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ProShares UltraShort Dow 30

18 hedge funds and large institutions have $6.85M invested in ProShares UltraShort Dow 30 in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $5.17M

0.12% less ownership

Funds ownership: 0.27%0.15% (-0.12%)

14% less funds holding

Funds holding: 2118 (-3)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

45% less capital invested

Capital invested by funds: $12.4M → $6.85M (-$5.55M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
5
Reduced
7
Closed
7
Calls
$12.2M
Puts
$5.17M
Net Calls
+$6.98M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
JT
1
Jump Trading
Illinois
$1.99M +$1.47M +2,950 +263%
TRCT
2
Tower Research Capital (TRC)
New York
$1.63M +$173K +347 +12%
BC
3
BMI Capital
New York
$834K -$29.9K -60 -3%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$509K +$519K +1,040 New
Citadel Advisors
5
Citadel Advisors
Florida
$427K -$27K -54 -6%
LPL Financial
6
LPL Financial
California
$363K +$87.8K +176 +32%
CA
7
Commerzbank Aktiengesellschaft
Germany
$357K -$250K -500 -41%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$320K +$314K +630 +2,520%
U
9
UBS
Switzerland
$148K +$21K +42 +16%
Morgan Stanley
10
Morgan Stanley
New York
$106K -$410K -822 -79%
Creative Planning
11
Creative Planning
Kansas
$98K -$12.5K -25 -11%
WAM
12
Wolverine Asset Management
Illinois
$26K +$27.5K +55 New
FI
13
FCM Investments
Texas
$18K -$1.85M -3,697 -99%
Citigroup
14
Citigroup
New York
$6K -$44.9K -90 -88%
Bank of America
15
Bank of America
North Carolina
$5K
LFR
16
Lehman Financial Resources
Pennsylvania
$5K
WA
17
WFG Advisors
Texas
$5K +$4.99K +10 New
NFG
18
Next Financial Group
Texas
$2K +$2K +4 New
ACM
19
Avalon Capital Management
California
-$2.63M -5,138 Closed
VF
20
Virtu Financial
New York
-$1.1M -2,153 Closed
RCM
21
Rotella Capital Management
Washington
-$931K -1,820 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$520K -1,041 Closed
BRWA
23
B. Riley Wealth Advisors
Florida
-$53.3K -104 Closed
Walleye Trading
24
Walleye Trading
New York
-$8.48K -17 Closed
HR
25
Howe & Rusling
New York
-$8K -15 Closed

DXD Hedge Fund Activity: Q3 2014 in Review

18 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Dow 30 (DXD) for Q3 2014, worth a combined $6.85M — down 45% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DXD and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Jump Trading, adding an estimated $1.47M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $2.63M sold.

  • 18 institutional investors held ProShares UltraShort Dow 30 (DXD) as of Q3 2014, down from 21 in Q2 2014.
  • Funds reported $6.85M of ProShares UltraShort Dow 30 stock for Q3 2014, down 45% quarter-over-quarter.
  • 4 funds opened new ProShares UltraShort Dow 30 positions in Q3 2014 and 7 closed out, a net change of -3 holders.
  • The largest ProShares UltraShort Dow 30 buyer in Q3 2014 was Jump Trading, an estimated $1.47M added.
  • The largest ProShares UltraShort Dow 30 seller in Q3 2014 was Avalon Capital Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2014.