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ProShares Ultra Technology

21 hedge funds and large institutions have $12.2M invested in ProShares Ultra Technology in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

32.1% more ownership

Funds ownership: 215.24%247.35% (+32%)

23% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.49M

23% more capital invested

Capital invested by funds: $9.95M → $12.2M (+$2.27M)

11% more funds holding

Funds holding: 1921 (+2)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
4
Calls
$3.06M
Puts
$2.49M
Net Calls
+$573K
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Advisors Preferred
Maryland
$2.67M +$2.42M +648,928 New
TFA
2
Toth Financial Advisory
Virginia
$2.08M +$7.17K +1,920 +0.4%
AI
3
Atria Investments
North Carolina
$1.9M -$938K -251,264 -35%
LPL Financial
4
LPL Financial
California
$990K -$15.5K -4,160 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$822K -$872K -233,568 -54%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$680K +$616K +165,120 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$620K +$562K +150,528 New
VKH
8
Virtu KCG Holdings
New York
$601K +$86.2K +23,104 +19%
Morgan Stanley
9
Morgan Stanley
New York
$447K +$288K +77,024 +243%
Goldman Sachs
10
Goldman Sachs
New York
$433K +$172K +46,208 +78%
Citadel Advisors
11
Citadel Advisors
Florida
$308K -$862K -230,816 -76%
WBG
12
Wharton Business Group
Pennsylvania
$224K +$203K +54,400 New
S
13
SignatureFD
Georgia
$106K
Barclays
14
Barclays
United Kingdom
$100K +$91.4K +24,480 New
Wells Fargo
15
Wells Fargo
California
$79K
BAM
16
Brave Asset Management
New Jersey
$66K
Bank of America
17
Bank of America
North Carolina
$62K +$9.08K +2,432 +19%
U
18
UBS
Switzerland
$17K -$65K -17,408 -81%
Creative Planning
19
Creative Planning
Kansas
$7K
TCM
20
Tradewinds Capital Management
Washington
$4K
NMIS
21
Northwestern Mutual Investment Services
Wisconsin
$1K +$1.19K +320 New
Jane Street
22
Jane Street
New York
-$338K -93,152 Closed
TH
23
Timber Hill
Connecticut
-$257K -70,816 Closed
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
-$240K -66,272 Closed
AIG
25
American International Group
New York
-$11.6K -3,200 Closed

ROM Hedge Fund Activity: Q2 2014 in Review

21 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q2 2014, worth a combined $12.2M — up 23% from $9.95M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROM positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $2.42M. The largest seller was Atria Investments, cutting an estimated $938K.

  • 21 institutional investors held ProShares Ultra Technology (ROM) as of Q2 2014, up from 19 in Q1 2014.
  • Funds reported $12.2M of ProShares Ultra Technology stock for Q2 2014, up 23% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Technology positions in Q2 2014 and 4 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Technology buyer in Q2 2014 was Advisors Preferred, an estimated $2.42M added.
  • The largest ProShares Ultra Technology seller in Q2 2014 was Atria Investments, an estimated $938K sold.

Based on aggregated 13F filings for Q2 2014.