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ProShares Ultra Technology

25 hedge funds and large institutions have $12.1M invested in ProShares Ultra Technology in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $11.1M → $12.1M (+$994K)

1.86% more ownership

Funds ownership: 167.24%169.09% (+1.9%)

11% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $7.33M

14% less funds holding

Funds holding: 2925 (-4)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
12
Closed
5
Calls
$6.49M
Puts
$7.33M
Net Calls
-$839K
Net Calls Change
+$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$2.29M -$155K -28,080 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.4M -$122K -22,096 -9%
Goldman Sachs
3
Goldman Sachs
New York
$1.31M -$394K -71,424 -25%
Citadel Advisors
4
Citadel Advisors
Florida
$1.01M +$283K +51,216 +43%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$991K -$28.7K -5,200 -3%
UCFA
6
United Capital Financial Advisors
Texas
$891K
VKH
7
Virtu KCG Holdings
New York
$826K +$101K +18,384 +15%
Jane Street
8
Jane Street
New York
$812K -$1.21M -218,912 -62%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$782K -$596K -107,936 -45%
TH
10
Timber Hill
Connecticut
$710K +$657K +119,072 New
TC
11
Telemus Capital
Michigan
$291K
LPL Financial
12
LPL Financial
California
$211K -$50.3K -9,104 -20%
Simplex Trading
13
Simplex Trading
Illinois
$102K +$37.7K +6,832 +66%
RPG
14
Risk Paradigm Group
Texas
$89.4K -$15.3K -2,768 -16%
Bank of America
15
Bank of America
North Carolina
$85K -$35.8K -6,480 -31%
BAM
16
Brave Asset Management
New Jersey
$76K -$17.7K -3,200 -20%
Morgan Stanley
17
Morgan Stanley
New York
$73K +$17K +3,072 +33%
AG
18
Advisor Group
Arizona
$70K +$10.6K +1,920 +20%
Creative Planning
19
Creative Planning
Kansas
$41K +$35.3K +6,400 +1,538%
IA
20
IFP Advisors
Florida
$28K -$4.42K -800 -15%
NSIM
21
North Star Investment Management
Illinois
$7K
SEI Investments
22
SEI Investments
Pennsylvania
$6K
WBG
23
Wharton Business Group
Pennsylvania
-$254K -54,400 Closed
Wells Fargo
24
Wells Fargo
California
-$88.3K -16,000 -100%
CG
25
Cutler Group
California
-$40.2K -7,280 Closed

ROM Hedge Fund Activity: Q3 2016 in Review

25 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q3 2016, worth a combined $12.1M — up 8.9% from $11.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ROM and 1 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 6 added.

The largest buyer was Timber Hill, opening a new position worth an estimated $657K. The largest seller was Jane Street, cutting an estimated $1.21M.

  • 25 institutional investors held ProShares Ultra Technology (ROM) as of Q3 2016, down from 29 in Q2 2016.
  • Funds reported $12.1M of ProShares Ultra Technology stock for Q3 2016, up 8.9% quarter-over-quarter.
  • 1 fund opened new ProShares Ultra Technology positions in Q3 2016 and 5 closed out, a net change of -4 holders.
  • The largest ProShares Ultra Technology buyer in Q3 2016 was Timber Hill, an estimated $657K added.
  • The largest ProShares Ultra Technology seller in Q3 2016 was Jane Street, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2016.