ProShares Equities for Rising Rates ETF
EQRR
35 hedge funds and large institutions have $29M invested in ProShares Equities for Rising Rates ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 6 closing their positions.
3.93% less ownership
Funds ownership: 51.43% → 47.5% (-3.9%)
8% less funds holding
Funds holding: 38 → 35 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
19% less capital invested
Capital invested by funds: $35.9M → $29M (-$6.9M)
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$1.22M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$483K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$398K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$301K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.16M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$1.16M |
| 3 |
Citigroup
New York
|
-$813K |
| 4 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$708K |
| 5 |
Morgan Stanley
New York
|
-$309K |
EQRR Hedge Fund Activity: Q1 2023 in Review
35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares Equities for Rising Rates ETF (EQRR) for Q1 2023, worth a combined $29M — down 19% from $35.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EQRR and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 7 added.
The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $1.22M. The largest seller was Royal Bank of Canada, cutting an estimated $1.16M.
- 35 institutional investors held ProShares Equities for Rising Rates ETF (EQRR) as of Q1 2023, down from 38 in Q4 2022.
- Funds reported $29M of ProShares Equities for Rising Rates ETF stock for Q1 2023, down 19% quarter-over-quarter.
- 5 funds opened new ProShares Equities for Rising Rates ETF positions in Q1 2023 and 6 closed out, a net change of -1 holder.
- The largest ProShares Equities for Rising Rates ETF buyer in Q1 2023 was Gallagher Fiduciary Advisors, an estimated $1.22M added.
- The largest ProShares Equities for Rising Rates ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2023.