iPath S&P 500 Dynamic VIX ETN
XVZ was delisted on the 17th of August, 2021.
6 hedge funds and large institutions have $6.56M invested in iPath S&P 500 Dynamic VIX ETN in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
374% more capital invested
Capital invested by funds: $1.39M → $6.56M (+$5.17M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.19M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
+$102K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $5.12M | +$5.19M | +190,000 | New |
|
|
EA
2
Efficient Advisors
Mason,
Ohio
| $1.42M | +$102K | +3,746 | +8% |
|
|
3
UBS Group
Zurich,
Switzerland
| $12K | +$3.58K | +131 | +40% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $5K | -$12.8K | -470 | -72% |
|
|
TFA
5
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
XVZ Hedge Fund Activity: Q1 2017 in Review
6 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iPath S&P 500 Dynamic VIX ETN (XVZ) for Q1 2017, worth a combined $6.56M — up 374% from $1.39M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new XVZ positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $5.19M. The largest seller was Envestnet Asset Management, cutting an estimated $12.8K.
- 6 institutional investors held iPath S&P 500 Dynamic VIX ETN (XVZ) as of Q1 2017, up from 5 in Q4 2016.
- Funds reported $6.56M of iPath S&P 500 Dynamic VIX ETN stock for Q1 2017, up 374% quarter-over-quarter.
- 1 fund opened new iPath S&P 500 Dynamic VIX ETN positions in Q1 2017 and 0 closed out, a net change of +1 holder.
- The largest iPath S&P 500 Dynamic VIX ETN buyer in Q1 2017 was Morgan Stanley, an estimated $5.19M added.
- The largest iPath S&P 500 Dynamic VIX ETN seller in Q1 2017 was Envestnet Asset Management, an estimated $12.8K sold.
Based on aggregated 13F filings for Q1 2017.