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DOG

ProShares Short Dow30

28 hedge funds and large institutions have $42M invested in ProShares Short Dow30 in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,485% more call options, than puts

Call options by funds: $206K | Put options by funds: $13K

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0.22% less ownership

Funds ownership: 4.22%4% (-0.22%)

7% less funds holding

Funds holding: 3028 (-2)

10% less capital invested

Capital invested by funds: $46.5M → $42M (-$4.47M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
7
Closed
8
Calls
$206K
Puts
$13K
Net Calls
+$193K
Net Calls Change
-$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13M +$3.16M +44,429 +31%
Wells Fargo
2
Wells Fargo
California
$8.53M -$3.54M -49,757 -29%
UBS Group
3
UBS Group
Switzerland
$7.52M +$687K +9,661 +10%
DAS
4
Dynamic Advisor Solutions
Arizona
$2.37M +$163K +2,296 +7%
JWS
5
Juncture Wealth Strategies
Arizona
$2.03M +$150K +2,116 +8%
LPL Financial
6
LPL Financial
California
$1.97M +$85.6K +1,204 +4%
VF
7
Virtu Financial
New York
$1.9M -$1.76M -24,726 -48%
BCM
8
Baltimore Capital Management
Maryland
$897K +$65.8K +925 +8%
EP
9
Elkhorn Partners
Nebraska
$729K
TSS
10
Two Sigma Securities
New York
$539K +$549K +7,727 New
SG Americas Securities
11
SG Americas Securities
New York
$502K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$465K +$239K +3,359 +102%
PAS
13
Partnervest Advisory Services
California
$323K -$53.3K -750 -14%
SFS
14
Sowell Financial Services
Arkansas
$232K +$245K +3,450 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$228K +$232K +3,263 New
RCM
16
Robinson Capital Management
Michigan
$192K
Citadel Advisors
17
Citadel Advisors
Florida
$183K -$698K -9,811 -79%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$139K +$21.3K +300 +18%
AIM
19
Advantage Investment Management
Iowa
$84K
DSN
20
D. Scott Neal
Kentucky
$48K +$48.8K +686 New
IA
21
IFP Advisors
Florida
$42K -$16K -225 -27%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$41K
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$15K +$15.1K +213 New
Barclays
24
Barclays
United Kingdom
$8K -$26.3K -370 -75%
DADC
25
D.A. Davidson & Co
Montana
$5K +$5.26K +74 New

DOG Hedge Fund Activity: Q2 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Short Dow30 (DOG) for Q2 2017, worth a combined $42M — down 9.6% from $46.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DOG and 6 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $3.16M. The largest seller was Wells Fargo, cutting an estimated $3.54M.

  • 28 institutional investors held ProShares Short Dow30 (DOG) as of Q2 2017, down from 30 in Q1 2017.
  • Funds reported $42M of ProShares Short Dow30 stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 6 funds opened new ProShares Short Dow30 positions in Q2 2017 and 8 closed out, a net change of -2 holders.
  • The largest ProShares Short Dow30 buyer in Q2 2017 was Morgan Stanley, an estimated $3.16M added.
  • The largest ProShares Short Dow30 seller in Q2 2017 was Wells Fargo, an estimated $3.54M sold.

Based on aggregated 13F filings for Q2 2017.