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ProShares Ultra QQQ

84 hedge funds and large institutions have $131M invested in ProShares Ultra QQQ in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

12% more funds holding

Funds holding: 7584 (+9)

8% more capital invested

Capital invested by funds: $121M → $131M (+$10.1M)

6.69% more ownership

Funds ownership: 50.2%56.89% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

42% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $55.5M

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
21
Reduced
23
Closed
6
Calls
$32.1M
Puts
$55.5M
Net Calls
-$23.4M
Net Calls Change
-$7.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$23.8M -$1.28M -104,040 -5%
TFA
2
Toth Financial Advisory
Virginia
$10.1M -$60.9K -4,968 -0.6%
KCM
3
Karp Capital Management
California
$7.46M -$81.9K -6,680 -1%
FFN
4
Focus Financial Network
Minnesota
$7.19M -$981 -80 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.6M -$279K -22,792 -6%
FAAS
6
First Allied Advisory Services
California
$4.43M -$241K -19,632 -5%
BRC
7
Bell Rock Capital
Delaware
$4.1M -$3.77M -307,856 -48%
CA
8
Clearstead Advisors
Ohio
$4.07M +$1.08M +87,768 +35%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.94M
SFS
10
Sowell Financial Services
Arkansas
$3.54M +$3.58M +292,352 New
TRCT
11
Tower Research Capital (TRC)
New York
$3.52M +$3.56M +290,072 +36,259%
FNC
12
First National Corp
Massachusetts
$3.38M +$278K +22,656 +9%
GG
13
GenWealth Group
New Jersey
$3.36M +$192K +15,624 +6%
VF
14
Virtu Financial
New York
$2.9M +$2.94M +239,448 New
IFWM
15
Institute for Wealth Management
Colorado
$2.89M -$8.92K -728 -0.3%
Creative Planning
16
Creative Planning
Kansas
$2.62M +$850K +69,304 +47%
Goldman Sachs
17
Goldman Sachs
New York
$2.5M +$2.54M +206,928 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.42M +$2.09M +170,896 +588%
Morgan Stanley
19
Morgan Stanley
New York
$2.32M +$1.52M +123,744 +182%
IMC Chicago
20
IMC Chicago
Illinois
$1.85M +$1.88M +153,392 New
Jane Street
21
Jane Street
New York
$1.76M +$1.07M +86,888 +148%
LPL Financial
22
LPL Financial
California
$1.75M +$190K +15,496 +12%
TSS
23
Two Sigma Securities
New York
$1.64M -$1.29M -104,904 -44%
HIS
24
Harvest Investment Services
Illinois
$1.53M -$385K -31,400 -20%
RWA
25
Redhawk Wealth Advisors
Minnesota
$1.5M +$143K +11,680 +10%

QLD Hedge Fund Activity: Q3 2019 in Review

84 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q3 2019, worth a combined $131M — up 8.3% from $121M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new QLD positions and 6 closed out — a net gain of 9 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $3.56M. The largest seller was Bell Rock Capital, cutting an estimated $3.77M.

  • 84 institutional investors held ProShares Ultra QQQ (QLD) as of Q3 2019, up from 75 in Q2 2019.
  • Funds reported $131M of ProShares Ultra QQQ stock for Q3 2019, up 8.3% quarter-over-quarter.
  • 15 funds opened new ProShares Ultra QQQ positions in Q3 2019 and 6 closed out, a net change of +9 holders.
  • The largest ProShares Ultra QQQ buyer in Q3 2019 was Tower Research Capital (TRC), an estimated $3.56M added.
  • The largest ProShares Ultra QQQ seller in Q3 2019 was Bell Rock Capital, an estimated $3.77M sold.

Based on aggregated 13F filings for Q3 2019.