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ProShares Ultra QQQ

74 hedge funds and large institutions have $81.3M invested in ProShares Ultra QQQ in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

7% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $19.9M

8% less funds holding

Funds holding: 8074 (-6)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

36.33% less ownership

Funds ownership: 80.58%44.24% (-36%)

63% less capital invested

Capital invested by funds: $217M → $81.3M (-$136M)

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
23
Increased
20
Reduced
15
Closed
29
Calls
$18.6M
Puts
$19.9M
Net Calls
-$1.32M
Net Calls Change
+$950K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1
Manchester Financial
California
$12.9M +$15.5M +1,536,872 New
HCM
2
Howard Capital Management
Georgia
$8.07M -$58.6M -5,816,560 -86%
TFA
3
Toth Financial Advisory
Virginia
$7.28M +$91.7K +9,112 +1%
BRC
4
Bell Rock Capital
Delaware
$6.31M +$65.9K +6,544 +0.9%
KCM
5
Karp Capital Management
California
$5.3M -$63.4K -6,296 -1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.2M +$3.62M +359,864 +1,687%
TSS
7
Two Sigma Securities
New York
$2.92M +$1.1M +109,320 +46%
TRCT
8
Tower Research Capital (TRC)
New York
$2.75M +$2.52M +250,520 +323%
GG
9
GenWealth Group
New Jersey
$2.07M +$227K +22,576 +10%
IFWM
10
Institute for Wealth Management
Colorado
$2.05M -$21.2K -2,104 -0.9%
IMC Chicago
11
IMC Chicago
Illinois
$2.04M +$2.45M +243,136 New
IIA
12
IPG Investment Advisors
California
$1.55M +$1.05M +103,848 +128%
HIS
13
Harvest Investment Services
Illinois
$1.48M +$1.63M +161,520 New
FNC
14
First National Corp
Massachusetts
$1.45M +$1.74M +172,816 New
EP
15
Edgestream Partners
New Jersey
$1.31M +$1.34M +133,160 +580%
Creative Planning
16
Creative Planning
Kansas
$1.28M -$92.5K -9,192 -6%
LPL Financial
17
LPL Financial
California
$1.14M +$22.1K +2,200 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.03M +$1.23M +122,448 New
Jane Street
19
Jane Street
New York
$858K -$148K -14,664 -13%
MIAN
20
Mariner Independent Advisor Network
Kansas
$844K +$161 +16 +0%
FBA
21
Front Barnett Associates
Illinois
$814K -$4.03K -400 -0.4%
RAM
22
Roanoke Asset Management
New Jersey
$806K
HighTower Advisors
23
HighTower Advisors
Illinois
$736K +$43K +4,272 +5%
SCP
24
Silverleafe Capital Partners
Tennessee
$726K +$870K +86,408 New
DSN
25
D. Scott Neal
Kentucky
$669K -$333K -33,112 -29%

QLD Hedge Fund Activity: Q4 2018 in Review

74 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q4 2018, worth a combined $81.3M — down 63% from $217M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of QLD and 23 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 20 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.62M. The largest seller was Howard Capital Management, cutting an estimated $58.6M.

  • 74 institutional investors held ProShares Ultra QQQ (QLD) as of Q4 2018, down from 80 in Q3 2018.
  • Funds reported $81.3M of ProShares Ultra QQQ stock for Q4 2018, down 63% quarter-over-quarter.
  • 23 funds opened new ProShares Ultra QQQ positions in Q4 2018 and 29 closed out, a net change of -6 holders.
  • The largest ProShares Ultra QQQ buyer in Q4 2018 was Susquehanna International Group, an estimated $3.62M added.
  • The largest ProShares Ultra QQQ seller in Q4 2018 was Howard Capital Management, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2018.