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ProShares Short QQQ

44 hedge funds and large institutions have $111M invested in ProShares Short QQQ in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $847K

1.18% less ownership

Funds ownership: 7.12%5.94% (-1.2%)

4% less funds holding

Funds holding: 4644 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

31% less capital invested

Capital invested by funds: $161M → $111M (-$49.8M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
8
Reduced
15
Closed
12
Calls
$3.49M
Puts
$847K
Net Calls
+$2.65M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.2M -$5.6M -22,764 -15%
UBS Group
2
UBS Group
Switzerland
$24.9M -$1.78M -7,256 -6%
Wells Fargo
3
Wells Fargo
California
$16.8M -$1.49M -6,065 -8%
JWS
4
Juncture Wealth Strategies
Arizona
$7.06M +$1.38M +5,605 +23%
WOA
5
Water Oak Advisors
Florida
$6.97M +$7.2M +29,284 New
VF
6
Virtu Financial
New York
$6.24M -$4.78M -19,458 -43%
LPL Financial
7
LPL Financial
California
$4.22M -$2.74M -11,156 -39%
IPC
8
Independent Portfolio Consultants
Florida
$1.97M -$3.16M -12,840 -61%
JCM
9
Janney Capital Management
Pennsylvania
$1.69M +$1.75M +7,103 New
TRCT
10
Tower Research Capital (TRC)
New York
$1.24M +$1.28M +5,225 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.17M -$78.2K -318 -6%
IIA
12
IPG Investment Advisors
California
$909K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$856K -$147K -598 -14%
Jane Street
14
Jane Street
New York
$799K +$427K +1,737 +107%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$710K +$379K +1,541 +107%
OC
16
Oppenheimer & Co
New York
$628K +$172K +699 +36%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$621K +$642K +2,611 New
Citadel Advisors
18
Citadel Advisors
Florida
$547K +$565K +2,298 New
BBHC
19
Brown Brothers Harriman & Co
New York
$476K
VKH
20
Virtu KCG Holdings
New York
$373K +$385K +1,567 New
KA
21
Kovack Advisors
Florida
$323K +$334K +1,359 New
IA
22
IFP Advisors
Florida
$288K +$146K +592 +96%
WP
23
WealthSource Partners
California
$214K
RJA
24
Raymond James & Associates
Florida
$209K -$414K -1,685 -66%
WIC
25
Woodmont Investment Counsel
Tennessee
$165K +$171K +695 New

PSQ Hedge Fund Activity: Q3 2016 in Review

44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Short QQQ (PSQ) for Q3 2016, worth a combined $111M — down 31% from $161M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PSQ and 10 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 8 added.

The largest buyer was Water Oak Advisors, opening a new position worth an estimated $7.2M. The largest seller was Brinker Capital, exiting entirely with an estimated $23.5M sold.

  • 44 institutional investors held ProShares Short QQQ (PSQ) as of Q3 2016, down from 46 in Q2 2016.
  • Funds reported $111M of ProShares Short QQQ stock for Q3 2016, down 31% quarter-over-quarter.
  • 10 funds opened new ProShares Short QQQ positions in Q3 2016 and 12 closed out, a net change of -2 holders.
  • The largest ProShares Short QQQ buyer in Q3 2016 was Water Oak Advisors, an estimated $7.2M added.
  • The largest ProShares Short QQQ seller in Q3 2016 was Brinker Capital, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2016.