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ProShares Ultra Technology

29 hedge funds and large institutions have $11.1M invested in ProShares Ultra Technology in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

18.46% more ownership

Funds ownership: 148.78%167.24% (+18%)

16% more funds holding

Funds holding: 2529 (+4)

9% more capital invested

Capital invested by funds: $10.2M → $11.1M (+$914K)

89% less call options, than puts

Call options by funds: $600K | Put options by funds: $5.63M

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
6
Closed
4
Calls
$600K
Puts
$5.63M
Net Calls
-$5.03M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$1.92M -$69.3K -14,720 -3%
Jane Street
2
Jane Street
New York
$1.66M +$977K +207,648 +141%
Goldman Sachs
3
Goldman Sachs
New York
$1.36M +$4.52K +960 +0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.19M -$14.5K -3,088 -1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M +$329K +70,000 +41%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$798K +$15.8K +3,360 +2%
UCFA
7
United Capital Financial Advisors
Texas
$700K
VKH
8
Virtu KCG Holdings
New York
$560K +$221K +46,896 +64%
Citadel Advisors
9
Citadel Advisors
Florida
$551K +$556K +118,192 New
WBG
10
Wharton Business Group
Pennsylvania
$254K
TC
11
Telemus Capital
Michigan
$227K +$229K +48,720 New
LPL Financial
12
LPL Financial
California
$208K -$441K -93,648 -68%
Bank of America
13
Bank of America
North Carolina
$96K +$37.6K +8,000 +63%
RPG
14
Risk Paradigm Group
Texas
$82.8K -$91.1K -19,360 -52%
Wells Fargo
15
Wells Fargo
California
$75K -$151 -32 -0.2%
BAM
16
Brave Asset Management
New Jersey
$75K
Simplex Trading
17
Simplex Trading
Illinois
$48K +$42.1K +8,944 +635%
AG
18
Advisor Group
Arizona
$45K +$46.1K +9,792 New
Morgan Stanley
19
Morgan Stanley
New York
$43K -$12.4K -2,640 -22%
CG
20
Cutler Group
California
$33K +$30.1K +6,400 +727%
IA
21
IFP Advisors
Florida
$25K +$12K +2,560 +89%
GWM
22
Geneos Wealth Management
Colorado
$18K +$18.8K +4,000 New
WA
23
WFG Advisors
Texas
$12K +$12K +2,560 New
NSIM
24
North Star Investment Management
Illinois
$6K +$5.65K +1,200 New
SEI Investments
25
SEI Investments
Pennsylvania
$4K

ROM Hedge Fund Activity: Q2 2016 in Review

29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q2 2016, worth a combined $11.1M — up 9% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROM positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $977K. The largest seller was LPL Financial, cutting an estimated $441K.

  • 29 institutional investors held ProShares Ultra Technology (ROM) as of Q2 2016, up from 25 in Q1 2016.
  • Funds reported $11.1M of ProShares Ultra Technology stock for Q2 2016, up 9% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Technology positions in Q2 2016 and 4 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Technology buyer in Q2 2016 was Jane Street, an estimated $977K added.
  • The largest ProShares Ultra Technology seller in Q2 2016 was LPL Financial, an estimated $441K sold.

Based on aggregated 13F filings for Q2 2016.