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HDG Institutional Ownership

ProShares - Hedge Replication ETF
1W: -0.2% 1M: -1.2% 3M: -1.1% YTD: +4.7% 1Y: +5.9% 3Y: +21.9% 5Y: +15.5%
$54.09
+0.11 (+0.21%)
 
Weekly Expected Move ±0.7%
$53 $54 $54 $54 $55
ETF AMEX · AUM $25.8M

Institutional Ownership — HDG

15
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
0
New Positions
6
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (15 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Frederick Financial Consultants, LLC 68,403 $4M -2,632 -3.7% 7Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 45,922 $2M +1,198 +2.7% 7Q SEC ↗
3 Comprehensive Wealth Management, LLC 27,314 $1M +8,741 +47.1% 9Q SEC ↗
4 Independent Wealth Advisors LLC 17,434 $943K +11,647 +201.3% 2Q SEC ↗
5 MORGAN STANLEY 12,055 $652K -388 -3.1% 58Q SEC ↗
6 Hyundai Investments Co., Ltd. 11,431 $618K +4,638 +68.3% 3Q SEC ↗
7 First PREMIER Bank 8,566 $463K +2,037 +31.2% 4Q SEC ↗
8 NATIONAL BANK OF CANADA /FI 8,455 $457K +243 +3.0% 19Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,189 $443K -528 -6.1% 9Q SEC ↗
10 WELLINGTON-ALTUS USA INC. 776 $42K — +0.0% 1Q SEC ↗
11 Cassaday & Co Wealth Management LLC 623 $34K — +0.0% 2Q SEC ↗
12 OSAIC HOLDINGS, INC. 450 $24K -350 -43.8% 9Q SEC ↗
13 Allworth Financial LP 85 $5K — +0.0% 3Q SEC ↗
14 UBS Group AG 0 $0K -2 -100.0% 1Q SEC ↗
15 Western Wealth Management, LLC 0 $0K -1,798 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (2)
HolderPrev SharesPrev Value
Western Wealth Management, LLC 1,798 $97K
UBS Group AG 2 $0K
Biggest Increases (6)
HolderAddedChange %Total Shares
Independent Wealth Advisors LLC +11,647 +201.3% 17,434
Comprehensive Wealth Management, LL +8,741 +47.1% 27,314
Hyundai Investments Co., Ltd. +4,638 +68.3% 11,431
First PREMIER Bank +2,037 +31.2% 8,566
RAYMOND JAMES FINANCIAL INC +1,198 +2.7% 45,922
NATIONAL BANK OF CANADA /FI +243 +3.0% 8,455
Biggest Decreases (4)
HolderReducedChange %Total Shares
Frederick Financial Consultants, LL -2,632 -3.7% 68,403
SUSQUEHANNA INTERNATIONAL GROUP, LL -528 -6.1% 8,189
MORGAN STANLEY -388 -3.1% 12,055
OSAIC HOLDINGS, INC. -350 -43.8% 450

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms