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ProShares Hedge Replication ETF

18 hedge funds and large institutions have $16.3M invested in ProShares Hedge Replication ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

6% more funds holding

Funds holding: 1718 (+1)

0.78% less ownership

Funds ownership: 44.74%43.96% (-0.78%)

8% less capital invested

Capital invested by funds: $17.8M → $16.3M (-$1.45M)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
1
ProShare Advisors
Maryland
$3.25M +$108K +2,441 +3%
Bank of America
2
Bank of America
North Carolina
$3.04M +$145K +3,259 +5%
Stifel Financial
3
Stifel Financial
Missouri
$2.8M +$2.78M +62,635 New
Jane Street
4
Jane Street
New York
$1.74M +$1.06M +23,945 +160%
Axa
5
Axa
France
$1.5M
Morgan Stanley
6
Morgan Stanley
New York
$1.26M -$64.9K -1,462 -5%
Wells Fargo
7
Wells Fargo
California
$793K -$5.23M -117,817 -87%
VF
8
Virtu Financial
New York
$781K +$774K +17,428 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$660K -$384K -8,646 -37%
Ameriprise
10
Ameriprise
Minnesota
$300K +$26.7K +602 +10%
UBS Group
11
UBS Group
Switzerland
$136K +$32.4K +730 +32%
AG
12
Advisor Group
Arizona
$55K +$1.91K +43 +4%
NR
13
Newfound Research
Massachusetts
$8K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3K
FFW
15
Fusion Family Wealth
New York
$3K
JP Morgan Chase
16
JP Morgan Chase
New York
$2K -$4.44K -100 -69%
VNA
17
Valley National Advisers
Pennsylvania
$1K -$3.77K -85 -75%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1K +$1.47K +33 New
Citadel Advisors
19
Citadel Advisors
Florida
-$415K -9,392 Closed

HDG Hedge Fund Activity: Q3 2017 in Review

18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Hedge Replication ETF (HDG) for Q3 2017, worth a combined $16.3M — down 8.2% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HDG positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $2.78M. The largest seller was Wells Fargo, cutting an estimated $5.23M.

  • 18 institutional investors held ProShares Hedge Replication ETF (HDG) as of Q3 2017, up from 17 in Q2 2017.
  • Funds reported $16.3M of ProShares Hedge Replication ETF stock for Q3 2017, down 8.2% quarter-over-quarter.
  • 3 funds opened new ProShares Hedge Replication ETF positions in Q3 2017 and 1 closed out, a net change of +2 holders.
  • The largest ProShares Hedge Replication ETF buyer in Q3 2017 was Stifel Financial, an estimated $2.78M added.
  • The largest ProShares Hedge Replication ETF seller in Q3 2017 was Wells Fargo, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2017.