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ProShares Merger ETF

14 hedge funds and large institutions have $5.6M invested in ProShares Merger ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 1514 (-1)

9.53% less ownership

Funds ownership: 42.8%33.27% (-9.5%)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

52% less capital invested

Capital invested by funds: $11.6M → $5.6M (-$6M)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change

MRGR Hedge Fund Activity: Q4 2022 in Review

14 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares Merger ETF (MRGR) for Q4 2022, worth a combined $5.6M — down 52% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MRGR and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $881K. The largest seller was Retirement Planning Group (Kansas), exiting entirely with an estimated $2.08M sold.

  • 14 institutional investors held ProShares Merger ETF (MRGR) as of Q4 2022, down from 15 in Q3 2022.
  • Funds reported $5.6M of ProShares Merger ETF stock for Q4 2022, down 52% quarter-over-quarter.
  • 2 funds opened new ProShares Merger ETF positions in Q4 2022 and 3 closed out, a net change of -1 holder.
  • The largest ProShares Merger ETF buyer in Q4 2022 was Citadel Advisors, an estimated $881K added.
  • The largest ProShares Merger ETF seller in Q4 2022 was Retirement Planning Group (Kansas), an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2022.