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ProShares K-1 Free Crude Oil Strategy ETF

37 hedge funds and large institutions have $62.5M invested in ProShares K-1 Free Crude Oil Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% less ownership

Funds ownership: 49.66%49.56% (-0.09%)

10% less capital invested

Capital invested by funds: $69.5M → $62.5M (-$6.93M)

14% less funds holding

Funds holding: 4337 (-6)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
37
Holders Change
-6
Holders Change %
-13.95%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
13
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tradewinds Capital Management
Washington
$10.2M +$9.99M +210,764 New
FA
2
Faithward Advisors
Pennsylvania
$8.9M +$7.16K +151 +0.1%
UBS Group
3
UBS Group
Switzerland
$8.66M -$436K -9,202 -5%
FGA
4
Fortis Group Advisors
New Jersey
$8.07M -$260K -5,474 -3%
PAG
5
Private Advisory Group
Washington
$5.63M +$124K +2,613 +2%
KAS
6
Kestra Advisory Services
Texas
$5.23M +$415K +8,757 +9%
BA
7
Bridge Advisory
California
$4.25M -$60.2K -1,270 -1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$4.04M +$3.08M +64,930 +346%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.57M -$843K -17,783 -35%
OP
10
ORG Partners
Indiana
$1.35M +$1.31M +27,529 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.23M -$707K -14,911 -37%
GWANC
12
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.01M -$55.9K -1,179 -5%
CFIM
13
Client First Investment Management
Wisconsin
$600K +$588K +12,409 New
FNC
14
First National Corp
Massachusetts
$413K +$405K +8,552 New
JP Morgan Chase
15
JP Morgan Chase
New York
$367K +$103K +2,169 +40%
BCM
16
Brookstone Capital Management
Illinois
$269K +$265K +5,591 New
Osaic Holdings
17
Osaic Holdings
Arizona
$241K -$590K -12,442 -71%
LPL Financial
18
LPL Financial
California
$216K -$770K -16,241 -78%
TH
19
TCTC Holdings
Texas
$62.9K +$61.7K +1,302 New
LFG
20
Larson Financial Group
Missouri
$51.3K
PS
21
Principal Securities
Iowa
$43.6K +$237 +5 +0.6%
AF
22
Allworth Financial
California
$30.4K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$28K -$17.4K -368 -39%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.4K +367 New
AWM
25
AllSquare Wealth Management
New York
$17K

OILK Hedge Fund Activity: Q2 2024 in Review

37 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares K-1 Free Crude Oil Strategy ETF (OILK) for Q2 2024, worth a combined $62.5M — down 10% from $69.5M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OILK and 9 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $9.99M. The largest seller was HighTower Advisors, exiting entirely with an estimated $11.5M sold.

  • 37 institutional investors held ProShares K-1 Free Crude Oil Strategy ETF (OILK) as of Q2 2024, down from 43 in Q1 2024.
  • Funds reported $62.5M of ProShares K-1 Free Crude Oil Strategy ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 9 funds opened new ProShares K-1 Free Crude Oil Strategy ETF positions in Q2 2024 and 15 closed out, a net change of -6 holders.
  • The largest ProShares K-1 Free Crude Oil Strategy ETF buyer in Q2 2024 was Tradewinds Capital Management, an estimated $9.99M added.
  • The largest ProShares K-1 Free Crude Oil Strategy ETF seller in Q2 2024 was HighTower Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2024.