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ProShares Short QQQ

36 hedge funds and large institutions have $161M invested in ProShares Short QQQ in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more capital invested

Capital invested by funds: $36.9M → $161M (+$125M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

59% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.26M

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

24% more funds holding

Funds holding: 2936 (+7)

5.2% more ownership

Funds ownership: 3.9%9.09% (+5.2%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
10
Reduced
7
Closed
9
Calls
$2M
Puts
$1.26M
Net Calls
+$743K
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$46.8M +$44.9M +161,053 New
Wells Fargo
2
Wells Fargo
California
$41.1M +$33.1M +118,706 +521%
Morgan Stanley
3
Morgan Stanley
New York
$30.5M +$17.3M +61,950 +143%
UBS Group
4
UBS Group
Switzerland
$18.1M +$15.9M +57,128 +1,122%
JWS
5
Juncture Wealth Strategies
Arizona
$5.34M -$1.26M -4,535 -20%
SIA
6
SeaBridge Investment Advisors
New Jersey
$3.82M +$3.67M +13,156 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.73M +$2.62M +9,383 New
Creative Planning
8
Creative Planning
Kansas
$2.26M +$2.17M +7,770 New
LPL Financial
9
LPL Financial
California
$1.73M +$617K +2,215 +56%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$1.33M +$1.28M +4,595 New
OC
11
Oppenheimer & Co
New York
$1.15M +$853K +3,059 +344%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$866K -$103K -369 -11%
WIC
13
Woodmont Investment Counsel
Tennessee
$746K -$450K -1,614 -39%
BBHC
14
Brown Brothers Harriman & Co
New York
$581K
Simplex Trading
15
Simplex Trading
Illinois
$532K +$424K +1,522 +493%
DADC
16
D.A. Davidson & Co
Montana
$527K -$30.1K -108 -6%
ACM
17
Azimuth Capital Management
Michigan
$471K +$452K +1,620 New
DAS
18
Dynamic Advisor Solutions
Arizona
$383K +$368K +1,320 New
KA
19
Kovack Advisors
Florida
$346K +$331K +1,189 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$301K +$41.3K +148 +16%
UR
21
USCA RIA
Texas
$301K +$289K +1,035 New
CS
22
Credit Suisse
Switzerland
$255K
Jane Street
23
Jane Street
New York
$250K -$86.7K -311 -27%
SPC
24
Sigma Planning Corp
Michigan
$230K +$220K +790 New
CT
25
CMT Trading
Illinois
$215K -$2.79K -10 -1%

PSQ Hedge Fund Activity: Q3 2015 in Review

36 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Short QQQ (PSQ) for Q3 2015, worth a combined $161M — up 338% from $36.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSQ positions and 9 closed out — a net gain of 7 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Brinker Capital, opening a new position worth an estimated $44.9M. The largest seller was Juncture Wealth Strategies, cutting an estimated $1.26M.

  • 36 institutional investors held ProShares Short QQQ (PSQ) as of Q3 2015, up from 29 in Q2 2015.
  • Funds reported $161M of ProShares Short QQQ stock for Q3 2015, up 338% quarter-over-quarter.
  • 16 funds opened new ProShares Short QQQ positions in Q3 2015 and 9 closed out, a net change of +7 holders.
  • The largest ProShares Short QQQ buyer in Q3 2015 was Brinker Capital, an estimated $44.9M added.
  • The largest ProShares Short QQQ seller in Q3 2015 was Juncture Wealth Strategies, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2015.