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ProShares Ultra Technology

21 hedge funds and large institutions have $14.2M invested in ProShares Ultra Technology in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $643K

49.54% more ownership

Funds ownership: 158.73%208.27% (+50%)

2% less capital invested

Capital invested by funds: $14.5M → $14.2M (-$266K)

16% less funds holding

Funds holding: 2521 (-4)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
7
Closed
7
Calls
$1.15M
Puts
$643K
Net Calls
+$509K
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.12M +$3.42M +743,744 New
Goldman Sachs
2
Goldman Sachs
New York
$2.78M -$289K -62,800 -9%
TFA
3
Toth Financial Advisory
Virginia
$1.87M -$177K -38,400 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.7M -$239K -51,952 -11%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.15M -$90.7K -19,712 -7%
Citadel Advisors
6
Citadel Advisors
Florida
$1M +$527K +114,384 +91%
Jane Street
7
Jane Street
New York
$975K -$507K -110,192 -32%
VKH
8
Virtu KCG Holdings
New York
$562K +$210K +45,680 +52%
LPL Financial
9
LPL Financial
California
$446K -$257K -55,744 -36%
WBG
10
Wharton Business Group
Pennsylvania
$228K
Wells Fargo
11
Wells Fargo
California
$105K +$41.3K +8,976 +56%
BAM
12
Brave Asset Management
New Jersey
$67K
Bank of America
13
Bank of America
North Carolina
$53K
Simplex Trading
14
Simplex Trading
Illinois
$41K +$42.1K +9,136 +1,165%
UFA
15
US Financial Advisors
Massachusetts
$40K
Creative Planning
16
Creative Planning
Kansas
$40K +$44.2K +9,600 New
AIG
17
American International Group
New York
$26K +$29K +6,304 New
Morgan Stanley
18
Morgan Stanley
New York
$7K -$88.8K -19,296 -92%
IWMPD
19
Integrated Wealth Management (Palm Desert)
California
$1K
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
-$414K -87,008 Closed
TH
21
Timber Hill
Connecticut
-$361K -75,904 Closed
RPG
22
Risk Paradigm Group
Texas
-$266K -55,936 Closed
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$212K -44,544 Closed
WA
24
WFG Advisors
Texas
-$107K -22,400 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$14K -2,880 Closed

ROM Hedge Fund Activity: Q3 2015 in Review

21 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q3 2015, worth a combined $14.2M — down 1.8% from $14.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ROM and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.42M. The largest seller was Jane Street, cutting an estimated $507K.

  • 21 institutional investors held ProShares Ultra Technology (ROM) as of Q3 2015, down from 25 in Q2 2015.
  • Funds reported $14.2M of ProShares Ultra Technology stock for Q3 2015, down 1.8% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Technology positions in Q3 2015 and 7 closed out, a net change of -4 holders.
  • The largest ProShares Ultra Technology buyer in Q3 2015 was Susquehanna International Group, an estimated $3.42M added.
  • The largest ProShares Ultra Technology seller in Q3 2015 was Jane Street, an estimated $507K sold.

Based on aggregated 13F filings for Q3 2015.