We are live on ! Find out more
ROM icon

ProShares Ultra Technology

19 hedge funds and large institutions have $9.95M invested in ProShares Ultra Technology in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.6M

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

31.1% more ownership

Funds ownership: 184.14%215.24% (+31%)

23% more capital invested

Capital invested by funds: $8.06M → $9.95M (+$1.89M)

19% more funds holding

Funds holding: 1619 (+3)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
1
Reduced
6
Closed
3
Calls
$3.58M
Puts
$1.6M
Net Calls
+$1.98M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Atria Investments
North Carolina
$2.58M -$12.1K -3,456 -0.5%
TFA
2
Toth Financial Advisory
Virginia
$1.83M
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.57M +$1.51M +433,184 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.11M +$1.07M +305,568 New
LPL Financial
5
LPL Financial
California
$887K -$61.1K -17,504 -7%
VKH
6
Virtu KCG Holdings
New York
$445K +$429K +122,752 New
Jane Street
7
Jane Street
New York
$338K +$325K +93,152 New
TH
8
Timber Hill
Connecticut
$257K +$247K +70,816 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$240K -$21.7K -6,208 -9%
Goldman Sachs
10
Goldman Sachs
New York
$214K +$206K +59,072 New
Morgan Stanley
11
Morgan Stanley
New York
$115K -$253K -72,512 -70%
S
12
SignatureFD
Georgia
$93K
U
13
UBS
Switzerland
$78K +$9.61K +2,752 +15%
Wells Fargo
14
Wells Fargo
California
$70K
BAM
15
Brave Asset Management
New Jersey
$58K
Bank of America
16
Bank of America
North Carolina
$47K
AIG
17
American International Group
New York
$11.6K -$22.4K -6,400 -67%
Creative Planning
18
Creative Planning
Kansas
$6K -$55.9K -16,000 -90%
TCM
19
Tradewinds Capital Management
Washington
$3K
CA
20
Cetera Advisors
Colorado
-$1.91M -556,672 Closed
DADC
21
D.A. Davidson & Co
Montana
-$21K -6,400 Closed
Barclays
22
Barclays
United Kingdom
-$19.7K -5,632 Closed

ROM Hedge Fund Activity: Q1 2014 in Review

19 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2014, worth a combined $9.95M — up 23% from $8.06M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROM positions and 3 closed out — a net gain of 3 holders — while 1 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.51M. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.91M sold.

  • 19 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2014, up from 16 in Q4 2013.
  • Funds reported $9.95M of ProShares Ultra Technology stock for Q1 2014, up 23% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Technology positions in Q1 2014 and 3 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Technology buyer in Q1 2014 was Susquehanna International Group, an estimated $1.51M added.
  • The largest ProShares Ultra Technology seller in Q1 2014 was Cetera Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2014.