ProShares Merger ETF
MRGR
10 hedge funds and large institutions have $55.2M invested in ProShares Merger ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
3% more capital invested
Capital invested by funds: $53.3M → $55.2M (+$1.84M)
2% less ownership
Funds ownership: 81.6% → 79.6% (-2%)
9% less funds holding
Funds holding: 11 → 10 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.29M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.62M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$113K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$97.3K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$35.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$1.51M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$336K |
| 3 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$323K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$246K |
| 5 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$217K |
MRGR Hedge Fund Activity: Q1 2022 in Review
10 of the 6,359 institutional investors tracked by Wall St. Rank reported a position in ProShares Merger ETF (MRGR) for Q1 2022, worth a combined $55.2M — up 3.5% from $53.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MRGR and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 5 added.
The largest buyer was Gradient Investments, adding an estimated $3.29M. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $1.51M sold.
- 10 institutional investors held ProShares Merger ETF (MRGR) as of Q1 2022, down from 11 in Q4 2021.
- Funds reported $55.2M of ProShares Merger ETF stock for Q1 2022, up 3.5% quarter-over-quarter.
- 3 funds opened new ProShares Merger ETF positions in Q1 2022 and 4 closed out, a net change of -1 holder.
- The largest ProShares Merger ETF buyer in Q1 2022 was Gradient Investments, an estimated $3.29M added.
- The largest ProShares Merger ETF seller in Q1 2022 was Wealthcare Advisory Partners, an estimated $1.51M sold.
Based on aggregated 13F filings for Q1 2022.