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ZIV

VelocityShares Daily Inverse VIX Medium Term ETN

Delisted

ZIV was delisted on the 2nd of July, 2020.

23 hedge funds and large institutions have $79.2M invested in VelocityShares Daily Inverse VIX Medium Term ETN in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $76.1M → $79.2M (+$3.1M)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

4% less funds holding

Funds holding: 2423 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
5
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$58.9M -$5.87M -72,687 -10%
Goldman Sachs
2
Goldman Sachs
New York
$3.38M +$78.7K +975 +3%
VF
3
Virtu Financial
New York
$3.19M -$556K -6,890 -16%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.36M -$434K -5,372 -17%
CS
5
Credit Suisse
Switzerland
$2.22M
TFA
6
Transamerica Financial Advisors
Florida
$2.19M +$2M +24,730 New
VIM
7
Vista Investment Management
Pennsylvania
$1.54M +$1.41M +17,424 New
FTUS
8
Flow Traders U.S.
New York
$1.53M +$1.15M +14,290 +489%
Renaissance Technologies
9
Renaissance Technologies
New York
$842K +$767K +9,500 New
AIA
10
Allegis Investment Advisors
Idaho
$840K -$4.49M -55,592 -85%
Millennium Management
11
Millennium Management
New York
$556K +$4.28K +53 +0.9%
RC
12
RBF Capital
California
$532K
FPF
13
FNY Partners Fund
New York
$473K +$165K +2,040 +62%
CIA
14
Choate Investment Advisors
Massachusetts
$325K
Creative Planning
15
Creative Planning
Kansas
$200K +$183K +2,260 New
CFA
16
Carroll Financial Associates
North Carolina
$99K +$31.4K +389 +53%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$39K
SEI Investments
18
SEI Investments
Pennsylvania
$22K +$20.4K +253 New
ASN
19
Advisory Services Network
Georgia
$11K
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$8.87K
Morgan Stanley
21
Morgan Stanley
New York
$1K -$64.6K -800 -99%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
-$1.43M -19,113 Closed
BCM
23
Brookstone Capital Management
Illinois
-$1.04M -13,891 Closed
OMC
24
Oasis Management Company
Cayman Islands
-$900K -12,000 Closed
SBIA
25
Sheaff Brock Investment Advisors
Indiana
-$266K -3,543 Closed

ZIV Hedge Fund Activity: Q4 2017 in Review

23 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) for Q4 2017, worth a combined $79.2M — up 4.1% from $76.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ZIV and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.

The largest buyer was Transamerica Financial Advisors, opening a new position worth an estimated $2M. The largest seller was Jane Street, cutting an estimated $5.87M.

  • 23 institutional investors held VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) as of Q4 2017, down from 24 in Q3 2017.
  • Funds reported $79.2M of VelocityShares Daily Inverse VIX Medium Term ETN stock for Q4 2017, up 4.1% quarter-over-quarter.
  • 5 funds opened new VelocityShares Daily Inverse VIX Medium Term ETN positions in Q4 2017 and 6 closed out, a net change of -1 holder.
  • The largest VelocityShares Daily Inverse VIX Medium Term ETN buyer in Q4 2017 was Transamerica Financial Advisors, an estimated $2M added.
  • The largest VelocityShares Daily Inverse VIX Medium Term ETN seller in Q4 2017 was Jane Street, an estimated $5.87M sold.

Based on aggregated 13F filings for Q4 2017.