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ProShares Ultra QQQ

49 hedge funds and large institutions have $123M invested in ProShares Ultra QQQ in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

84.63% more ownership

Funds ownership: 344.02%428.64% (+85%)

61% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $35.7M

51% more capital invested

Capital invested by funds: $81.7M → $123M (+$41.5M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 5049 (-1)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
10
Increased
15
Reduced
14
Closed
11
Calls
$57.5M
Puts
$35.7M
Net Calls
+$21.8M
Net Calls Change
+$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
1
Two Sigma Investments
New York
$26.4M +$17.3M +4,540,800 +208%
SG Americas Securities
2
SG Americas Securities
New York
$18.9M
Two Sigma Advisers
3
Two Sigma Advisers
New York
$17.8M +$17M +4,447,680 +5,325%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8.15M -$142K -37,184 -2%
JT
5
Jump Trading
Illinois
$6.06M +$5.73M +1,502,848 +3,787%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.65M +$3.87M +1,013,856 +239%
LPL Financial
7
LPL Financial
California
$5.39M -$1.05M -276,320 -16%
TFA
8
Toth Financial Advisory
Virginia
$4.33M -$43.1K -11,296 -1%
VF
9
Virtu Financial
New York
$2.9M +$2.81M +736,992 New
Barclays
10
Barclays
United Kingdom
$2.57M +$495K +129,728 +25%
QC
11
QCM Cayman
Texas
$2.48M +$70K +18,336 +3%
DSN
12
D. Scott Neal
Kentucky
$2.27M +$244K +64,000 +12%
AP
13
Advisors Preferred
Maryland
$1.82M -$3.61M -947,392 -67%
PSW
14
Portfolio Strategies (Washington)
Washington
$1.74M +$496K +130,048 +42%
AT
15
Allston Trading
Illinois
$1.51M +$1.47M +385,696 New
Morgan Stanley
16
Morgan Stanley
New York
$1.5M -$921K -241,312 -39%
MCC
17
Mid Continent Capital
Illinois
$1.33M +$1.29M +338,080 New
EP
18
Edgestream Partners
New Jersey
$1.32M -$540K -141,440 -30%
Goldman Sachs
19
Goldman Sachs
New York
$1.09M -$249K -65,376 -19%
U
20
UBS
Switzerland
$988K +$960K +251,584 New
IIA
21
IPG Investment Advisors
California
$928K +$194K +50,976 +28%
MIAN
22
Mariner Independent Advisor Network
Kansas
$835K +$118K +30,816 +17%
CWM
23
Concert Wealth Management
California
$831K
BFG
24
Bouchey Financial Group
New York
$789K -$117K -30,720 -13%
PAG
25
Private Advisor Group
New Jersey
$767K +$8.91K +2,336 +1%

QLD Hedge Fund Activity: Q3 2014 in Review

49 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q3 2014, worth a combined $123M — up 51% from $81.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of QLD and 10 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was Two Sigma Investments, adding an estimated $17.3M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $4.88M sold.

  • 49 institutional investors held ProShares Ultra QQQ (QLD) as of Q3 2014, down from 50 in Q2 2014.
  • Funds reported $123M of ProShares Ultra QQQ stock for Q3 2014, up 51% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra QQQ positions in Q3 2014 and 11 closed out, a net change of -1 holder.
  • The largest ProShares Ultra QQQ buyer in Q3 2014 was Two Sigma Investments, an estimated $17.3M added.
  • The largest ProShares Ultra QQQ seller in Q3 2014 was Tower Research Capital (TRC), an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2014.