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ZIV

VelocityShares Daily Inverse VIX Medium Term ETN

Delisted

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

13 hedge funds and large institutions have $14.5M invested in VelocityShares Daily Inverse VIX Medium Term ETN in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $11.5M → $14.5M (+$2.98M)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

28% less funds holding

Funds holding: 1813 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
13
Holders Change
-5
Holders Change %
-27.78%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
1
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$6.83M +$7.29M +239,755 New
CS
2
Credit Suisse
Switzerland
$2.85M
Jane Street
3
Jane Street
New York
$1.95M +$2.08M +68,385 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.07M +$1.14M +37,562 New
HCM
5
Hilton Capital Management
New York
$786K
RC
6
RBF Capital
California
$527K
Citadel Advisors
7
Citadel Advisors
Florida
$279K +$297K +9,784 New
UBS Group
8
UBS Group
Switzerland
$75K +$38.6K +1,270 +93%
ED
9
Exane Derivatives
France
$57K
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.8K
Morgan Stanley
11
Morgan Stanley
New York
$29K -$19.8K -652 -39%
CFA
12
Carroll Financial Associates
North Carolina
$4K
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$2.85K
CCMG
14
Clark Capital Management Group
Pennsylvania
-$3.66M -110,740 Closed
Renaissance Technologies
15
Renaissance Technologies
New York
-$1.21M -36,548 Closed
FEG
16
Financial Enhancement Group
Indiana
-$904K -27,332 Closed
ACM
17
Anfield Capital Management
California
-$313K -9,476 Closed
BIA
18
Biondo Investment Advisors
Pennsylvania
-$298K -9,000 Closed
ASN
19
Advisory Services Network
Georgia
-$40K -1,200 Closed
Osaic Holdings
20
Osaic Holdings
Arizona
-$23K -693 Closed
AWM
21
AllSquare Wealth Management
New York
-$10K -300 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$3K -77 Closed

ZIV Hedge Fund Activity: Q2 2020 in Review

13 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) for Q2 2020, worth a combined $14.5M — up 26% from $11.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ZIV and 4 opened new positions — a net loss of 5 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $7.29M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $3.66M sold.

  • 13 institutional investors held VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) as of Q2 2020, down from 18 in Q1 2020.
  • Funds reported $14.5M of VelocityShares Daily Inverse VIX Medium Term ETN stock for Q2 2020, up 26% quarter-over-quarter.
  • 4 funds opened new VelocityShares Daily Inverse VIX Medium Term ETN positions in Q2 2020 and 9 closed out, a net change of -5 holders.
  • The largest VelocityShares Daily Inverse VIX Medium Term ETN buyer in Q2 2020 was Flow Traders U.S., an estimated $7.29M added.
  • The largest VelocityShares Daily Inverse VIX Medium Term ETN seller in Q2 2020 was Clark Capital Management Group, an estimated $3.66M sold.

Based on aggregated 13F filings for Q2 2020.