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ProShares UltraShort Dow 30

21 hedge funds and large institutions have $12.4M invested in ProShares UltraShort Dow 30 in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $4.83M

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more capital invested

Capital invested by funds: $8.58M → $12.4M (+$3.82M)

31% more funds holding

Funds holding: 1621 (+5)

0.07% more ownership

Funds ownership: 0.2%0.27% (+0.07%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
4
Reduced
8
Closed
2
Calls
$18.8M
Puts
$4.83M
Net Calls
+$13.9M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Avalon Capital Management
California
$2.63M +$2.72M +5,138 New
FI
2
FCM Investments
Texas
$1.91M
TRCT
3
Tower Research Capital (TRC)
New York
$1.52M +$1.58M +2,983 New
VF
4
Virtu Financial
New York
$1.1M +$1.14M +2,153 New
RCM
5
Rotella Capital Management
Washington
$931K +$964K +1,820 New
BC
6
BMI Capital
New York
$902K -$75.7K -143 -7%
CA
7
Commerzbank Aktiengesellschaft
Germany
$629K +$26.5K +50 +4%
JT
8
Jump Trading
Illinois
$573K -$146K -276 -20%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$532K +$179K +338 +48%
Morgan Stanley
10
Morgan Stanley
New York
$531K -$1.3M -2,458 -70%
Citadel Advisors
11
Citadel Advisors
Florida
$474K +$490K +925 +30,833%
LPL Financial
12
LPL Financial
California
$279K -$373K -704 -56%
U
13
UBS
Switzerland
$133K -$121K -228 -47%
Creative Planning
14
Creative Planning
Kansas
$115K +$119K +225 New
BRWA
15
B. Riley Wealth Advisors
Florida
$53.3K +$55.1K +104 New
Citigroup
16
Citigroup
New York
$52K +$5.3K +10 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13K -$4.24K -8 -24%
HR
18
Howe & Rusling
New York
$8K +$7.94K +15 New
Bank of America
19
Bank of America
North Carolina
$5K -$20.7K -39 -80%
LFR
20
Lehman Financial Resources
Pennsylvania
$5K
Walleye Trading
21
Walleye Trading
New York
$9 -$250K -472 -97%
Two Sigma Investments
22
Two Sigma Investments
New York
-$493K -905 Closed
Jane Street
23
Jane Street
New York
-$272K -514 Closed

DXD Hedge Fund Activity: Q2 2014 in Review

21 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Dow 30 (DXD) for Q2 2014, worth a combined $12.4M — up 44% from $8.58M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DXD positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.72M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 21 institutional investors held ProShares UltraShort Dow 30 (DXD) as of Q2 2014, up from 16 in Q1 2014.
  • Funds reported $12.4M of ProShares UltraShort Dow 30 stock for Q2 2014, up 44% quarter-over-quarter.
  • 7 funds opened new ProShares UltraShort Dow 30 positions in Q2 2014 and 2 closed out, a net change of +5 holders.
  • The largest ProShares UltraShort Dow 30 buyer in Q2 2014 was Avalon Capital Management, an estimated $2.72M added.
  • The largest ProShares UltraShort Dow 30 seller in Q2 2014 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2014.