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ProShares Hedge Replication ETF

14 hedge funds and large institutions have $28.7M invested in ProShares Hedge Replication ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

40% more funds holding

Funds holding: 1014 (+4)

36% more capital invested

Capital invested by funds: $21.1M → $28.7M (+$7.58M)

16.88% more ownership

Funds ownership: 63.07%79.95% (+17%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.35M +$891K +21,218 +14%
Wells Fargo
2
Wells Fargo
California
$4.87M +$1.02M +24,304 +27%
ProShare Advisors
3
ProShare Advisors
Maryland
$4.34M +$4.32M +102,976 New
UBS Group
4
UBS Group
Switzerland
$3.78M +$3.76M +89,435 New
Morgan Stanley
5
Morgan Stanley
New York
$2.52M -$494K -11,766 -16%
Deutsche Bank
6
Deutsche Bank
Germany
$2.5M +$1.32M +31,409 +114%
Goldman Sachs
7
Goldman Sachs
New York
$1.5M +$515K +12,271 +53%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$591K -$980K -23,346 -63%
VNA
9
Valley National Advisers
Pennsylvania
$485K +$488K +11,630 New
Jane Street
10
Jane Street
New York
$437K +$434K +10,332 New
VKH
11
Virtu KCG Holdings
New York
$334K -$88.6K -2,109 -21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8K +$8.4K +200 New
NC
13
NewSquare Capital
Pennsylvania
$2K -$7.68K -183 -82%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2K +$1.55K +37 New
Ameriprise
15
Ameriprise
Minnesota
-$88K -2,089 Closed

HDG Hedge Fund Activity: Q4 2014 in Review

14 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ProShares Hedge Replication ETF (HDG) for Q4 2014, worth a combined $28.7M — up 36% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HDG positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $4.32M. The largest seller was Susquehanna International Group, cutting an estimated $980K.

  • 14 institutional investors held ProShares Hedge Replication ETF (HDG) as of Q4 2014, up from 10 in Q3 2014.
  • Funds reported $28.7M of ProShares Hedge Replication ETF stock for Q4 2014, up 36% quarter-over-quarter.
  • 6 funds opened new ProShares Hedge Replication ETF positions in Q4 2014 and 1 closed out, a net change of +5 holders.
  • The largest ProShares Hedge Replication ETF buyer in Q4 2014 was ProShare Advisors, an estimated $4.32M added.
  • The largest ProShares Hedge Replication ETF seller in Q4 2014 was Susquehanna International Group, an estimated $980K sold.

Based on aggregated 13F filings for Q4 2014.