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ProShares Short QQQ

55 hedge funds and large institutions have $108M invested in ProShares Short QQQ in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $613K

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

41% more funds holding

Funds holding: 3955 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $113M → $108M (-$5.42M)

2.04% less ownership

Funds ownership: 6.05%4.01% (-2%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
55
Holders Change
+16
Holders Change %
+41.03%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
7
Reduced
12
Closed
10
Calls
$2.88M
Puts
$613K
Net Calls
+$2.27M
Net Calls Change
+$296K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$30M +$15.8M +97,579 +127%
UBS Group
2
UBS Group
Switzerland
$19.4M +$5.96M +36,889 +49%
Morgan Stanley
3
Morgan Stanley
New York
$18.5M -$49M -303,195 -74%
NL
4
NKCFO LLC
Illinois
$6.65M +$6.25M +38,680 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.57M +$3.35M +20,758 New
LPL Financial
6
LPL Financial
California
$3.48M +$1.13M +7,006 +53%
RA
7
Rational Advisors
New York
$3.04M +$2.86M +17,692 New
TCM
8
Tuttle Capital Management
Connecticut
$2.91M +$2.73M +16,899 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.04M -$1.89M -11,718 -50%
BA
10
Ballew Advisors
Mississippi
$1.9M -$878K -5,434 -31%
GC
11
Grimes & Company
Massachusetts
$1.53M +$1.44M +8,923 New
JWS
12
Juncture Wealth Strategies
Arizona
$1.53M -$852K -5,273 -37%
SPC
13
Sigma Planning Corp
Michigan
$1.28M +$1.2M +7,448 New
GCM
14
Gunderson Capital Management
South Carolina
$875K +$822K +5,087 New
SA
15
Sicart Associates
New York
$669K +$226K +1,400 +56%
LFPWM
16
Leicht Financial Planning & Wealth Management
New Jersey
$634K +$596K +3,687 New
Brown Advisory
17
Brown Advisory
Maryland
$594K +$146K +906 +36%
SC
18
Scotia Capital
Ontario, Canada
$587K +$552K +3,414 New
TRCT
19
Tower Research Capital (TRC)
New York
$542K -$1.55M -9,593 -75%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$527K +$495K +3,066 New
KWM
21
Kingsview Wealth Management
Oregon
$514K +$483K +2,990 New
SG Americas Securities
22
SG Americas Securities
New York
$495K -$5.62M -34,795 -92%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$467K -$113K -701 -20%
DWM
24
Dakota Wealth Management
Florida
$460K
CPO
25
Cerity Partners OCIO
New York
$411K +$386K +2,392 New

PSQ Hedge Fund Activity: Q4 2018 in Review

55 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares Short QQQ (PSQ) for Q4 2018, worth a combined $108M — down 4.8% from $113M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSQ positions and 10 closed out — a net gain of 16 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Morgan Stanley, cutting an estimated $49M.

  • 55 institutional investors held ProShares Short QQQ (PSQ) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $108M of ProShares Short QQQ stock for Q4 2018, down 4.8% quarter-over-quarter.
  • 26 funds opened new ProShares Short QQQ positions in Q4 2018 and 10 closed out, a net change of +16 holders.
  • The largest ProShares Short QQQ buyer in Q4 2018 was Wells Fargo, an estimated $15.8M added.
  • The largest ProShares Short QQQ seller in Q4 2018 was Morgan Stanley, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2018.