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ProShares Ultra QQQ

61 hedge funds and large institutions have $72.4M invested in ProShares Ultra QQQ in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $66.6M → $72.4M (+$5.79M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

4% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $45.3M

2% less funds holding

Funds holding: 6261 (-1)

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

44.5% less ownership

Funds ownership: 87.97%43.48% (-44%)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
7
Increased
15
Reduced
26
Closed
7
Calls
$43.5M
Puts
$45.3M
Net Calls
-$1.75M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
1
DRW Securities
Illinois
$9.11M +$8.14M +1,044,232 +1,160%
BRC
2
Bell Rock Capital
Delaware
$7.84M -$310K -39,760 -4%
TFA
3
Toth Financial Advisory
Virginia
$7.46M -$183K -23,504 -2%
KCM
4
Karp Capital Management
California
$6.6M -$50.1K -6,424 -0.8%
PSW
5
Portfolio Strategies (Washington)
Washington
$3.35M +$428K +54,912 +15%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.3M -$2.81M -360,456 -47%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.67M
TRCT
8
Tower Research Capital (TRC)
New York
$2.67M +$1.74M +223,600 +206%
Goldman Sachs
9
Goldman Sachs
New York
$2.63M +$2.39M +306,488 +1,461%
Creative Planning
10
Creative Planning
Kansas
$2.08M +$261K +33,472 +15%
IFWM
11
Institute for Wealth Management
Colorado
$2.08M -$52.5K -6,728 -3%
Two Sigma Investments
12
Two Sigma Investments
New York
$1.68M +$1.63M +208,800 New
Morgan Stanley
13
Morgan Stanley
New York
$1.42M +$878K +112,608 +175%
Mariner
14
Mariner
Kansas
$1.41M
MIAN
15
Mariner Independent Advisor Network
Kansas
$1.31M
LPL Financial
16
LPL Financial
California
$1.19M -$40.2K -5,160 -3%
GG
17
GenWealth Group
New Jersey
$1.13M +$128K +16,416 +13%
DSN
18
D. Scott Neal
Kentucky
$951K -$789K -101,152 -46%
SPC
19
Sigma Planning Corp
Michigan
$920K -$130K -16,648 -13%
SG Americas Securities
20
SG Americas Securities
New York
$893K -$536K -68,800 -38%
EP
21
Edgestream Partners
New Jersey
$892K -$721K -92,520 -45%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$835K +$811K +104,000 New
FBA
23
Front Barnett Associates
Illinois
$793K
Bank of America
24
Bank of America
North Carolina
$771K -$11.2K -1,440 -1%
Wolverine Trading
25
Wolverine Trading
Illinois
$636K -$75K -9,616 -11%

QLD Hedge Fund Activity: Q3 2017 in Review

61 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q3 2017, worth a combined $72.4M — up 8.7% from $66.6M a quarter earlier.

Fund positioning in QLD was balanced in Q3 2017: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 26 trimmed.

The largest buyer was DRW Securities, adding an estimated $8.14M. The largest seller was Highland Capital Management (Texas), exiting entirely with an estimated $4.61M sold.

  • 61 institutional investors held ProShares Ultra QQQ (QLD) as of Q3 2017, down from 62 in Q2 2017.
  • Funds reported $72.4M of ProShares Ultra QQQ stock for Q3 2017, up 8.7% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra QQQ positions in Q3 2017 and 7 closed out, a net change of 0 holders.
  • The largest ProShares Ultra QQQ buyer in Q3 2017 was DRW Securities, an estimated $8.14M added.
  • The largest ProShares Ultra QQQ seller in Q3 2017 was Highland Capital Management (Texas), an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2017.