We are live on ! Find out more
ROM icon

ProShares Ultra Technology

21 hedge funds and large institutions have $13.4M invested in ProShares Ultra Technology in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $6.65M | Put options by funds: $1.76M

10% more capital invested

Capital invested by funds: $12.2M → $13.4M (+$1.16M)

4.06% more ownership

Funds ownership: 247.35%251.41% (+4.1%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
3
Calls
$6.65M
Puts
$1.76M
Net Calls
+$4.88M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Advisors Preferred
Maryland
$3.15M +$256K +58,624 +9%
TFA
2
Toth Financial Advisory
Virginia
$2.24M -$9.5K -2,176 -0.4%
AI
3
Atria Investments
North Carolina
$2.02M -$27.9K -6,400 -1%
UCFA
4
United Capital Financial Advisors
Texas
$1.25M +$1.23M +281,696 New
LPL Financial
5
LPL Financial
California
$941K -$94K -21,536 -9%
VKH
6
Virtu KCG Holdings
New York
$485K -$161K -36,768 -25%
Goldman Sachs
7
Goldman Sachs
New York
$431K -$36.7K -8,416 -8%
Jane Street
8
Jane Street
New York
$398K +$390K +89,376 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$382K -$496K -113,696 -57%
Citadel Advisors
10
Citadel Advisors
Florida
$378K +$44.7K +10,240 +14%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$288K +$283K +64,800 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$287K -$376K -86,112 -57%
WBG
13
Wharton Business Group
Pennsylvania
$242K
Morgan Stanley
14
Morgan Stanley
New York
$207K -$271K -62,080 -57%
U
15
UBS
Switzerland
$187K +$166K +37,952 +919%
S
16
SignatureFD
Georgia
$114K
Barclays
17
Barclays
United Kingdom
$109K +$699 +160 +0.7%
Wells Fargo
18
Wells Fargo
California
$85K +$140 +32 +0.2%
BAM
19
Brave Asset Management
New Jersey
$71K
Creative Planning
20
Creative Planning
Kansas
$60K +$51.7K +11,840 +673%
Bank of America
21
Bank of America
North Carolina
$56K -$10.6K -2,432 -16%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
-$680K -165,120 Closed
TCM
23
Tradewinds Capital Management
Washington
-$4K -960 Closed
NMIS
24
Northwestern Mutual Investment Services
Wisconsin
-$1K -320 Closed

ROM Hedge Fund Activity: Q3 2014 in Review

21 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q3 2014, worth a combined $13.4M — up 9.5% from $12.2M a quarter earlier.

Fund positioning in ROM was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $1.23M. The largest seller was Ladenburg Thalmann Financial Services, exiting entirely with an estimated $680K sold.

  • 21 institutional investors held ProShares Ultra Technology (ROM) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $13.4M of ProShares Ultra Technology stock for Q3 2014, up 9.5% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Technology positions in Q3 2014 and 3 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Technology buyer in Q3 2014 was United Capital Financial Advisors, an estimated $1.23M added.
  • The largest ProShares Ultra Technology seller in Q3 2014 was Ladenburg Thalmann Financial Services, an estimated $680K sold.

Based on aggregated 13F filings for Q3 2014.