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ProShares Ultra QQQ

47 hedge funds and large institutions have $112M invested in ProShares Ultra QQQ in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $23M

19% less capital invested

Capital invested by funds: $139M → $112M (-$26.5M)

22% less funds holding

Funds holding: 6047 (-13)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

49.42% less ownership

Funds ownership: 411.58%362.16% (-49%)

71% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 17

Holders
47
Holders Change
-13
Holders Change %
-21.67%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
5
Increased
12
Reduced
19
Closed
17
Calls
$52.8M
Puts
$23M
Net Calls
+$29.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
1
SG Americas Securities
New York
$21.4M
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.7M -$4.24M -960,640 -28%
LPL Financial
3
LPL Financial
California
$10.7M +$318K +72,192 +3%
Two Sigma Investments
4
Two Sigma Investments
New York
$8.85M +$7.49M +1,699,200 +590%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.83M +$109K +24,640 +2%
JWS
6
Juncture Wealth Strategies
Arizona
$6.29M +$15.4M +3,500,352 New
AP
7
Advisors Preferred
Maryland
$5.93M -$2.34M -529,824 -28%
Morgan Stanley
8
Morgan Stanley
New York
$4.84M +$2.81M +636,864 +142%
TFA
9
Toth Financial Advisory
Virginia
$4.32M -$480K -108,960 -10%
KCM
10
Karp Capital Management
California
$4.07M -$28.2K -6,400 -0.7%
TRCT
11
Tower Research Capital (TRC)
New York
$3.4M -$503K -114,048 -13%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.39M +$4.94K +1,120 +0.1%
DSN
13
D. Scott Neal
Kentucky
$2.61M +$81.1K +18,400 +3%
Barclays
14
Barclays
United Kingdom
$1.77M -$1.71M -388,576 -49%
TH
15
Timber Hill
Connecticut
$1.6M -$610K -138,304 -28%
Simplex Trading
16
Simplex Trading
Illinois
$1.48M +$1.46M +332,064 New
MCC
17
Mid Continent Capital
Illinois
$1.44M -$28.9K -6,560 -2%
Goldman Sachs
18
Goldman Sachs
New York
$1.39M -$1.56M -354,688 -53%
IIA
19
IPG Investment Advisors
California
$1.31M -$142K -32,160 -10%
VKH
20
Virtu KCG Holdings
New York
$1.21M -$1.98M -447,904 -62%
EP
21
Edgestream Partners
New Jersey
$1.07M +$399K +90,432 +60%
CWM
22
Concert Wealth Management
California
$1.04M +$154K +34,912 +14%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.02M -$817K -185,312 -45%
BFG
24
Bouchey Financial Group
New York
$712K
UBS Group
25
UBS Group
Switzerland
$622K -$163K -36,896 -21%

QLD Hedge Fund Activity: Q1 2015 in Review

47 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q1 2015, worth a combined $112M — down 19% from $139M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of QLD and 5 opened new positions — a net loss of 12 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Juncture Wealth Strategies, opening a new position worth an estimated $15.4M. The largest seller was Virtu Financial, exiting entirely with an estimated $9.6M sold.

  • 47 institutional investors held ProShares Ultra QQQ (QLD) as of Q1 2015, down from 60 in Q4 2014.
  • Funds reported $112M of ProShares Ultra QQQ stock for Q1 2015, down 19% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra QQQ positions in Q1 2015 and 17 closed out, a net change of -12 holders.
  • The largest ProShares Ultra QQQ buyer in Q1 2015 was Juncture Wealth Strategies, an estimated $15.4M added.
  • The largest ProShares Ultra QQQ seller in Q1 2015 was Virtu Financial, an estimated $9.6M sold.

Based on aggregated 13F filings for Q1 2015.