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ProShares Hedge Replication ETF

16 hedge funds and large institutions have $24.7M invested in ProShares Hedge Replication ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $23.5M → $24.7M (+$1.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.15% less ownership

Funds ownership: 59.79%55.64% (-4.2%)

16% less funds holding

Funds holding: 1916 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
7
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.1M +$2.58M +49,621 +74%
PCS
2
Personal CFO Solutions
New Jersey
$4.25M +$22.8K +437 +0.5%
RJA
3
Raymond James & Associates
Florida
$2.92M -$28.5K -548 -1%
Ameriprise
4
Ameriprise
Minnesota
$2.52M +$44.3K +851 +2%
ProShare Advisors
5
ProShare Advisors
Maryland
$2.36M +$21.8K +419 +0.9%
CWM
6
Comprehensive Wealth Management
Washington
$1.65M -$301K -5,786 -16%
Jane Street
7
Jane Street
New York
$1.44M +$1.43M +27,444 New
Morgan Stanley
8
Morgan Stanley
New York
$1.4M +$38.4K +737 +3%
FAIM
9
Financial Advocates Investment Management
Washington
$622K -$4.53K -87 -0.7%
CS
10
Credit Suisse
Switzerland
$519K -$341K -6,550 -40%
CIC
11
Cutler Investment Counsel
Oregon
$394K +$14.3K +274 +4%
LPL Financial
12
LPL Financial
California
$234K -$45.1K -866 -16%
CQS
13
Credential Qtrade Securities
$224K +$88.6K +1,700 +61%
UBS Group
14
UBS Group
Switzerland
$55K +$54.3K +1,042 New
Osaic Holdings
15
Osaic Holdings
Arizona
$50K -$8.86K -170 -15%
AWA
16
Arkadios Wealth Advisors
Georgia
$1K
EH
17
Equitable Holdings
New York
-$2.01M -38,910 Closed
CW
18
CreativeOne Wealth
Kansas
-$426K -8,241 Closed
GM
19
GeoWealth Management
Illinois
-$127K -2,444 Closed
Bank of America
20
Bank of America
North Carolina
-$12K -224 Closed
HWMA
21
Heritage Wealth Management (Arizona)
Arizona
-$10K -192 Closed

HDG Hedge Fund Activity: Q2 2021 in Review

16 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ProShares Hedge Replication ETF (HDG) for Q2 2021, worth a combined $24.7M — up 5.2% from $23.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HDG and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Wells Fargo, adding an estimated $2.58M. The largest seller was Equitable Holdings, exiting entirely with an estimated $2.01M sold.

  • 16 institutional investors held ProShares Hedge Replication ETF (HDG) as of Q2 2021, down from 19 in Q1 2021.
  • Funds reported $24.7M of ProShares Hedge Replication ETF stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 2 funds opened new ProShares Hedge Replication ETF positions in Q2 2021 and 5 closed out, a net change of -3 holders.
  • The largest ProShares Hedge Replication ETF buyer in Q2 2021 was Wells Fargo, an estimated $2.58M added.
  • The largest ProShares Hedge Replication ETF seller in Q2 2021 was Equitable Holdings, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2021.