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ProShares Short Russell2000

35 hedge funds and large institutions have $90.6M invested in ProShares Short Russell2000 in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.25M

4.31% less ownership

Funds ownership: 40.46%36.15% (-4.3%)

20% less funds holding

Funds holding: 4435 (-9)

26% less capital invested

Capital invested by funds: $122M → $90.6M (-$31.6M)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
35
Holders Change
-9
Holders Change %
-20.45%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
3
Increased
7
Reduced
14
Closed
12
Calls
$2.92M
Puts
$1.25M
Net Calls
+$1.67M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
LG
1
Leuthold Group
Minnesota
$18.7M -$738K -18,441 -4%
Wells Fargo
2
Wells Fargo
California
$17.1M -$3.12M -77,889 -15%
ECM
3
Evergreen Capital Management
Washington
$16.8M -$1.23M -30,669 -7%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$5.26M -131,363 -29%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.2M -$5.16M -128,862 -54%
Citigroup
6
Citigroup
New York
$3.42M
VF
7
Virtu Financial
New York
$3.07M -$845K -21,107 -21%
JWS
8
Juncture Wealth Strategies
Arizona
$2.11M +$217K +5,424 +11%
Citadel Advisors
9
Citadel Advisors
Florida
$1.79M +$1.84M +45,966 New
CAM
10
Chesapeake Asset Management
New York
$1.52M -$48.6K -1,215 -3%
TRCT
11
Tower Research Capital (TRC)
New York
$1.09M -$1.8M -45,080 -62%
LPL Financial
12
LPL Financial
California
$1.08M +$233K +5,825 +27%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$977K +$187K +4,663 +23%
BC
14
Brinker Capital
Pennsylvania
$788K +$2K +50 +0.2%
IAA
15
Ironsides Asset Advisors
North Carolina
$742K
BCP
16
Berkeley Capital Partners
Georgia
$631K +$2K +50 +0.3%
UBS Group
17
UBS Group
Switzerland
$550K +$390K +9,734 +222%
OC
18
Oppenheimer & Co
New York
$384K
PAS
19
Partnervest Advisory Services
California
$359K +$48K +1,200 +15%
TSS
20
Two Sigma Securities
New York
$350K -$171K -4,276 -32%
CYG
21
Clean Yield Group
Vermont
$332K -$84K -2,100 -20%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$300K
Jane Street
23
Jane Street
New York
$295K -$616K -15,401 -67%
SGS
24
Sterling Global Strategies
California
$273K -$95K -2,375 -25%
IP
25
Intellectus Partners
California
$244K

RWM Hedge Fund Activity: Q2 2018 in Review

35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ProShares Short Russell2000 (RWM) for Q2 2018, worth a combined $90.6M — down 26% from $122M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RWM and 3 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 7 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.84M. The largest seller was Morgan Stanley, cutting an estimated $5.26M.

  • 35 institutional investors held ProShares Short Russell2000 (RWM) as of Q2 2018, down from 44 in Q1 2018.
  • Funds reported $90.6M of ProShares Short Russell2000 stock for Q2 2018, down 26% quarter-over-quarter.
  • 3 funds opened new ProShares Short Russell2000 positions in Q2 2018 and 12 closed out, a net change of -9 holders.
  • The largest ProShares Short Russell2000 buyer in Q2 2018 was Citadel Advisors, an estimated $1.84M added.
  • The largest ProShares Short Russell2000 seller in Q2 2018 was Morgan Stanley, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2018.