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Horizons ETFs Management (Canada) Inc - BetaPro S&P 500 VIX Short-Term Futures Daily Inverse ETF Class A BTTPF



GREY:BTTPF - Post by User

Post by Shortcallon Feb 13, 2018 2:53pm
233 Views
Post# 27552635

HVI Rate reset

HVI Rate reset"without prejdice"

HVI is supposed to track the S&P Vix. From discussions with Horizons this is what I have ascertained.

They use cash (margin) and forward agreements. This is done through National Bank.

The rate reset they use is the  in theory the NAV in the account. The market maker they use is National Bank.

HVI Nav and the reset is calculated at 4:15 PM .

The only forward agreement with National bank is that they maintain margin. As profits flowed into HVU the cash came from HVI  at an estimated inverse rate 2-1.

If you play the vix through options on S&P vix those options are still in place but the value varies on a daily basis.

The only thing that changes is the value of those option. Unless  you sell into HVI knowing there is no value left.

Rate reset value (approximates) to make the math easier. Close Friday Feb. 2  nd. $13.30

Vix rises aprroximately 100% by 3:00 pm monday. Which means that the NAV  is Zero. The money has moved to cover HVU. 

The problem is that at 3:50 pm the last trades post the NAV at 13.40 the theoretical market cap of the account.

The vix is already up over 100% The market maker continues to sell a worthless unit/share that  does not even come close to the inverse return on the S&P vix. Horizons then halt the trading. This is done to let the options settle out and calculate the NAV. 100 % loss.
The forward agreement  means the money has to go to HVU margin. 

HVI failed to track the actual movement in NAV and failed to track the move in the S&P vix. As of the time of day vix exceede 100%  of the margin the Vix short position had to be liquidated to stop negative margin loss.

The next day there are and I say this speculatively ( no contracts short S&P Vix left ) So s the vix relaxed no incrimental rise. Horizons through National bank only exposed investors to the NAV in the account and position was liquidated. They had no direct exposure to the Vix front month (FEB) 25% or to the  March contract 75% they only had cash and an agreement with National bank to cover margin in both HVU and HVI.

the net result is fair. The trading in HVI is fraudulent, it was worthless and should have been halted early in the day. 

They only explanation I can come up with is when the short sell ban was put in place it did not apply to the market maker and they sold into the bid  through out the day  on HVI to maximize personal profit. They were not even close to matching the S&P Vix and knew it. Horizons blamed it on the rate reset. NAV RESET If the exposure had been maintained the vix dropped back to $17 the next day and the position should have only realized  net 1x exposure loss. But there was no position.

Anyone who traded HVI that day was defrauded. The next day they tried to open at $10 which would be  an approximate  30%  1x loss the actual vix at that point $17 . They resumed the halt and the market maker move the price to the Actual Nav at that point of $2.3 +-.

This is not exposure to the VIX it is only exposure to a trading Account Balance.

Correct me if I am wrong. Thank you.


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