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RALS

ProShares RAFI Long/Short

Delisted

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

21 hedge funds and large institutions have $9.46M invested in ProShares RAFI Long/Short in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 2321 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

56% less capital invested

Capital invested by funds: $21.4M → $9.46M (-$12M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
5
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
1
ProShare Advisors
Maryland
$5.35M +$634K +16,255 +13%
CFA
2
Camarda Financial Advisors
Florida
$1.5M -$32.5K -834 -2%
Axa
3
Axa
France
$901K -$29.6K -760 -3%
Bank of America
4
Bank of America
North Carolina
$416K -$200K -5,134 -32%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$278K +$278K +7,123 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$256K +$41.7K +1,070 +19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$212K +$103K +2,644 +95%
ACM
8
Argentus Capital Management
Texas
$170K -$6.55M -167,975 -97%
Morgan Stanley
9
Morgan Stanley
New York
$156K +$47.3K +1,213 +43%
UBS Group
10
UBS Group
Switzerland
$96K -$40.9K -1,050 -30%
NR
11
Newfound Research
Massachusetts
$27K +$6.67K +171 +33%
VNA
12
Valley National Advisers
Pennsylvania
$21K -$1.17K -30 -5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17.1K +439 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$11K -$83.3K -2,136 -88%
KKAMG
15
Kernodle & Katon Asset Management Group
Arkansas
$9K
BCI
16
Brinker Capital Investments
Pennsylvania
$8K -$4.64K -119 -36%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K
AWM
18
AllSquare Wealth Management
New York
$8K +$8.27K +212 New
GI
19
Gradient Investments
Minnesota
$7K +$7.06K +181 New
JFA
20
JNBA Financial Advisors
Minnesota
$5K
HSA
21
HBK Sorce Advisory
Pennsylvania
-$5.16M -132,724 Closed
VKH
22
Virtu KCG Holdings
New York
-$686K -17,629 Closed
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
-$220K -5,650 Closed
IA
24
IFP Advisors
Florida
-$124K -3,190 Closed
AP
25
Advisors Preferred
Maryland
-$12K -296 Closed

RALS Hedge Fund Activity: Q1 2016 in Review

21 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares RAFI Long/Short (RALS) for Q1 2016, worth a combined $9.46M — down 56% from $21.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RALS and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was ProShare Advisors, adding an estimated $634K. The largest seller was Argentus Capital Management, cutting an estimated $6.55M.

  • 21 institutional investors held ProShares RAFI Long/Short (RALS) as of Q1 2016, down from 23 in Q4 2015.
  • Funds reported $9.46M of ProShares RAFI Long/Short stock for Q1 2016, down 56% quarter-over-quarter.
  • 4 funds opened new ProShares RAFI Long/Short positions in Q1 2016 and 6 closed out, a net change of -2 holders.
  • The largest ProShares RAFI Long/Short buyer in Q1 2016 was ProShare Advisors, an estimated $634K added.
  • The largest ProShares RAFI Long/Short seller in Q1 2016 was Argentus Capital Management, an estimated $6.55M sold.

Based on aggregated 13F filings for Q1 2016.