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ProShares Ultra QQQ

88 hedge funds and large institutions have $209M invested in ProShares Ultra QQQ in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

24% more capital invested

Capital invested by funds: $168M → $209M (+$41M)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

4% more funds holding

Funds holding: 8588 (+3)

16% less call options, than puts

Call options by funds: $70M | Put options by funds: $83.4M

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

28.98% less ownership

Funds ownership: 53.86%24.88% (-29%)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
17
Increased
21
Reduced
29
Closed
14
Calls
$70M
Puts
$83.4M
Net Calls
-$13.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$49.3M +$5.06M +229,328 +12%
FNC
2
First National Corp
Massachusetts
$23.3M -$1.21M -54,812 -17%
TFA
3
Toth Financial Advisory
Virginia
$17.2M -$1.25M -56,576 -7%
FFN
4
Focus Financial Network
Minnesota
$13.6M -$12.5K -568 -0.1%
DS
5
DRW Securities
Illinois
$10.1M +$8.82M +400,192 +976%
GWM
6
Geneos Wealth Management
Colorado
$10M +$10.1M +458,932 New
CA
7
Clearstead Advisors
Ohio
$8.77M +$87.2K +3,956 +1%
RWA
8
Redhawk Wealth Advisors
Minnesota
$7.65M +$1.4M +63,308 +23%
KCM
9
Karp Capital Management
California
$5.7M -$381K -17,276 -6%
BRC
10
Bell Rock Capital
Delaware
$5.01M -$1.05M -47,676 -18%
IFWM
11
Institute for Wealth Management
Colorado
$4.87M -$52.5K -2,380 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$4.81M -$13.2M -600,500 -74%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.28M -$2.05M -92,916 -39%
SFS
14
Sowell Financial Services
Arkansas
$3.27M -$35.4K -1,604 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.6M -$881K -39,972 -26%
GG
16
GenWealth Group
New Jersey
$2.28M +$1.77M +80,496 +450%
FBA
17
Front Barnett Associates
Illinois
$2.2M
RAM
18
Roanoke Asset Management
New Jersey
$2.2M
HIS
19
Harvest Investment Services
Illinois
$1.98M -$499K -22,628 -21%
Morgan Stanley
20
Morgan Stanley
New York
$1.78M +$808K +36,648 +89%
Wolverine Trading
21
Wolverine Trading
Illinois
$1.74M +$329K +14,904 +24%
Creative Planning
22
Creative Planning
Kansas
$1.66M +$19.7K +892 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.61M +$283K +12,828 +22%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.44M +$44.8K +2,032 +3%
AAP
25
Arax Advisory Partners
Colorado
$1.43M -$56.4K -2,560 -4%

QLD Hedge Fund Activity: Q3 2020 in Review

88 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra QQQ (QLD) for Q3 2020, worth a combined $209M — up 24% from $168M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QLD positions and 14 closed out — a net gain of 3 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $10.1M. The largest seller was Cutler Group, cutting an estimated $14.7M.

  • 88 institutional investors held ProShares Ultra QQQ (QLD) as of Q3 2020, up from 85 in Q2 2020.
  • Funds reported $209M of ProShares Ultra QQQ stock for Q3 2020, up 24% quarter-over-quarter.
  • 17 funds opened new ProShares Ultra QQQ positions in Q3 2020 and 14 closed out, a net change of +3 holders.
  • The largest ProShares Ultra QQQ buyer in Q3 2020 was Geneos Wealth Management, an estimated $10.1M added.
  • The largest ProShares Ultra QQQ seller in Q3 2020 was Cutler Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.