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DOG

ProShares Short Dow30

32 hedge funds and large institutions have $40.2M invested in ProShares Short Dow30 in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $5.23M | Put options by funds: $3.62M

11.8% more ownership

Funds ownership: 5.68%17.48% (+12%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

18% less funds holding

Funds holding: 3932 (-7)

35% less capital invested

Capital invested by funds: $61.6M → $40.2M (-$21.4M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
-7
Holders Change %
-17.95%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
10
Reduced
12
Closed
11
Calls
$5.23M
Puts
$3.62M
Net Calls
+$1.62M
Net Calls Change
+$438K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.7M +$2.86M +48,166 +22%
Morgan Stanley
2
Morgan Stanley
New York
$7.63M -$21.8M -367,489 -74%
DAS
3
Dynamic Advisor Solutions
Arizona
$4.27M -$529K -8,904 -11%
JWS
4
Juncture Wealth Strategies
Arizona
$2.14M +$194K +3,262 +10%
RJA
5
Raymond James & Associates
Florida
$1.8M +$185K +3,114 +12%
LPL Financial
6
LPL Financial
California
$1.57M +$317K +5,334 +26%
TRCT
7
Tower Research Capital (TRC)
New York
$1.13M +$1.12M +18,815 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$952K +$448K +7,552 +90%
Jane Street
9
Jane Street
New York
$939K +$437K +7,355 +88%
BAM
10
Belpointe Asset Management
Nevada
$751K +$745K +12,544 New
UBS Group
11
UBS Group
Switzerland
$669K -$1.8M -30,301 -73%
EP
12
Elkhorn Partners
Nebraska
$656K +$29.7K +500 +5%
WP
13
WealthSource Partners
California
$629K -$148K -2,500 -19%
PAS
14
Partnervest Advisory Services
California
$352K -$96.5K -1,625 -22%
Renaissance Technologies
15
Renaissance Technologies
New York
$248K +$246K +4,150 New
RCM
16
Robinson Capital Management
Michigan
$165K
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$142K -$3.09K -52 -2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$105K +$308K +5,182 +300%
AIM
19
Advantage Investment Management
Iowa
$65K +$9.68K +163 +15%
RE
20
RBC Europe
United Kingdom
$64.2K -$59 -1 -0.1%
AIM
21
Arcadia Investment Management
Michigan
$60K
IA
22
IFP Advisors
Florida
$40K -$3.27K -55 -8%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$34K -$59 -1 -0.2%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$15K
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$13K -$59 -1 -0.5%

DOG Hedge Fund Activity: Q2 2018 in Review

32 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ProShares Short Dow30 (DOG) for Q2 2018, worth a combined $40.2M — down 35% from $61.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DOG and 5 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Wells Fargo, adding an estimated $2.86M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 32 institutional investors held ProShares Short Dow30 (DOG) as of Q2 2018, down from 39 in Q1 2018.
  • Funds reported $40.2M of ProShares Short Dow30 stock for Q2 2018, down 35% quarter-over-quarter.
  • 5 funds opened new ProShares Short Dow30 positions in Q2 2018 and 11 closed out, a net change of -6 holders.
  • The largest ProShares Short Dow30 buyer in Q2 2018 was Wells Fargo, an estimated $2.86M added.
  • The largest ProShares Short Dow30 seller in Q2 2018 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2018.