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ProShares Ultra Technology

25 hedge funds and large institutions have $10.2M invested in ProShares Ultra Technology in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.58% less ownership

Funds ownership: 149.35%148.78% (-0.58%)

4% less funds holding

Funds holding: 2625 (-1)

15% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.21M

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

18% less capital invested

Capital invested by funds: $12.4M → $10.2M (-$2.25M)

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
11
Closed
6
Calls
$1.03M
Puts
$1.21M
Net Calls
-$179K
Net Calls Change
+$671K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$2.13M -$70.8K -16,400 -4%
Goldman Sachs
2
Goldman Sachs
New York
$1.45M -$727K -168,240 -37%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.29M +$1.12M +259,088 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$843K -$983K -227,664 -57%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$838K +$726K +168,064 New
UCFA
6
United Capital Financial Advisors
Texas
$744K
Jane Street
7
Jane Street
New York
$735K -$29.9K -6,912 -4%
LPL Financial
8
LPL Financial
California
$680K -$409K -94,736 -41%
VKH
9
Virtu KCG Holdings
New York
$365K -$396K -91,712 -56%
WBG
10
Wharton Business Group
Pennsylvania
$271K
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$261K +$226K +52,400 New
RPG
12
Risk Paradigm Group
Texas
$185K -$156K -36,064 -49%
Wells Fargo
13
Wells Fargo
California
$80K -$38.6K -8,944 -36%
BAM
14
Brave Asset Management
New Jersey
$80K
AIG
15
American International Group
New York
$67K +$24.5K +5,680 +73%
Bank of America
16
Bank of America
North Carolina
$64K
Morgan Stanley
17
Morgan Stanley
New York
$60K -$159K -36,880 -76%
IA
18
IFP Advisors
Florida
$20K +$6.22K +1,440 +100%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16K -$6.91K -1,600 -33%
Simplex Trading
20
Simplex Trading
Illinois
$7K +$6.08K +1,408 New
SEI Investments
21
SEI Investments
Pennsylvania
$5K +$4.15K +960 New
CG
22
Cutler Group
California
$4K -$13.8K -3,200 -78%
IWMPD
23
Integrated Wealth Management (Palm Desert)
California
$2K
Citadel Advisors
24
Citadel Advisors
Florida
-$719K -146,080 Closed
CA
25
Cetera Advisors
Colorado
-$638K -129,488 Closed

ROM Hedge Fund Activity: Q1 2016 in Review

25 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2016, worth a combined $10.2M — down 18% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ROM and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 2 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.12M. The largest seller was Susquehanna International Group, cutting an estimated $983K.

  • 25 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2016, down from 26 in Q4 2015.
  • Funds reported $10.2M of ProShares Ultra Technology stock for Q1 2016, down 18% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Technology positions in Q1 2016 and 6 closed out, a net change of -1 holder.
  • The largest ProShares Ultra Technology buyer in Q1 2016 was Envestnet Asset Management, an estimated $1.12M added.
  • The largest ProShares Ultra Technology seller in Q1 2016 was Susquehanna International Group, an estimated $983K sold.

Based on aggregated 13F filings for Q1 2016.