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ProShares Hedge Replication ETF

23 hedge funds and large institutions have $16.3M invested in ProShares Hedge Replication ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

21% more funds holding

Funds holding: 1923 (+4)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

13.07% less ownership

Funds ownership: 55.62%42.55% (-13%)

32% less capital invested

Capital invested by funds: $23.9M → $16.3M (-$7.62M)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$2.98M +$82.7K +1,817 +3%
Deutsche Bank
2
Deutsche Bank
Germany
$2.67M +$2.7M +59,245 New
Axa
3
Axa
France
$2.14M +$46K +1,010 +2%
ProShare Advisors
4
ProShare Advisors
Maryland
$1.94M -$455K -9,991 -19%
Morgan Stanley
5
Morgan Stanley
New York
$1.72M +$150K +3,303 +9%
BDS
6
Banco de Sabadell
Florida
$1.27M -$4.88M -107,257 -79%
FAIM
7
Financial Advocates Investment Management
Washington
$785K +$23.5K +516 +3%
Wells Fargo
8
Wells Fargo
California
$722K -$1.39M -30,542 -66%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$577K +$581K +12,767 New
Ameriprise
10
Ameriprise
Minnesota
$458K -$4.17M -91,744 -90%
Jane Street
11
Jane Street
New York
$454K +$146K +3,214 +47%
Bank of America
12
Bank of America
North Carolina
$450K +$39.4K +866 +10%
UBS Group
13
UBS Group
Switzerland
$88K -$774 -17 -0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24K +$24.2K +531 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$14K +$13.7K +300 New
NR
16
Newfound Research
Massachusetts
$8K
AG
17
Advisor Group
Arizona
$7K -$45.9K -1,009 -87%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3K
FFW
19
Fusion Family Wealth
New York
$3K
OIA
20
OneDigital Investment Advisors
Kansas
$3K +$2.59K +57 New
JP Morgan Chase
21
JP Morgan Chase
New York
$2K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1K
VNA
23
Valley National Advisers
Pennsylvania
$1K
VF
24
Virtu Financial
New York
-$442K -9,761 Closed

HDG Hedge Fund Activity: Q1 2018 in Review

23 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ProShares Hedge Replication ETF (HDG) for Q1 2018, worth a combined $16.3M — down 32% from $23.9M a quarter earlier.

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

The largest buyer was Deutsche Bank, opening a new position worth an estimated $2.7M. The largest seller was Banco de Sabadell, cutting an estimated $4.88M.

  • 23 institutional investors held ProShares Hedge Replication ETF (HDG) as of Q1 2018, up from 19 in Q4 2017.
  • Funds reported $16.3M of ProShares Hedge Replication ETF stock for Q1 2018, down 32% quarter-over-quarter.
  • 5 funds opened new ProShares Hedge Replication ETF positions in Q1 2018 and 1 closed out, a net change of +4 holders.
  • The largest ProShares Hedge Replication ETF buyer in Q1 2018 was Deutsche Bank, an estimated $2.7M added.
  • The largest ProShares Hedge Replication ETF seller in Q1 2018 was Banco de Sabadell, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2018.