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ProShares Ultra QQQ

50 hedge funds and large institutions have $59.4M invested in ProShares Ultra QQQ in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $13.8M

7% less funds holding

Funds holding: 5450 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

42% less capital invested

Capital invested by funds: $103M → $59.4M (-$43.2M)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

56.86% less ownership

Funds ownership: 158.01%101.15% (-57%)

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
10
Reduced
23
Closed
12
Calls
$40.3M
Puts
$13.8M
Net Calls
+$26.5M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.4M -$5.83M -1,394,432 -38%
JT
2
Jump Trading
Illinois
$5.33M +$4.84M +1,156,288 New
TFA
3
Toth Financial Advisory
Virginia
$4.24M -$71.9K -17,184 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.5M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.31M -$5.27M -1,259,648 -64%
KCM
6
Karp Capital Management
California
$3.13M -$884K -211,360 -24%
VF
7
Virtu Financial
New York
$3.11M -$6.12M -1,462,256 -68%
Morgan Stanley
8
Morgan Stanley
New York
$2.78M +$2.01M +480,112 +391%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$2.55M -$3.26M -779,200 -58%
Two Sigma Investments
10
Two Sigma Investments
New York
$2.39M +$2.17M +518,400 New
Citadel Advisors
11
Citadel Advisors
Florida
$2.04M +$1.58M +376,992 +568%
CWM
12
Concert Wealth Management
California
$1.64M -$3.08K -736 -0.2%
Jane Street
13
Jane Street
New York
$1.58M +$127K +30,256 +10%
Mariner
14
Mariner
Kansas
$1.55M
IIA
15
IPG Investment Advisors
California
$1.23M -$1.06M -252,400 -49%
Barclays
16
Barclays
United Kingdom
$1.2M +$1.1M +262,272 New
CLOS
17
Compagnie Lombard Odier SCmA
Switzerland
$1.03M
HCMT
18
Highland Capital Management (Texas)
Texas
$738K +$669K +160,000 New
DSN
19
D. Scott Neal
Kentucky
$725K -$290K -69,440 -31%
SPC
20
Sigma Planning Corp
Michigan
$635K +$576K +137,696 New
GA
21
Geneva Advisors
Illinois
$590K +$197K +47,200 +59%
FBA
22
Front Barnett Associates
Illinois
$531K -$20.1K -4,800 -4%
TRCT
23
Tower Research Capital (TRC)
New York
$531K +$11K +2,624 +2%
CT
24
CMT Trading
Illinois
$517K +$199K +47,568 +74%
Simplex Trading
25
Simplex Trading
Illinois
$476K +$432K +103,216 New

QLD Hedge Fund Activity: Q1 2016 in Review

50 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q1 2016, worth a combined $59.4M — down 42% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of QLD and 8 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 10 added.

The largest buyer was Jump Trading, opening a new position worth an estimated $4.84M. The largest seller was SG Americas Securities, exiting entirely with an estimated $23.5M sold.

  • 50 institutional investors held ProShares Ultra QQQ (QLD) as of Q1 2016, down from 54 in Q4 2015.
  • Funds reported $59.4M of ProShares Ultra QQQ stock for Q1 2016, down 42% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra QQQ positions in Q1 2016 and 12 closed out, a net change of -4 holders.
  • The largest ProShares Ultra QQQ buyer in Q1 2016 was Jump Trading, an estimated $4.84M added.
  • The largest ProShares Ultra QQQ seller in Q1 2016 was SG Americas Securities, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2016.