Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSHARES EQUITIES FOR RISING RATES ETF (EQRR)

17 + Investors. Track Smart Money conviction in EQRR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — EQRR

Based on 17 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EQRR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 55% of 3.0Y high

55% of all-time peak
Only 17 funds hold EQRR today versus a peak of 31 funds at 2023 Q1 — just 55% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

11 buying6 selling
Last quarter: 11 funds were net buyers (4 opened a brand new position + 7 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 1 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 18% medium 12% new
12 out of 17 hedge funds have held EQRR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

2 → 1 → 2 → 1 → 4 new funds/Q
New funds entering each quarter: 1 → 2 → 1 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 82% of holders stayed 2+ years

82% veterans 6% 1-2yr 12% new
Of 17 current holders: 14 (82%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
6 of 17 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.2
out of 10
Low Exit Risk
Exit risk score 1.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EQRR

How many hedge funds hold EQRR — quarterly history vs. share price
Quarterly hedge fund ownership of EQRR vs. share price

Market Analysis: EQRR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQRR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: EQRR
2026 Q1 Stats Unlock in 12 days 17 + Investors

Track Smart Money conviction in EQRR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 17 14 21.43%
13F Shares 104K 49K 111.87%
Total Value $7M $3M 115.85%
New Positions 4 1 +3
Increased Positions 7 7 -
Closed Positions 1 1 -
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EQRR

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Institutional Holders (2026 Q1)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EQRR. Verified SEC 13F-HR filings.

Top 12 institutional holders of EQRR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KPP Advisory Services LLC 0.10% 9,915 $689K
2 GRIFFIN ASSET MANAGEMENT, INC. 0.03% 3,685 $256K
3 MONEY CONCEPTS CAPITAL CORP 0.02% 4,205 $292K
4 INDEPENDENT FINANCIAL GROUP, LLC 0.02% 7,635 $531K
5 HIGHLINE WEALTH PARTNERS LLC 0.01% 300 $21K
6 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 475 $33K
7 LPL Financial LLC 0.00% 81,059 $5.6M
8 SG Americas Securities, LLC 0.00% 8,151
9 Geneos Wealth Management Inc. 0.00% 360 $25K
10 NBC SECURITIES, INC. 0.00% 101 $7K
11 IFP Advisors, Inc 0.00% 202 $14K
12 HOWE & RUSLING INC 0.00% 40 $3K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PROSHARES EQUITIES FOR RISING RATES ETF (EQRR)

What does the Smart Money Trend signal show for EQRR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EQRR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EQRR?

More buyers than sellers — 65% buying: Last quarter: 11 funds were net buyers (4 opened a brand new position + 7 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EQRR holders?

Smaller funds dominant — 12% AUM from top-100: 6 of 17 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EQRR?

71% of holders stayed for 2+ years: 12 out of 17 hedge funds have held EQRR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.