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ProShares Ultra QQQ

75 hedge funds and large institutions have $121M invested in ProShares Ultra QQQ in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

33% more capital invested

Capital invested by funds: $91M → $121M (+$30M)

11.03% more ownership

Funds ownership: 39.16%50.2% (+11%)

1% more funds holding

Funds holding: 7475 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

30% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $50.9M

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
16
Reduced
22
Closed
12
Calls
$35.5M
Puts
$50.9M
Net Calls
-$15.4M
Net Calls Change
+$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$27.1M +$10.6M +905,456 +76%
TFA
2
Toth Financial Advisory
Virginia
$10.1M -$138K -11,752 -1%
BRC
3
Bell Rock Capital
Delaware
$7.77M -$1.3M -110,768 -15%
KCM
4
Karp Capital Management
California
$7.49M +$101K +8,584 +1%
FFN
5
Focus Financial Network
Minnesota
$7.14M +$145K +12,384 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.84M +$4.72M +403,000 New
FAAS
7
First Allied Advisory Services
California
$4.64M +$4.52M +386,288 New
HighTower Advisors
8
HighTower Advisors
Illinois
$3.91M -$384K -32,808 -9%
ACI
9
Alpha Cubed Investments
California
$3.61M +$3.53M +301,112 New
GG
10
GenWealth Group
New Jersey
$3.26M +$109K +9,344 +4%
FNC
11
First National Corp
Massachusetts
$3.08M +$770K +65,800 +34%
CA
12
Clearstead Advisors
Ohio
$2.98M +$2.08M +177,368 +249%
TSS
13
Two Sigma Securities
New York
$2.88M +$353K +30,168 +14%
IFWM
14
Institute for Wealth Management
Colorado
$2.88M -$3K -256 -0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.46M +$1.84M +157,512 +330%
HIS
16
Harvest Investment Services
Illinois
$1.97M -$234K -19,960 -11%
Creative Planning
17
Creative Planning
Kansas
$1.77M -$13.1K -1,120 -0.8%
LPL Financial
18
LPL Financial
California
$1.55M +$15.1K +1,288 +1%
RWA
19
Redhawk Wealth Advisors
Minnesota
$1.35M +$531K +45,344 +68%
MIAN
20
Mariner Independent Advisor Network
Kansas
$1.23M +$1.22K +104 +0.1%
FBA
21
Front Barnett Associates
Illinois
$1.16M -$5.62K -480 -0.5%
RAM
22
Roanoke Asset Management
New Jersey
$1.15M
DS
23
DRW Securities
Illinois
$964K +$940K +80,312 New
DSN
24
D. Scott Neal
Kentucky
$956K
IF
25
IRON Financial
Illinois
$938K

QLD Hedge Fund Activity: Q2 2019 in Review

75 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q2 2019, worth a combined $121M — up 33% from $91M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QLD positions and 12 closed out — a net gain of 4 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $10.6M. The largest seller was Susquehanna International Group, cutting an estimated $2.36M.

  • 75 institutional investors held ProShares Ultra QQQ (QLD) as of Q2 2019, up from 74 in Q1 2019.
  • Funds reported $121M of ProShares Ultra QQQ stock for Q2 2019, up 33% quarter-over-quarter.
  • 16 funds opened new ProShares Ultra QQQ positions in Q2 2019 and 12 closed out, a net change of +4 holders.
  • The largest ProShares Ultra QQQ buyer in Q2 2019 was Howard Capital Management, an estimated $10.6M added.
  • The largest ProShares Ultra QQQ seller in Q2 2019 was Susquehanna International Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2019.