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ProShares Ultra NASDAQ Biotechnology

27 hedge funds and large institutions have $19.7M invested in ProShares Ultra NASDAQ Biotechnology in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more capital invested

Capital invested by funds: $7.07M → $19.7M (+$12.6M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% more funds holding

Funds holding: 2627 (+1)

3.52% more ownership

Funds ownership: 5.77%9.29% (+3.5%)

25% less call options, than puts

Call options by funds: $8.44M | Put options by funds: $11.2M

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
8
Closed
6
Calls
$8.44M
Puts
$11.2M
Net Calls
-$2.74M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$8.54M +$7.68M +120,334 +65,756%
CIC
2
Chase Investment Counsel
Virginia
$2.6M +$2.29M +35,885 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.88M +$1.16M +18,238 +239%
TFA
4
Toth Financial Advisory
Virginia
$1.8M +$408K +6,395 +35%
CIA
5
Capital Investment Advisors
Georgia
$902K +$176K +2,750 +28%
Bank Julius Baer & Co
6
Bank Julius Baer & Co
Switzerland
$798K +$188K +2,951 +37%
SW
7
SkyOak Wealth
Michigan
$690K -$51.1K -800 -8%
Citadel Advisors
8
Citadel Advisors
Florida
$491K -$430K -6,741 -50%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$362K -$36.3K -569 -10%
Simplex Trading
10
Simplex Trading
Illinois
$313K -$53.7K -841 -16%
TCM
11
Traynor Capital Management
Pennsylvania
$294K +$259K +4,054 New
PGCM
12
Prescott Group Capital Management
Oklahoma
$218K +$192K +3,000 New
Morgan Stanley
13
Morgan Stanley
New York
$173K -$124K -1,947 -45%
VFA
14
Valeo Financial Advisors
Indiana
$119K
CAL
15
Capital Analysts LLC
Pennsylvania
$109K
SW
16
SVB Wealth
Massachusetts
$108K
PCM
17
Prelude Capital Management
New York
$67K +$19.5K +306 +49%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$58.4K +$51.4K +805 New
US Bancorp
19
US Bancorp
Minnesota
$36K
S
20
SignatureFD
Georgia
$22K
RCA
21
Ranch Capital Advisors
Florida
$19K -$17.9K -280 -50%
TC
22
Truvestments Capital
Florida
$18K
TRCT
23
Tower Research Capital (TRC)
New York
$15K -$43.4K -680 -77%
Osaic Holdings
24
Osaic Holdings
Arizona
$15K -$6.39K -100 -33%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$13K +$11.5K +180 New

BIB Hedge Fund Activity: Q2 2020 in Review

27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra NASDAQ Biotechnology (BIB) for Q2 2020, worth a combined $19.7M — up 178% from $7.07M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BIB positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $7.68M. The largest seller was HRT Financial, exiting entirely with an estimated $1.79M sold.

  • 27 institutional investors held ProShares Ultra NASDAQ Biotechnology (BIB) as of Q2 2020, up from 26 in Q1 2020.
  • Funds reported $19.7M of ProShares Ultra NASDAQ Biotechnology stock for Q2 2020, up 178% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra NASDAQ Biotechnology positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest ProShares Ultra NASDAQ Biotechnology buyer in Q2 2020 was Geneos Wealth Management, an estimated $7.68M added.
  • The largest ProShares Ultra NASDAQ Biotechnology seller in Q2 2020 was HRT Financial, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2020.