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ProShares Ultra NASDAQ Biotechnology

41 hedge funds and large institutions have $34.8M invested in ProShares Ultra NASDAQ Biotechnology in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

49% more capital invested

Capital invested by funds: $23.3M → $34.8M (+$11.5M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

8% more funds holding

Funds holding: 3841 (+3)

1.97% more ownership

Funds ownership: 6.74%8.7% (+2%)

5% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $13.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
11
Reduced
6
Closed
8
Calls
$13.2M
Puts
$13.9M
Net Calls
-$648K
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$7.45M +$3.24M +49,525 +86%
HCM
2
Howard Capital Management
Georgia
$6.93M +$6.54M +100,000 New
GWM
3
Geneos Wealth Management
Colorado
$4.01M +$3.76M +57,450 +31,393%
CIC
4
Chase Investment Counsel
Virginia
$3.23M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.04M +$321K +4,908 +20%
TFA
6
Toth Financial Advisory
Virginia
$1.95M +$4.58K +70 +0.3%
TRCT
7
Tower Research Capital (TRC)
New York
$1.89M +$1.07M +16,397 +153%
BA
8
BKS Advisors
Michigan
$1.38M -$58.8K -900 -4%
BRC
9
Bell Rock Capital
Delaware
$867K -$60.5K -925 -7%
Jane Street
10
Jane Street
New York
$866K -$1.16M -17,789 -59%
SBIA
11
Sheaff Brock Investment Advisors
Indiana
$697K
CIA
12
Capital Investment Advisors
Georgia
$687K +$57.2K +875 +10%
SAM
13
Stansberry Asset Management
Texas
$675K -$347K -5,309 -35%
Morgan Stanley
14
Morgan Stanley
New York
$386K +$311K +4,764 +609%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$372K +$92.8K +1,420 +36%
RWA
16
Redhawk Wealth Advisors
Minnesota
$308K +$289K +4,422 New
TCM
17
Traynor Capital Management
Pennsylvania
$276K -$1.76K -27 -0.7%
CAL
18
Capital Analysts LLC
Pennsylvania
$121K
VFA
19
Valeo Financial Advisors
Indiana
$84K +$105K +1,613 +2,520%
Simplex Trading
20
Simplex Trading
Illinois
$83K +$78.3K +1,197 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$70K
TC
22
Truvestments Capital
Florida
$64K +$60.1K +920 New
ASN
23
Advisory Services Network
Georgia
$59K -$2.94K -45 -5%
SJIM
24
St. Johns Investment Management
Florida
$53K +$50K +765 New
SWM
25
SeaCrest Wealth Management
New York
$35K +$8.5K +130 +35%

BIB Hedge Fund Activity: Q3 2018 in Review

41 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra NASDAQ Biotechnology (BIB) for Q3 2018, worth a combined $34.8M — up 49% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BIB positions and 8 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Howard Capital Management, opening a new position worth an estimated $6.54M. The largest seller was Opus Point Partners Management, exiting entirely with an estimated $5.37M sold.

  • 41 institutional investors held ProShares Ultra NASDAQ Biotechnology (BIB) as of Q3 2018, up from 38 in Q2 2018.
  • Funds reported $34.8M of ProShares Ultra NASDAQ Biotechnology stock for Q3 2018, up 49% quarter-over-quarter.
  • 11 funds opened new ProShares Ultra NASDAQ Biotechnology positions in Q3 2018 and 8 closed out, a net change of +3 holders.
  • The largest ProShares Ultra NASDAQ Biotechnology buyer in Q3 2018 was Howard Capital Management, an estimated $6.54M added.
  • The largest ProShares Ultra NASDAQ Biotechnology seller in Q3 2018 was Opus Point Partners Management, an estimated $5.37M sold.

Based on aggregated 13F filings for Q3 2018.