We are live on ! Find out more
ROM icon

ProShares Ultra Technology

24 hedge funds and large institutions have $16.6M invested in ProShares Ultra Technology in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2524 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

18% less capital invested

Capital invested by funds: $20.2M → $16.6M (-$3.59M)

23.12% less ownership

Funds ownership: 353.22%330.11% (-23%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

69% less call options, than puts

Call options by funds: $765K | Put options by funds: $2.45M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
5
Reduced
7
Closed
7
Calls
$765K
Puts
$2.45M
Net Calls
-$1.68M
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.74M +$1.11M +231,232 +30%
Goldman Sachs
2
Goldman Sachs
New York
$3.55M +$3.56M +741,984 New
TFA
3
Toth Financial Advisory
Virginia
$2.35M -$60.7K -12,640 -3%
Citadel Advisors
4
Citadel Advisors
Florida
$1.47M +$711K +148,160 +93%
Jane Street
5
Jane Street
New York
$833K +$166K +34,560 +25%
LPL Financial
6
LPL Financial
California
$665K -$356K -74,080 -34%
RPG
7
Risk Paradigm Group
Texas
$473K +$475K +98,880 New
VKH
8
Virtu KCG Holdings
New York
$461K +$177K +36,864 +62%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$415K -$7.68K -1,600 -2%
TH
10
Timber Hill
Connecticut
$363K -$30.7K -6,400 -8%
Northern Trust
11
Northern Trust
Illinois
$306K +$307K +64,000 New
WBG
12
Wharton Business Group
Pennsylvania
$260K
TRCT
13
Tower Research Capital (TRC)
New York
$158K +$159K +33,088 New
Morgan Stanley
14
Morgan Stanley
New York
$154K +$74.3K +15,488 +92%
Wells Fargo
15
Wells Fargo
California
$77K -$15.4K -3,200 -17%
BAM
16
Brave Asset Management
New Jersey
$77K
Bank of America
17
Bank of America
North Carolina
$60K
MWAN
18
Mariner Wealth Advisors (NYC)
Kansas
$60K +$60.4K +12,576 New
UFA
19
US Financial Advisors
Massachusetts
$46K
Creative Planning
20
Creative Planning
Kansas
$38K -$12.9K -2,688 -25%
S
21
SignatureFD
Georgia
$9K -$180K -37,472 -95%
IWMPD
22
Integrated Wealth Management (Palm Desert)
California
$1K +$1.54K +320 New
SWM
23
Strategic Wealth Management
Washington
-$4.63M -974,304 Closed
AP
24
Advisors Preferred
Maryland
-$2.73M -573,088 Closed
CA
25
Cetera Advisors
Colorado
-$1.2M -252,160 Closed

ROM Hedge Fund Activity: Q1 2015 in Review

24 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2015, worth a combined $16.6M — down 18% from $20.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ROM and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.56M. The largest seller was Strategic Wealth Management, exiting entirely with an estimated $4.63M sold.

  • 24 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2015, down from 25 in Q4 2014.
  • Funds reported $16.6M of ProShares Ultra Technology stock for Q1 2015, down 18% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Technology positions in Q1 2015 and 7 closed out, a net change of -1 holder.
  • The largest ProShares Ultra Technology buyer in Q1 2015 was Goldman Sachs, an estimated $3.56M added.
  • The largest ProShares Ultra Technology seller in Q1 2015 was Strategic Wealth Management, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2015.