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ProShares Hedge Replication ETF

11 hedge funds and large institutions have $24.5M invested in ProShares Hedge Replication ETF in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less capital invested

Capital invested by funds: $28.7M → $24.5M (-$4.2M)

18.46% less ownership

Funds ownership: 79.95%61.49% (-18%)

21% less funds holding

Funds holding: 1411 (-3)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.59M +$1.62M +37,886 +33%
Bank of America
2
Bank of America
North Carolina
$6.32M -$1.16M -27,084 -16%
ProShare Advisors
3
ProShare Advisors
Maryland
$4.26M -$177K -4,151 -4%
UBS Group
4
UBS Group
Switzerland
$2.69M -$1.16M -27,088 -30%
Morgan Stanley
5
Morgan Stanley
New York
$1.64M -$920K -21,544 -36%
Goldman Sachs
6
Goldman Sachs
New York
$1.52M -$13.4K -314 -0.9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$867K +$261K +6,115 +44%
VNA
8
Valley National Advisers
Pennsylvania
$491K -$10.5K -246 -2%
TFA
9
Transamerica Financial Advisors
Florida
$109K +$107K +2,508 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26K +$17.1K +400 +200%
NC
11
NewSquare Capital
Pennsylvania
$2K
Deutsche Bank
12
Deutsche Bank
Germany
-$2.5M -59,058 Closed
Jane Street
13
Jane Street
New York
-$437K -10,332 Closed
VKH
14
Virtu KCG Holdings
New York
-$334K -7,887 Closed
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
-$2K -37 Closed

HDG Hedge Fund Activity: Q1 2015 in Review

11 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Hedge Replication ETF (HDG) for Q1 2015, worth a combined $24.5M — down 15% from $28.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HDG and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was Wells Fargo, adding an estimated $1.62M. The largest seller was Deutsche Bank, exiting entirely with an estimated $2.5M sold.

  • 11 institutional investors held ProShares Hedge Replication ETF (HDG) as of Q1 2015, down from 14 in Q4 2014.
  • Funds reported $24.5M of ProShares Hedge Replication ETF stock for Q1 2015, down 15% quarter-over-quarter.
  • 1 fund opened new ProShares Hedge Replication ETF positions in Q1 2015 and 4 closed out, a net change of -3 holders.
  • The largest ProShares Hedge Replication ETF buyer in Q1 2015 was Wells Fargo, an estimated $1.62M added.
  • The largest ProShares Hedge Replication ETF seller in Q1 2015 was Deutsche Bank, an estimated $2.5M sold.

Based on aggregated 13F filings for Q1 2015.