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ZIV

VelocityShares Daily Inverse VIX Medium Term ETN

Delisted

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

20 hedge funds and large institutions have $17.3M invested in VelocityShares Daily Inverse VIX Medium Term ETN in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $13.4M → $17.3M (+$3.88M)

17% less funds holding

Funds holding: 2420 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
4
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1
Clark Capital Management Group
Pennsylvania
$5.1M -$183K -2,607 -4%
VV
2
Valentine Ventures
Oregon
$4.47M +$4.24M +60,280 New
BCM
3
Brookstone Capital Management
Illinois
$2.84M +$2.69M +38,212 New
CS
4
Credit Suisse
Switzerland
$1.86M +$703 +10 +0%
RC
5
RBF Capital
California
$1.11M
CIBC World Market
6
CIBC World Market
Ontario, Canada
$683K -$818K -11,645 -56%
VIM
7
Vista Investment Management
Pennsylvania
$490K -$63.3K -900 -12%
RF
8
RHS Financial
California
$365K +$84.4K +1,201 +32%
Morgan Stanley
9
Morgan Stanley
New York
$211K +$133K +1,899 +200%
UBS Group
10
UBS Group
Switzerland
$54K +$51.4K +732 New
CFA
11
Carroll Financial Associates
North Carolina
$28K -$56.3K -801 -67%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$18K -$773 -11 -4%
AG
13
Advisor Group
Arizona
$16K -$9.98K -142 -40%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8K -$17.8K -253 -70%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$7.42K
FGAM
16
Financial Gravity Asset Management
Texas
$5K +$4.64K +66 New
S
17
SignatureFD
Georgia
$3K +$2.25K +32 +267%
TRCT
18
Tower Research Capital (TRC)
New York
$2K -$22.8K -324 -91%
FEG
19
Financial Enhancement Group
Indiana
$1K
JC
20
JBF Capital
Colorado
-$2.33M -38,500 Closed
FTUS
21
Flow Traders U.S.
New York
-$1.44M -23,888 Closed
VF
22
Virtu Financial
New York
-$349K -5,774 Closed
Goldman Sachs
23
Goldman Sachs
New York
-$328K -5,423 Closed
SMFS
24
Squar Milner Financial Services
California
-$66K -1,100 Closed
W
25
WealthOne
New York
-$1K -24 Closed

ZIV Hedge Fund Activity: Q1 2019 in Review

20 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) for Q1 2019, worth a combined $17.3M — up 29% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ZIV and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Valentine Ventures, opening a new position worth an estimated $4.24M. The largest seller was JBF Capital, exiting entirely with an estimated $2.33M sold.

  • 20 institutional investors held VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) as of Q1 2019, down from 24 in Q4 2018.
  • Funds reported $17.3M of VelocityShares Daily Inverse VIX Medium Term ETN stock for Q1 2019, up 29% quarter-over-quarter.
  • 4 funds opened new VelocityShares Daily Inverse VIX Medium Term ETN positions in Q1 2019 and 8 closed out, a net change of -4 holders.
  • The largest VelocityShares Daily Inverse VIX Medium Term ETN buyer in Q1 2019 was Valentine Ventures, an estimated $4.24M added.
  • The largest VelocityShares Daily Inverse VIX Medium Term ETN seller in Q1 2019 was JBF Capital, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2019.