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ProShares Hedge Replication ETF (HDG) Institutional Ownership

$54.43 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for ProShares Hedge Replication ETF (NYSEARCA:HDG)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$1.72M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$169.18K
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HDG Institutional Buying and Selling by Quarter

ProShares Hedge Replication ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Independent Wealth Advisors LLC5,787$298K0.3%N/A1.411%
5/19/2026Western Wealth Management LLC1,798$93K0.0%N/A0.439%
5/8/2026Cassaday & Co Wealth Management LLC623$32K0.0%N/A0.152%
4/20/2026First PREMIER Bank6,529$337K0.1%+185.6%1.592%
2/17/2026Hyundai Investments Co. Ltd.8,048$414K0.4%N/A1.712%
2/11/2026Comprehensive Wealth Management LLC24,699$1.27M0.8%-4.5%5.255%
2/10/2026Frederick Financial Consultants LLC73,820$3.81M2.1%+0.8%15.706%
2/5/2026Allworth Financial LP565$29K0.0%N/A0.120%
1/23/2026First PREMIER Bank2,286$118K0.0%+94.9%0.486%
11/17/2025Susquehanna International Group LLP10,504$537K0.0%+38.3%2.235%
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11/17/2025National Bank of Canada FI7,046$359K0.0%+8.0%1.499%
11/14/2025Raymond James Financial Inc.43,298$2.21M0.0%+2.1%9.212%
11/4/2025Comprehensive Wealth Management LLC25,853$1.32M0.9%-6.5%5.501%
10/15/2025First PREMIER Bank1,173$60K0.0%+14,562.5%0.250%
8/14/2025Raymond James Financial Inc.42,403$2.10M0.0%+9.4%9.022%
8/12/2025Financial Advocates Investment Management4,514$224K0.0%-7.4%0.960%
8/5/2025Frederick Financial Consultants LLC71,810$3.56M2.2%+2.4%15.118%
5/19/2025Jane Street Group LLC6,088$297K0.0%-44.6%1.230%
5/13/2025Comprehensive Wealth Management LLC34,039$1.66M1.2%+2.5%6.877%
5/12/2025National Bank of Canada FI6,583$320K0.0%+5.1%1.330%
5/2/2025Frederick Financial Consultants LLC70,126$3.42M2.5%+4.8%14.167%
2/14/2025Jane Street Group LLC10,985$542K0.0%N/A1.944%
2/14/2025Frederick Financial Consultants LLC66,901$3.30M2.6%N/A11.841%
2/13/2025Raymond James Financial Inc.38,123$1.88M0.0%N/A6.747%
2/12/2025National Bank of Canada FI6,264$309K0.0%+3.4%1.109%
2/11/2025Comprehensive Wealth Management LLC33,195$1.64M1.2%-1.2%5.875%
2/6/2025Raymond James Financial Inc.38,123$1.88M0.0%N/A6.747%
1/27/2025Financial Advocates Investment Management5,215$257K0.0%-4.9%0.923%
11/14/2024CreativeOne Wealth LLC8,804$439K0.0%-34.2%1.558%
11/6/2024Comprehensive Wealth Management LLC33,608$1.68M1.1%+37.1%5.948%
10/25/2024Financial Advocates Investment Management5,484$273K0.0%-7.9%0.971%
7/19/2024Raymond James & Associates39,425$1.93M0.0%-23.7%6.978%
5/14/2024CreativeOne Wealth LLC13,041$642K0.0%-17.3%2.308%
2/14/2024Personal CFO Solutions LLC90,400$4.40M0.8%-0.3%13.294%
2/9/2024CreativeOne Wealth LLC15,761$767K0.0%+3.6%2.318%
2/8/2024Financial Advocates Investment Management7,257$353K0.0%-3.6%1.067%
2/6/2024National Bank of Canada FI5,766$279K0.0%-4.1%0.848%
1/16/2024Raymond James & Associates51,412$2.50M0.0%+2.5%7.561%
11/13/2023Personal CFO Solutions LLC90,693$4.31M0.8%+1.2%13.337%
10/27/2023Financial Advocates Investment Management7,528$357K0.0%-8.7%1.107%
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10/25/2023Cutler Investment Counsel LLC8,603$408K0.1%+3.8%1.265%
10/24/2023Raymond James & Associates50,154$2.38M0.0%+1.8%7.376%
10/17/2023CreativeOne Wealth LLC15,218$723K0.1%+68.5%2.238%
8/10/2023Personal CFO Solutions LLC89,657$4.34M0.9%+3.9%12.994%
8/2/2023Bank of Montreal Can5,666$275K0.0%N/A0.821%
7/26/2023National Bank of Canada FI6,036$292K0.0%-3.4%0.875%
7/25/2023Raymond James & Associates49,267$2.38M0.0%-2.5%7.140%
5/11/2023Financial Advocates Investment Management8,510$408K0.0%-5.0%1.120%
5/11/2023Cutler Investment Counsel LLC8,174$392K0.1%-2.9%1.076%
5/10/2023Moran Wealth Management LLC65,506$3.14M0.1%-31.5%8.619%
5/9/2023Personal CFO Solutions LLC86,293$4.14M0.9%-0.4%11.354%
4/14/2023Raymond James & Associates50,539$2.42M0.0%-11.7%6.650%
4/12/2023National Bank of Canada FI6,248$300K0.0%+4.0%0.822%
2/13/2023Moran Wealth Management LLC95,656$4.50M0.2%N/A11.809%
2/8/2023Raymond James & Associates57,235$2.69M0.0%-1.5%7.066%
2/1/2023Bank of Montreal Can12,416$592K0.0%N/A1.533%
1/24/2023National Bank of Canada FI6,008$282K0.0%-6.0%0.742%
11/1/2022Personal CFO Solutions LLC91,010$4.09M1.0%+1.6%10.342%
10/25/2022Raymond James & Associates58,111$2.61M0.0%-0.4%6.457%
8/12/2022Financial Advocates Investment Management9,171$426K0.0%-3.0%0.986%
8/5/2022Personal CFO Solutions LLC89,618$4.16M1.0%+3.3%9.636%
7/19/2022Cutler Investment Counsel LLC8,778$408K0.1%+3.7%0.944%
5/11/2022Financial Advocates Investment Management9,457$469K0.0%-17.7%1.001%
5/10/2022ProShare Advisors LLC22,068$1.10M0.0%-25.0%2.335%
5/10/2022Cutler Investment Counsel LLC8,466$420K0.1%+2.6%0.896%
5/5/2022National Bank of Canada FI6,244$309K0.0%+6.0%0.647%
5/2/2022Personal CFO Solutions LLC86,770$4.31M0.8%+4.8%8.992%


HDG Institutional Ownership - Frequently Asked Questions

During the previous two years, 15 institutional investors and hedge funds held shares of ProShares Hedge Replication ETF. The most heavily invested institutionals were Frederick Financial Consultants LLC ($3.81M), Raymond James Financial Inc. ($2.21M), Raymond James & Associates ($1.93M), Comprehensive Wealth Management LLC ($1.27M), Susquehanna International Group LLP ($537K), CreativeOne Wealth LLC ($439K), and Hyundai Investments Co. Ltd. ($414K).Learn more on ProShares Hedge Replication ETF's institutional investors.

Of the 12 institutional investors that purchased ProShares Hedge Replication ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($80.77K), Frederick Financial Consultants LLC ($72.36K), Jane Street Group LLC ($10.99K), Comprehensive Wealth Management LLC ($9.95K), Hyundai Investments Co. Ltd. ($8.05K), First PREMIER Bank ($6.52K), and Independent Wealth Advisors LLC ($5.79K).

Institutional investors have bought a total of 33,525 shares in the last 24 months. This purchase volume represents approximately $1.72M in transactions.

The following institutional investors have sold ProShares Hedge Replication ETF stock in the last 24 months: Comprehensive Wealth Management LLC ($2.95K), and Financial Advocates Investment Management ($361.00).

Institutional investors have sold a total of 3,312 shares in the last 24 months. This volume of shares sold represents approximately $169.18K in transactions.



This page (NYSEARCA:HDG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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