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ProShares Ultra NASDAQ Biotechnology

32 hedge funds and large institutions have $54.6M invested in ProShares Ultra NASDAQ Biotechnology in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more capital invested

Capital invested by funds: $18.2M → $54.6M (+$36.5M)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

12.74% more ownership

Funds ownership: 6.7%19.44% (+13%)

5% more call options, than puts

Call options by funds: $8.41M | Put options by funds: $8.01M

11% less funds holding

Funds holding: 3632 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
6
Closed
9
Calls
$8.41M
Puts
$8.01M
Net Calls
+$398K
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$19.9M +$21.2M +209,901 New
GWM
2
Geneos Wealth Management
Colorado
$18.5M +$20.5M +202,776 +202,776%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3M -$276K -2,732 -8%
OMC
4
Old Mission Capital
Illinois
$2.42M +$2.19M +21,629 +561%
CIC
5
Chase Investment Counsel
Virginia
$2.12M
TFA
6
Toth Financial Advisory
Virginia
$2.01M +$584K +5,773 +37%
CIA
7
Capital Investment Advisors
Georgia
$1.32M +$7.89K +78 +0.6%
OPS
8
Orion Portfolio Solutions
Nebraska
$1.3M +$1.39M +13,707 New
TRCT
9
Tower Research Capital (TRC)
New York
$1.19M -$687K -6,794 -35%
UMC
10
United Maritime Capital
New York
$570K -$101K -1,000 -14%
TCM
11
Traynor Capital Management
Pennsylvania
$476K +$69.8K +690 +16%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$426K +$3.84K +38 +0.9%
Citadel Advisors
13
Citadel Advisors
Florida
$267K -$1.3M -12,871 -82%
Vontobel Holding
14
Vontobel Holding
Switzerland
$257K -$276K -2,729 -50%
SW
15
SteelPeak Wealth
California
$223K
Morgan Stanley
16
Morgan Stanley
New York
$161K -$62.8K -621 -27%
SW
17
SVB Wealth
Massachusetts
$142K
CG
18
Cutler Group
California
$94K +$10.1K +100 +11%
US Bancorp
19
US Bancorp
Minnesota
$51K
RCA
20
Ranch Capital Advisors
Florida
$28K
DWP
21
Destiny Wealth Partners
Florida
$26K +$27.3K +270 New
Osaic Holdings
22
Osaic Holdings
Arizona
$25K +$6.57K +65 +33%
TC
23
Truvestments Capital
Florida
$19K
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$17K
MCM
25
MV Capital Management
Maryland
$14K

BIB Hedge Fund Activity: Q3 2021 in Review

32 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra NASDAQ Biotechnology (BIB) for Q3 2021, worth a combined $54.6M — up 201% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BIB and 5 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Howard Capital Management, opening a new position worth an estimated $21.2M. The largest seller was Citadel Advisors, cutting an estimated $1.3M.

  • 32 institutional investors held ProShares Ultra NASDAQ Biotechnology (BIB) as of Q3 2021, down from 36 in Q2 2021.
  • Funds reported $54.6M of ProShares Ultra NASDAQ Biotechnology stock for Q3 2021, up 201% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra NASDAQ Biotechnology positions in Q3 2021 and 9 closed out, a net change of -4 holders.
  • The largest ProShares Ultra NASDAQ Biotechnology buyer in Q3 2021 was Howard Capital Management, an estimated $21.2M added.
  • The largest ProShares Ultra NASDAQ Biotechnology seller in Q3 2021 was Citadel Advisors, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2021.