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ProShares Hedge Replication ETF

20 hedge funds and large institutions have $32.4M invested in ProShares Hedge Replication ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

99% more capital invested

Capital invested by funds: $16.3M → $32.4M (+$16.1M)

20.09% more ownership

Funds ownership: 42.55%62.64% (+20%)

13% less funds holding

Funds holding: 2320 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ET
1
Equitable Trust
Tennessee
$11.6M +$11.7M +256,772 New
Jane Street
2
Jane Street
New York
$3.19M +$2.76M +60,804 +604%
Stifel Financial
3
Stifel Financial
Missouri
$3M +$35.4K +780 +1%
Wells Fargo
4
Wells Fargo
California
$2.8M +$2.1M +46,169 +289%
Deutsche Bank
5
Deutsche Bank
Germany
$2.49M -$177K -3,888 -7%
Axa
6
Axa
France
$2.13M
ProShare Advisors
7
ProShare Advisors
Maryland
$2.05M +$119K +2,614 +6%
Morgan Stanley
8
Morgan Stanley
New York
$1.82M +$106K +2,338 +6%
FAIM
9
Financial Advocates Investment Management
Washington
$934K +$155K +3,414 +20%
Citadel Advisors
10
Citadel Advisors
Florida
$816K +$823K +18,116 New
Ameriprise
11
Ameriprise
Minnesota
$610K +$152K +3,335 +33%
Bank of America
12
Bank of America
North Carolina
$464K +$16.3K +359 +4%
UBS Group
13
UBS Group
Switzerland
$306K +$220K +4,850 +248%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$219K -$359K -7,909 -62%
NR
15
Newfound Research
Massachusetts
$8K
OIA
16
OneDigital Investment Advisors
Kansas
$6K +$3.36K +74 +130%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3K
AG
18
Advisor Group
Arizona
$2K -$4.59K -101 -66%
JP Morgan Chase
19
JP Morgan Chase
New York
$2K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1K
BDS
21
Banco de Sabadell
Florida
-$1.27M -28,136 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$24K -531 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$14K -300 Closed
FFW
24
Fusion Family Wealth
New York
-$3K -66 Closed
VNA
25
Valley National Advisers
Pennsylvania
-$1K -29 Closed

HDG Hedge Fund Activity: Q2 2018 in Review

20 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ProShares Hedge Replication ETF (HDG) for Q2 2018, worth a combined $32.4M — up 99% from $16.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HDG and 2 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, adding an estimated $2.76M. The largest seller was Banco de Sabadell, exiting entirely with an estimated $1.27M sold.

  • 20 institutional investors held ProShares Hedge Replication ETF (HDG) as of Q2 2018, down from 23 in Q1 2018.
  • Funds reported $32.4M of ProShares Hedge Replication ETF stock for Q2 2018, up 99% quarter-over-quarter.
  • 2 funds opened new ProShares Hedge Replication ETF positions in Q2 2018 and 5 closed out, a net change of -3 holders.
  • The largest ProShares Hedge Replication ETF buyer in Q2 2018 was Jane Street, an estimated $2.76M added.
  • The largest ProShares Hedge Replication ETF seller in Q2 2018 was Banco de Sabadell, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2018.