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ProShares Ultra QQQ

63 hedge funds and large institutions have $97.5M invested in ProShares Ultra QQQ in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more capital invested

Capital invested by funds: $72.4M → $97.5M (+$25M)

32% more call options, than puts

Call options by funds: $40.9M | Put options by funds: $31.1M

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

8.43% more ownership

Funds ownership: 43.48%51.91% (+8.4%)

3% more funds holding

Funds holding: 6163 (+2)

65% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 23

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
15
Increased
8
Reduced
23
Closed
13
Calls
$40.9M
Puts
$31.1M
Net Calls
+$9.88M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$28.4M +$27.3M +3,093,040 New
HGWM
2
Harvest Group Wealth Management
Massachusetts
$9.6M +$9.23M +1,046,952 New
BRC
3
Bell Rock Capital
Delaware
$8.66M -$275K -31,168 -3%
TFA
4
Toth Financial Advisory
Virginia
$8.35M -$163K -18,448 -2%
KCM
5
Karp Capital Management
California
$7.32M -$208K -23,560 -3%
PSW
6
Portfolio Strategies (Washington)
Washington
$4.31M +$458K +51,952 +12%
Citadel Advisors
7
Citadel Advisors
Florida
$2.48M +$1.83M +207,304 +328%
IFWM
8
Institute for Wealth Management
Colorado
$2.35M -$34.6K -3,928 -2%
GG
9
GenWealth Group
New Jersey
$2.04M +$448K +50,816 +36%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.76M -$1.93M -219,256 -53%
Creative Planning
11
Creative Planning
Kansas
$1.65M -$701K -79,488 -31%
Mariner
12
Mariner
Kansas
$1.61M
MIAN
13
Mariner Independent Advisor Network
Kansas
$1.5M -$423 -48 -0%
LPL Financial
14
LPL Financial
California
$1.41M +$43.3K +4,912 +3%
VF
15
Virtu Financial
New York
$1.28M +$1.23M +139,816 New
Morgan Stanley
16
Morgan Stanley
New York
$1.17M -$436K -49,480 -28%
DSN
17
D. Scott Neal
Kentucky
$1.09M +$3.81K +432 +0.4%
FBA
18
Front Barnett Associates
Illinois
$906K
Bank of America
19
Bank of America
North Carolina
$880K
HighTower Advisors
20
HighTower Advisors
Illinois
$765K -$2.2M -249,600 -75%
Goldman Sachs
21
Goldman Sachs
New York
$671K -$2.24M -254,272 -78%
SFS
22
Sowell Financial Services
Arkansas
$581K +$494K +56,008 New
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$571K
BRWA
24
B. Riley Wealth Advisors
Florida
$569K
Wolverine Trading
25
Wolverine Trading
Illinois
$527K -$192K -21,728 -27%

QLD Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q4 2017, worth a combined $97.5M — up 35% from $72.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new QLD positions and 13 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.83M. The largest seller was DRW Securities, exiting entirely with an estimated $9.11M sold.

  • 63 institutional investors held ProShares Ultra QQQ (QLD) as of Q4 2017, up from 61 in Q3 2017.
  • Funds reported $97.5M of ProShares Ultra QQQ stock for Q4 2017, up 35% quarter-over-quarter.
  • 15 funds opened new ProShares Ultra QQQ positions in Q4 2017 and 13 closed out, a net change of +2 holders.
  • The largest ProShares Ultra QQQ buyer in Q4 2017 was Citadel Advisors, an estimated $1.83M added.
  • The largest ProShares Ultra QQQ seller in Q4 2017 was DRW Securities, an estimated $9.11M sold.

Based on aggregated 13F filings for Q4 2017.