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ProShares K-1 Free Crude Oil Strategy ETF

33 hedge funds and large institutions have $26.7M invested in ProShares K-1 Free Crude Oil Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

11% less funds holding

Funds holding: 3733 (-4)

20.04% less ownership

Funds ownership: 49.56%29.52% (-20%)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

57% less capital invested

Capital invested by funds: $62.5M → $26.7M (-$35.9M)

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$7.7M -$117K -2,597 -1%
KAS
2
Kestra Advisory Services
Texas
$4.52M -$71K -1,572 -1%
BA
3
Bridge Advisory
California
$3.74M +$5.19K +115 +0.1%
PAG
4
Private Advisory Group
Washington
$2.86M -$2.21M -49,010 -42%
OP
5
ORG Partners
Indiana
$1.36M +$202K +4,467 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.29M +$217K +4,799 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.27M -$115K -2,543 -8%
GWANC
8
Guardian Wealth Advisors (North Carolina)
North Carolina
$913K +$30.7K +680 +3%
LPL Financial
9
LPL Financial
California
$638K +$478K +10,587 +237%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$538K -$3.21M -71,000 -85%
Osaic Holdings
11
Osaic Holdings
Arizona
$518K +$327K +7,229 +145%
RCM
12
Requisite Capital Management
Texas
$437K +$465K +10,300 New
Jane Street
13
Jane Street
New York
$354K +$377K +8,346 New
JP Morgan Chase
14
JP Morgan Chase
New York
$177K -$154K -3,415 -45%
HI
15
Harbour Investments
Wisconsin
$97.2K +$103K +2,291 New
UBS Group
16
UBS Group
Switzerland
$47.4K -$8.04M -177,976 -99%
LFG
17
Larson Financial Group
Missouri
$45K
PS
18
Principal Securities
Iowa
$38.6K +$316 +7 +0.8%
AF
19
Allworth Financial
California
$27.6K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$24K -$1.31K -29 -5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$16K
AWM
22
AllSquare Wealth Management
New York
$14.9K
Simplex Trading
23
Simplex Trading
Illinois
$14K +$7.77K +172 +97%
IA
24
IFP Advisors
Florida
$12K -$813 -18 -6%
TCM
25
Tradewinds Capital Management
Washington
$8.86K -$9.51M -210,555 -100%

OILK Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ProShares K-1 Free Crude Oil Strategy ETF (OILK) for Q3 2024, worth a combined $26.7M — down 57% from $62.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OILK and 5 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $478K. The largest seller was Tradewinds Capital Management, cutting an estimated $9.51M.

  • 33 institutional investors held ProShares K-1 Free Crude Oil Strategy ETF (OILK) as of Q3 2024, down from 37 in Q2 2024.
  • Funds reported $26.7M of ProShares K-1 Free Crude Oil Strategy ETF stock for Q3 2024, down 57% quarter-over-quarter.
  • 5 funds opened new ProShares K-1 Free Crude Oil Strategy ETF positions in Q3 2024 and 9 closed out, a net change of -4 holders.
  • The largest ProShares K-1 Free Crude Oil Strategy ETF buyer in Q3 2024 was LPL Financial, an estimated $478K added.
  • The largest ProShares K-1 Free Crude Oil Strategy ETF seller in Q3 2024 was Tradewinds Capital Management, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2024.