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ProShares Ultra NASDAQ Biotechnology

34 hedge funds and large institutions have $25.3M invested in ProShares Ultra NASDAQ Biotechnology in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

58% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $5.47M

36% more capital invested

Capital invested by funds: $18.6M → $25.3M (+$6.7M)

13% more funds holding

Funds holding: 3034 (+4)

1.45% more ownership

Funds ownership: 9.01%10.46% (+1.5%)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
9
Closed
5
Calls
$8.66M
Puts
$5.47M
Net Calls
+$3.18M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Sowell Financial Services
Arkansas
$8.34M +$7.47M +96,578 +419,904%
HF
2
HRT Financial
New York
$3.46M +$1.16M +15,022 +60%
CIC
3
Chase Investment Counsel
Virginia
$3.1M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.88M -$2.59M -33,507 -61%
TFA
5
Toth Financial Advisory
Virginia
$1.86M -$1.94K -25 -0.1%
Citadel Advisors
6
Citadel Advisors
Florida
$1.81M -$322K -4,159 -17%
CIA
7
Capital Investment Advisors
Georgia
$1.15M +$1.01K +13 +0.1%
UMC
8
United Maritime Capital
New York
$777K +$697K +9,000 New
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$518K +$77 +1 +0%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$405K -$19K -245 -5%
Simplex Trading
11
Simplex Trading
Illinois
$344K -$113K -1,458 -27%
TCM
12
Traynor Capital Management
Pennsylvania
$306K -$48.8K -630 -15%
JIC
13
Johnson Investment Counsel
Ohio
$259K +$232K +3,000 New
SIA
14
Soltis Investment Advisors
Utah
$237K +$213K +2,747 New
Jane Street
15
Jane Street
New York
$221K +$199K +2,565 New
VFA
16
Valeo Financial Advisors
Indiana
$142K
SW
17
SVB Wealth
Massachusetts
$129K
Morgan Stanley
18
Morgan Stanley
New York
$103K -$63.5K -820 -41%
US Bancorp
19
US Bancorp
Minnesota
$43K
UBS Group
20
UBS Group
Switzerland
$36K -$850K -10,985 -96%
RCA
21
Ranch Capital Advisors
Florida
$24K
DWP
22
Destiny Wealth Partners
Florida
$23K +$20.9K +270 New
TC
23
Truvestments Capital
Florida
$22K
HWA
24
HCR Wealth Advisors
California
$22K +$19.4K +251 New
Osaic Holdings
25
Osaic Holdings
Arizona
$17K

BIB Hedge Fund Activity: Q4 2020 in Review

34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra NASDAQ Biotechnology (BIB) for Q4 2020, worth a combined $25.3M — up 36% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIB positions and 5 closed out — a net gain of 4 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Sowell Financial Services, adding an estimated $7.47M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $3.47M sold.

  • 34 institutional investors held ProShares Ultra NASDAQ Biotechnology (BIB) as of Q4 2020, up from 30 in Q3 2020.
  • Funds reported $25.3M of ProShares Ultra NASDAQ Biotechnology stock for Q4 2020, up 36% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra NASDAQ Biotechnology positions in Q4 2020 and 5 closed out, a net change of +4 holders.
  • The largest ProShares Ultra NASDAQ Biotechnology buyer in Q4 2020 was Sowell Financial Services, an estimated $7.47M added.
  • The largest ProShares Ultra NASDAQ Biotechnology seller in Q4 2020 was Tower Research Capital (TRC), an estimated $3.47M sold.

Based on aggregated 13F filings for Q4 2020.