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ProShares Hedge Replication ETF

20 hedge funds and large institutions have $23.6M invested in ProShares Hedge Replication ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 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

25% more funds holding

Funds holding: 1620 (+4)

5% less capital invested

Capital invested by funds: $24.7M → $23.6M (-$1.15M)

5.14% less ownership

Funds ownership: 61.16%56.02% (-5.1%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.82M -$1.06M -25,074 -15%
ProShare Advisors
2
ProShare Advisors
Maryland
$5.75M -$574K -13,591 -9%
Bank of America
3
Bank of America
North Carolina
$4.07M -$1.41M -33,418 -26%
Morgan Stanley
4
Morgan Stanley
New York
$2.18M +$643K +15,218 +42%
Jane Street
5
Jane Street
New York
$1.59M +$1.6M +37,803 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$912K -$243K -5,762 -21%
Axa
7
Axa
France
$912K +$916K +21,680 New
UBS Group
8
UBS Group
Switzerland
$719K -$170K -4,024 -19%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$645K
Goldman Sachs
10
Goldman Sachs
New York
$407K +$82.8K +1,959 +25%
Ameriprise
11
Ameriprise
Minnesota
$222K +$2.32K +55 +1%
VNA
12
Valley National Advisers
Pennsylvania
$187K -$281K -6,657 -60%
PSI
13
Pinnacle Summer Investments
Virginia
$36K +$28.8K +681 +389%
NR
14
Newfound Research
Massachusetts
$36K +$36.2K +856 New
ACM
15
Argentus Capital Management
Texas
$28K -$361K -8,534 -93%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$21K
TRCT
17
Tower Research Capital (TRC)
New York
$14K +$14K +331 New
MFS
18
MSI Financial Services
Massachusetts
$12K +$12.2K +288 New
AIG
19
American International Group
New York
$8K +$7.73K +183 New
WEC
20
Winslow Evans & Crocker
Massachusetts
$1.35K -$507 -12 -27%
VKH
21
Virtu KCG Holdings
New York
-$400K -9,658 Closed

HDG Hedge Fund Activity: Q4 2015 in Review

20 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Hedge Replication ETF (HDG) for Q4 2015, worth a combined $23.6M — down 4.6% from $24.7M 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 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.6M. The largest seller was Bank of America, cutting an estimated $1.41M.

  • 20 institutional investors held ProShares Hedge Replication ETF (HDG) as of Q4 2015, up from 16 in Q3 2015.
  • Funds reported $23.6M of ProShares Hedge Replication ETF stock for Q4 2015, down 4.6% quarter-over-quarter.
  • 6 funds opened new ProShares Hedge Replication ETF positions in Q4 2015 and 1 closed out, a net change of +5 holders.
  • The largest ProShares Hedge Replication ETF buyer in Q4 2015 was Jane Street, an estimated $1.6M added.
  • The largest ProShares Hedge Replication ETF seller in Q4 2015 was Bank of America, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2015.