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RALS

ProShares RAFI Long/Short

Delisted

RALS was delisted on the 2nd of May, 2022.

20 hedge funds and large institutions have $18M invested in ProShares RAFI Long/Short in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 2420 (-4)

45% less capital invested

Capital invested by funds: $32.4M → $18M (-$14.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
1
Increased
4
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I2I
1
Insight 2811 Inc
Illinois
$3.51M -$40.8K -993 -1%
ProShare Advisors
2
ProShare Advisors
Maryland
$3.49M -$1.17M -28,519 -25%
Bank of America
3
Bank of America
North Carolina
$2.29M -$2.89M -70,340 -55%
P
4
Palladiem
Pennsylvania
$2.24M +$57.5K +1,400 +3%
CFA
5
Camarda Financial Advisors
Florida
$1.92M -$1.67M -40,707 -46%
VNA
6
Valley National Advisers
Pennsylvania
$920K -$94.2K -2,294 -9%
AGA
7
Accuvest Global Advisors
Utah
$615K -$673K -16,391 -52%
VKH
8
Virtu KCG Holdings
New York
$612K +$119K +2,896 +24%
Jane Street
9
Jane Street
New York
$507K -$528K -12,859 -51%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$471K -$488K -11,890 -51%
UBS Group
11
UBS Group
Switzerland
$421K -$13.5K -328 -3%
NPC
12
National Planning Corporation
California
$258K -$38.3K -933 -13%
TSS
13
Two Sigma Securities
New York
$242K +$243K +5,927 New
WTB
14
Washington Trust Bank
Washington
$194K
Morgan Stanley
15
Morgan Stanley
New York
$142K -$82 -2 -0.1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$63K +$46.1K +1,122 +257%
HCM
17
Horrell Capital Management
Arkansas
$38K
BCI
18
Brinker Capital Investments
Pennsylvania
$13K +$2.92K +71 +28%
JFA
19
JNBA Financial Advisors
Minnesota
$5K
FAAM
20
First Allied Asset Management
California
-$2.68M -63,704 Closed
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
-$2.33M -55,390 Closed
Deutsche Bank
22
Deutsche Bank
Germany
-$738K -17,525 Closed
FAAS
23
First Allied Advisory Services
California
-$412K -9,765 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$212K -5,038 Closed

RALS Hedge Fund Activity: Q1 2015 in Review

20 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ProShares RAFI Long/Short (RALS) for Q1 2015, worth a combined $18M — down 45% from $32.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RALS and 1 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 4 added.

The largest buyer was Two Sigma Securities, opening a new position worth an estimated $243K. The largest seller was Bank of America, cutting an estimated $2.89M.

  • 20 institutional investors held ProShares RAFI Long/Short (RALS) as of Q1 2015, down from 24 in Q4 2014.
  • Funds reported $18M of ProShares RAFI Long/Short stock for Q1 2015, down 45% quarter-over-quarter.
  • 1 fund opened new ProShares RAFI Long/Short positions in Q1 2015 and 5 closed out, a net change of -4 holders.
  • The largest ProShares RAFI Long/Short buyer in Q1 2015 was Two Sigma Securities, an estimated $243K added.
  • The largest ProShares RAFI Long/Short seller in Q1 2015 was Bank of America, an estimated $2.89M sold.

Based on aggregated 13F filings for Q1 2015.