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ProShares UltraShort Dow 30

19 hedge funds and large institutions have $10.3M invested in ProShares UltraShort Dow 30 in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $5.28M | Put options by funds: $1.97M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 0.44%0.25% (-0.19%)

17% less funds holding

Funds holding: 2319 (-4)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

58% less capital invested

Capital invested by funds: $24.7M → $10.3M (-$14.4M)

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
4
Reduced
6
Closed
7
Calls
$5.28M
Puts
$1.97M
Net Calls
+$3.31M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FCM Investments
Texas
$5.78M +$2.05M +5,033 +54%
VF
2
Virtu Financial
New York
$1.09M -$1.55M -3,802 -58%
LPL Financial
3
LPL Financial
California
$863K +$426K +1,046 +101%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$763K +$431K +1,058 +127%
Jane Street
5
Jane Street
New York
$546K -$502K -1,232 -48%
SPC
6
Sigma Planning Corp
Michigan
$302K -$932K -2,286 -75%
CA
7
Commerzbank Aktiengesellschaft
Germany
$294K
IA
8
IFP Advisors
Florida
$294K +$297K +728 New
UBS Group
9
UBS Group
Switzerland
$134K +$59.5K +146 +78%
Citadel Advisors
10
Citadel Advisors
Florida
$117K -$57.1K -140 -32%
Morgan Stanley
11
Morgan Stanley
New York
$77K -$349K -856 -82%
WAM
12
Wolverine Asset Management
Illinois
$22K
AIG
13
American International Group
New York
$20K
Barclays
14
Barclays
United Kingdom
$14K -$315K -772 -96%
SF
15
Synovus Financial
Georgia
$10K
Bank of America
16
Bank of America
North Carolina
$4K
WP
17
WealthPLAN Partners
Nebraska
$3.21K +$3.26K +8 New
First Manhattan
18
First Manhattan
New York
$2K
Creative Planning
19
Creative Planning
Kansas
$2K +$1.63K +4 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
-$6.46M -13,557 Closed
AG
21
Appleton Group
Wisconsin
-$2.36M -4,956 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$1.84M -3,864 Closed
RJA
23
Raymond James & Associates
Florida
-$968K -2,031 Closed
FTUS
24
Flow Traders U.S.
New York
-$316K -664 Closed
CFN
25
Cordasco Financial Network
Florida
-$48K -102 Closed

DXD Hedge Fund Activity: Q4 2015 in Review

19 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Dow 30 (DXD) for Q4 2015, worth a combined $10.3M — down 58% from $24.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DXD and 3 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was FCM Investments, adding an estimated $2.05M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $6.46M sold.

  • 19 institutional investors held ProShares UltraShort Dow 30 (DXD) as of Q4 2015, down from 23 in Q3 2015.
  • Funds reported $10.3M of ProShares UltraShort Dow 30 stock for Q4 2015, down 58% quarter-over-quarter.
  • 3 funds opened new ProShares UltraShort Dow 30 positions in Q4 2015 and 7 closed out, a net change of -4 holders.
  • The largest ProShares UltraShort Dow 30 buyer in Q4 2015 was FCM Investments, an estimated $2.05M added.
  • The largest ProShares UltraShort Dow 30 seller in Q4 2015 was Cambridge Investment Research Advisors, an estimated $6.46M sold.

Based on aggregated 13F filings for Q4 2015.