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ProShares Ultra QQQ

46 hedge funds and large institutions have $71.6M invested in ProShares Ultra QQQ in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

24% more funds holding

Funds holding: 3746 (+9)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

18% less capital invested

Capital invested by funds: $87.1M → $71.6M (-$15.5M)

26% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $53.3M

55.96% less ownership

Funds ownership: 355.51%299.55% (-56%)

Holders
46
Holders Change
+9
Holders Change %
+24.32%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
13
Reduced
13
Closed
5
Calls
$39.3M
Puts
$53.3M
Net Calls
-$14M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
1
SG Americas Securities
New York
$14.9M
Two Sigma Investments
2
Two Sigma Investments
New York
$7.82M +$7.55M +2,403,776 +2,132%
Morgan Stanley
3
Morgan Stanley
New York
$6.49M -$972K -309,472 -13%
LPL Financial
4
LPL Financial
California
$4.37M +$794K +252,704 +22%
VKH
5
Virtu KCG Holdings
New York
$3.65M -$1.43M -456,416 -28%
TFA
6
Toth Financial Advisory
Virginia
$3.56M -$309K -98,240 -8%
Barclays
7
Barclays
United Kingdom
$2.48M -$753K -239,808 -23%
KC
8
Kingfisher Capital
North Carolina
$2.17M -$118K -37,568 -5%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.17M +$1.99M +633,280 +977%
QC
10
QCM Cayman
Texas
$2.12M +$2.14M +681,184 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.11M +$436K +138,784 +26%
VFS
12
VSR Financial Services
Kansas
$1.99M -$186K -59,072 -8%
AIG
13
American International Group
New York
$1.74M +$41.1K +13,088 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.44M -$866K -275,584 -37%
MCC
15
Mid Continent Capital
Illinois
$1.43M -$2.51K -800 -0.2%
DSN
16
D. Scott Neal
Kentucky
$1.16M
Citadel Advisors
17
Citadel Advisors
Florida
$1.13M +$1.14M +362,144 New
BFG
18
Bouchey Financial Group
New York
$924K
Goldman Sachs
19
Goldman Sachs
New York
$888K -$13.7M -4,368,928 -94%
U
20
UBS
Switzerland
$795K +$734K +233,792 +1,060%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$786K -$42.5K -13,536 -5%
Jane Street
22
Jane Street
New York
$709K +$717K +228,192 New
CWM
23
Concert Wealth Management
California
$658K +$673K +214,304 New
PAG
24
Private Advisor Group
New Jersey
$641K +$648K +206,368 New
TRCT
25
Tower Research Capital (TRC)
New York
$527K -$2.76M -878,528 -84%

QLD Hedge Fund Activity: Q1 2014 in Review

46 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q1 2014, worth a combined $71.6M — down 18% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QLD positions and 5 closed out — a net gain of 9 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $7.55M. The largest seller was Goldman Sachs, cutting an estimated $13.7M.

  • 46 institutional investors held ProShares Ultra QQQ (QLD) as of Q1 2014, up from 37 in Q4 2013.
  • Funds reported $71.6M of ProShares Ultra QQQ stock for Q1 2014, down 18% quarter-over-quarter.
  • 14 funds opened new ProShares Ultra QQQ positions in Q1 2014 and 5 closed out, a net change of +9 holders.
  • The largest ProShares Ultra QQQ buyer in Q1 2014 was Two Sigma Investments, an estimated $7.55M added.
  • The largest ProShares Ultra QQQ seller in Q1 2014 was Goldman Sachs, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2014.