1 2016 was Credit Suisse, an estimated $109M added.
  • The largest VelocityShares Daily Inverse VIX Short Term ETN seller in Q1 2016 was Hound Partners, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2016.