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ProShares Ultra Technology

47 hedge funds and large institutions have $26.2M invested in ProShares Ultra Technology in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $537K

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7% more funds holding

Funds holding: 4447 (+3)

0.53% less ownership

Funds ownership: 4.18%3.64% (-0.53%)

17% less capital invested

Capital invested by funds: $31.7M → $26.2M (-$5.52M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
13
Closed
8
Calls
$1.21M
Puts
$537K
Net Calls
+$670K
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$253K -$27.6K -427 -10%
EWM
27
Empirical Wealth Management
Washington
$243K +$324 +5 +0.1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$233K -$2.99M -46,265 -93%
GVAG
29
Great Valley Advisor Group
Delaware
$231K
NL
30
NWAM LLC
Washington
$215K +$207K +3,200 New
HCM
31
Howard Capital Management
Georgia
$205K
Belvedere Trading
32
Belvedere Trading
Illinois
$133K +$128K +1,979 New
Citadel Advisors
33
Citadel Advisors
Florida
$93.3K +$90K +1,391 New
QCG
34
Quadrant Capital Group
Ohio
$67.1K
UBS Group
35
UBS Group
Switzerland
$65.1K +$62.8K +970 New
IA
36
IFP Advisors
Florida
$50.3K +$48.5K +750 New
TC
37
Truvestments Capital
Florida
$41.3K +$39.9K +616 New
LI
38
LRI Investments
Florida
$28.7K
LFG
39
Larson Financial Group
Missouri
$26.8K +$25.9K +400 New
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$10.7K
Morgan Stanley
41
Morgan Stanley
New York
$8.72K -$3.56K -55 -30%
WT
42
Whittier Trust
California
$6.71K +$6.47K +100 New
TAM
43
Tucker Asset Management
Colorado
$6.51K -$197K -3,050 -97%
JP Morgan Chase
44
JP Morgan Chase
New York
$3.35K
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$2.23K +$2.01K +31 New
VWM
46
Venturi Wealth Management
Texas
$2.01K +$518 +8 +36%
Wells Fargo
47
Wells Fargo
California
$39
VFA
48
Valeo Financial Advisors
Indiana
-$989K -14,160 Closed
BRWA
49
B. Riley Wealth Advisors
Florida
-$761K -10,889 Closed
Jane Street
50
Jane Street
New York
-$305K -4,374 Closed

ROM Hedge Fund Activity: Q3 2024 in Review

47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q3 2024, worth a combined $26.2M — down 17% from $31.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ROM positions and 8 closed out — a net gain of 3 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.41M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.99M.

  • 47 institutional investors held ProShares Ultra Technology (ROM) as of Q3 2024, up from 44 in Q2 2024.
  • Funds reported $26.2M of ProShares Ultra Technology stock for Q3 2024, down 17% quarter-over-quarter.
  • 11 funds opened new ProShares Ultra Technology positions in Q3 2024 and 8 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Technology buyer in Q3 2024 was Goldman Sachs, an estimated $1.41M added.
  • The largest ProShares Ultra Technology seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $2.99M sold.

Based on aggregated 13F filings for Q3 2024.