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ProShares Ultra Technology

25 hedge funds and large institutions have $14.5M invested in ProShares Ultra Technology in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 7 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

4% more funds holding

Funds holding: 2425 (+1)

13% less capital invested

Capital invested by funds: $16.6M → $14.5M (-$2.09M)

56% less call options, than puts

Call options by funds: $891K | Put options by funds: $2M

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

171.38% less ownership

Funds ownership: 330.11%158.73% (-171%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
7
Closed
4
Calls
$891K
Puts
$2M
Net Calls
-$1.11M
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.46M -$79.3K -15,712 -2%
TFA
2
Toth Financial Advisory
Virginia
$2.31M -$32.6K -6,464 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.18M +$2.31M +457,504 New
Jane Street
4
Jane Street
New York
$1.63M +$851K +168,608 +97%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.4M +$1.48M +293,280 New
LPL Financial
6
LPL Financial
California
$738K +$72.1K +14,272 +10%
Citadel Advisors
7
Citadel Advisors
Florida
$596K -$918K -181,904 -59%
VKH
8
Virtu KCG Holdings
New York
$421K -$39.3K -7,776 -8%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$414K +$1.45K +288 +0.3%
TH
10
Timber Hill
Connecticut
$361K
RPG
11
Risk Paradigm Group
Texas
$266K -$217K -42,944 -43%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$212K +$225K +44,544 New
WA
13
WFG Advisors
Texas
$107K +$113K +22,400 New
Morgan Stanley
14
Morgan Stanley
New York
$100K -$56.8K -11,248 -35%
Wells Fargo
15
Wells Fargo
California
$76K -$81 -16 -0.1%
BAM
16
Brave Asset Management
New Jersey
$76K
Bank of America
17
Bank of America
North Carolina
$60K
UFA
18
US Financial Advisors
Massachusetts
$46K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14K +$14.5K +2,880 New
S
20
SignatureFD
Georgia
$9K
Simplex Trading
21
Simplex Trading
Illinois
$3K +$3.96K +784 New
IWMPD
22
Integrated Wealth Management (Palm Desert)
California
$2K
WBG
23
Wharton Business Group
Pennsylvania
$259
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$5.01M -991,744 Closed
Northern Trust
25
Northern Trust
Illinois
-$306K -64,000 Closed

ROM Hedge Fund Activity: Q2 2015 in Review

25 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q2 2015, worth a combined $14.5M — down 13% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROM positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.31M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.01M sold.

  • 25 institutional investors held ProShares Ultra Technology (ROM) as of Q2 2015, up from 24 in Q1 2015.
  • Funds reported $14.5M of ProShares Ultra Technology stock for Q2 2015, down 13% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Technology positions in Q2 2015 and 4 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Technology buyer in Q2 2015 was Envestnet Asset Management, an estimated $2.31M added.
  • The largest ProShares Ultra Technology seller in Q2 2015 was Susquehanna International Group, an estimated $5.01M sold.

Based on aggregated 13F filings for Q2 2015.