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ProShares Ultra NASDAQ Biotechnology

22 hedge funds and large institutions have $8.2M invested in ProShares Ultra NASDAQ Biotechnology in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $1.21M

39% more capital invested

Capital invested by funds: $5.9M → $8.2M (+$2.3M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 2122 (+1)

1.87% more ownership

Funds ownership: 7.24%9.1% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
5
Closed
4
Calls
$2.59M
Puts
$1.21M
Net Calls
+$1.38M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
1
IMC Chicago
Illinois
$2.43M +$2M +42,674 New
Citadel Advisors
2
Citadel Advisors
Florida
$1.47M +$645K +13,765 +115%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.08M +$417K +8,902 +89%
CIC
4
Chase Investment Counsel
Virginia
$687K
CIA
5
Capital Investment Advisors
Georgia
$646K -$24.6K -525 -4%
TFA
6
Toth Financial Advisory
Virginia
$641K +$77.6K +1,655 +17%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$257K -$1.38M -29,415 -87%
PWM
8
Palumbo Wealth Management
New York
$228K +$188K +4,000 New
CCP
9
Clarity Capital Partners
California
$201K +$166K +3,530 New
JP Morgan Chase
10
JP Morgan Chase
New York
$143K
Simplex Trading
11
Simplex Trading
Illinois
$141K +$114K +2,434 +5,409%
Morgan Stanley
12
Morgan Stanley
New York
$101K +$63.2K +1,347 +323%
TRCT
13
Tower Research Capital (TRC)
New York
$82.3K -$235K -5,015 -78%
US Bancorp
14
US Bancorp
Minnesota
$28.5K
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$26.6K -$1.22K -26 -5%
HIIFS
16
Harel Insurance Investments & Financial Services
Israel
$11K
HFS
17
Hantz Financial Services
Michigan
$10K
TC
18
Truvestments Capital
Florida
$7.13K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6K +$4.69K +100 New
FGAM
20
Financial Gravity Asset Management
Texas
$348
Fidelity Investments
21
Fidelity Investments
Massachusetts
$57 +$47 +1 New
Wells Fargo
22
Wells Fargo
California
$43 -$86.7K -1,849 -100%
JF
23
Jump Financial
Illinois
-$393K -8,190 Closed
Vontobel Holding
24
Vontobel Holding
Switzerland
-$324K -6,750 Closed
TCBWMS
25
Texas Capital Bank Wealth Management Services
Texas
-$240K -5,000 Closed

BIB Hedge Fund Activity: Q4 2023 in Review

22 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra NASDAQ Biotechnology (BIB) for Q4 2023, worth a combined $8.2M — up 39% from $5.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BIB positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $2M. The largest seller was Cassaday & Co Wealth Management, cutting an estimated $1.38M.

  • 22 institutional investors held ProShares Ultra NASDAQ Biotechnology (BIB) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $8.2M of ProShares Ultra NASDAQ Biotechnology stock for Q4 2023, up 39% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra NASDAQ Biotechnology positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest ProShares Ultra NASDAQ Biotechnology buyer in Q4 2023 was IMC Chicago, an estimated $2M added.
  • The largest ProShares Ultra NASDAQ Biotechnology seller in Q4 2023 was Cassaday & Co Wealth Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2023.