We are live on ! Find out more
OILK icon

ProShares K-1 Free Crude Oil Strategy ETF

20 hedge funds and large institutions have $7.71M invested in ProShares K-1 Free Crude Oil Strategy ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

5% more funds holding

Funds holding: 1920 (+1)

2.61% less ownership

Funds ownership: 16.87%14.26% (-2.6%)

32% less capital invested

Capital invested by funds: $11.3M → $7.71M (-$3.59M)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Old Mission Capital
Illinois
$1.58M +$657K +12,251 +46%
LPL Financial
2
LPL Financial
California
$1.46M +$664K +12,385 +52%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$920K +$1.21M +22,634 New
Stifel Financial
4
Stifel Financial
Missouri
$875K +$158K +2,952 +16%
Citadel Advisors
5
Citadel Advisors
Florida
$778K +$1.03M +19,130 New
Osaic Holdings
6
Osaic Holdings
Arizona
$747K -$269K -5,021 -21%
Wells Fargo
7
Wells Fargo
California
$468K +$18.7K +349 +3%
FTUS
8
Flow Traders U.S.
New York
$274K +$361K +6,742 New
Jane Street
9
Jane Street
New York
$243K +$320K +5,968 New
LTI
10
Laffer Tengler Investments
Tennessee
$135K +$20.5K +383 +13%
GWM
11
Geneos Wealth Management
Colorado
$121K
UBS Group
12
UBS Group
Switzerland
$49K -$41.9K -781 -39%
AF
13
Allworth Financial
California
$26K
AWM
14
AllSquare Wealth Management
New York
$14K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4K -$965K -18,001 -99%
RDIA
16
RE Dickinson Investment Advisors
Iowa
$4K +$5.36K +100 New
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$3K
Morgan Stanley
18
Morgan Stanley
New York
$2K -$6.97K -130 -70%
WAS
19
Winch Advisory Services
Wisconsin
$1K
AWM
20
Affinity Wealth Management
Delaware
-$1.62M -26,481 Closed
CWM
21
Centric Wealth Management
Illinois
-$1.07M -18,241 Closed
ASN
22
Advisory Services Network
Georgia
-$569K -9,656 Closed
CAN
23
Cetera Advisor Networks
California
-$327K -5,540 Closed

OILK Hedge Fund Activity: Q4 2021 in Review

20 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ProShares K-1 Free Crude Oil Strategy ETF (OILK) for Q4 2021, worth a combined $7.71M — down 32% from $11.3M a quarter earlier.

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

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $1.21M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $1.62M sold.

  • 20 institutional investors held ProShares K-1 Free Crude Oil Strategy ETF (OILK) as of Q4 2021, up from 19 in Q3 2021.
  • Funds reported $7.71M of ProShares K-1 Free Crude Oil Strategy ETF stock for Q4 2021, down 32% quarter-over-quarter.
  • 5 funds opened new ProShares K-1 Free Crude Oil Strategy ETF positions in Q4 2021 and 4 closed out, a net change of +1 holder.
  • The largest ProShares K-1 Free Crude Oil Strategy ETF buyer in Q4 2021 was Wilbanks Smith & Thomas Asset Management, an estimated $1.21M added.
  • The largest ProShares K-1 Free Crude Oil Strategy ETF seller in Q4 2021 was Affinity Wealth Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2021.