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ProShares Inflation Expectations ETF

17 hedge funds and large institutions have $9.68M invested in ProShares Inflation Expectations ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $8.71M → $9.68M (+$969K)

6.52% more ownership

Funds ownership: 27.92%34.44% (+6.5%)

6% less funds holding

Funds holding: 1817 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.82M +$608K +18,009 +25%
IWM
2
IHT Wealth Management
Illinois
$1.63M +$55.7K +1,649 +3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.44M +$1.22M +36,057 +367%
Osaic Holdings
4
Osaic Holdings
Arizona
$863K -$297K -8,790 -24%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$816K +$318K +9,422 +57%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$454K +$451K +13,350 New
HH
7
Hilltop Holdings
Texas
$380K +$14.3K +425 +4%
JWS
8
Juncture Wealth Strategies
Arizona
$354K
Citadel Advisors
9
Citadel Advisors
Florida
$338K -$188K -5,582 -34%
LPL Financial
10
LPL Financial
California
$287K -$61.4K -1,819 -17%
SWM
11
Spire Wealth Management
Virginia
$202K -$64.9K -1,923 -24%
CPG
12
Cornerstone Planning Group
New Jersey
$61K +$1.11K +33 +2%
Morgan Stanley
13
Morgan Stanley
New York
$23.6K +$22.8K +675 +900%
Bank of America
14
Bank of America
North Carolina
$13.1K +$13.9K +412 +10,300%
UBS Group
15
UBS Group
Switzerland
$1.42K +$506 +15 +50%
GI
16
Gradient Investments
Minnesota
$1.06K +$34 +1 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$189 +$203 +6 New
Wells Fargo
18
Wells Fargo
California
$9
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
-$302K -8,911 Closed
WWM
20
Wolff Wiese Magana
California
-$111K -3,280 Closed
IPW
21
Impact Partnership Wealth
Georgia
-$2.95K -87 Closed

RINF Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Inflation Expectations ETF (RINF) for Q4 2023, worth a combined $9.68M — up 11% from $8.71M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RINF and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.22M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $302K sold.

  • 17 institutional investors held ProShares Inflation Expectations ETF (RINF) as of Q4 2023, down from 18 in Q3 2023.
  • Funds reported $9.68M of ProShares Inflation Expectations ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 2 funds opened new ProShares Inflation Expectations ETF positions in Q4 2023 and 3 closed out, a net change of -1 holder.
  • The largest ProShares Inflation Expectations ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.22M added.
  • The largest ProShares Inflation Expectations ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $302K sold.

Based on aggregated 13F filings for Q4 2023.