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ProShares Ultra Technology

26 hedge funds and large institutions have $12.4M invested in ProShares Ultra Technology in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

24% more funds holding

Funds holding: 2126 (+5)

12% less capital invested

Capital invested by funds: $14.2M → $12.4M (-$1.76M)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

58.91% less ownership

Funds ownership: 208.27%149.35% (-59%)

60% less call options, than puts

Call options by funds: $567K | Put options by funds: $1.42M

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
6
Closed
3
Calls
$567K
Puts
$1.42M
Net Calls
-$850K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.26M -$1.02M -204,736 -31%
TFA
2
Toth Financial Advisory
Virginia
$2.18M -$17.5K -3,520 -0.8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.95M -$1.72M -347,024 -47%
LPL Financial
4
LPL Financial
California
$1.09M +$665K +133,808 +135%
VKH
5
Virtu KCG Holdings
New York
$812K +$152K +30,688 +23%
Jane Street
6
Jane Street
New York
$759K -$389K -78,304 -34%
UCFA
7
United Capital Financial Advisors
Texas
$735K +$742K +149,344 New
Citadel Advisors
8
Citadel Advisors
Florida
$719K -$464K -93,440 -39%
CA
9
Cetera Advisors
Colorado
$638K +$643K +129,488 New
RPG
10
Risk Paradigm Group
Texas
$360K +$364K +73,184 New
WBG
11
Wharton Business Group
Pennsylvania
$268K
Morgan Stanley
12
Morgan Stanley
New York
$240K +$234K +47,120 +2,752%
Wells Fargo
13
Wells Fargo
California
$123K
BAM
14
Brave Asset Management
New Jersey
$79K
Bank of America
15
Bank of America
North Carolina
$62K
Creative Planning
16
Creative Planning
Kansas
$47K
AIG
17
American International Group
New York
$38K +$7.55K +1,520 +24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24K +$23.8K +4,800 New
CG
19
Cutler Group
California
$20K +$20.3K +4,080 New
UFA
20
US Financial Advisors
Massachusetts
$16K -$31.8K -6,400 -67%
IA
21
IFP Advisors
Florida
$7K +$7.15K +1,440 New
AFP
22
Ausdal Financial Partners
Iowa
$6K +$5.64K +1,136 New
AIA
23
Allegis Investment Advisors
Idaho
$3K +$2.54K +512 New
IWMPD
24
Integrated Wealth Management (Palm Desert)
California
$2K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
-$1.7M -405,552 Closed

ROM Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q4 2015, worth a combined $12.4M — down 12% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROM positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $742K. The largest seller was Susquehanna International Group, cutting an estimated $1.72M.

  • 26 institutional investors held ProShares Ultra Technology (ROM) as of Q4 2015, up from 21 in Q3 2015.
  • Funds reported $12.4M of ProShares Ultra Technology stock for Q4 2015, down 12% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Technology positions in Q4 2015 and 3 closed out, a net change of +5 holders.
  • The largest ProShares Ultra Technology buyer in Q4 2015 was United Capital Financial Advisors, an estimated $742K added.
  • The largest ProShares Ultra Technology seller in Q4 2015 was Susquehanna International Group, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2015.