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ProShares Ultra Technology

23 hedge funds and large institutions have $16.2M invested in ProShares Ultra Technology in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

38% more capital invested

Capital invested by funds: $11.8M → $16.2M (+$4.44M)

11.14% more ownership

Funds ownership: 157.82%168.96% (+11%)

10% more funds holding

Funds holding: 2123 (+2)

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

72% less call options, than puts

Call options by funds: $727K | Put options by funds: $2.62M

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
10
Closed
1
Calls
$727K
Puts
$2.62M
Net Calls
-$1.89M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.83M +$1.38M +194,592 +112%
Citadel Advisors
2
Citadel Advisors
Florida
$2.7M +$1.65M +233,728 +199%
TFA
3
Toth Financial Advisory
Virginia
$2.67M -$157K -22,224 -6%
CG
4
Cutler Group
California
$1.63M -$1.98M -279,808 -57%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.56M -$54.9K -7,760 -4%
Goldman Sachs
6
Goldman Sachs
New York
$1.54M -$133K -18,800 -9%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.04M -$158K -22,304 -14%
Jane Street
8
Jane Street
New York
$939K +$865K +122,272 New
VKH
9
Virtu KCG Holdings
New York
$580K -$11K -1,552 -2%
TH
10
Timber Hill
Connecticut
$223K -$39K -5,520 -16%
Bank of America
11
Bank of America
North Carolina
$97K -$18.1K -2,560 -17%
RPG
12
Risk Paradigm Group
Texas
$92.6K -$124K -17,600 -59%
AG
13
Advisor Group
Arizona
$87K
Creative Planning
14
Creative Planning
Kansas
$52K
Morgan Stanley
15
Morgan Stanley
New York
$47K -$28.2K -3,984 -40%
Wells Fargo
16
Wells Fargo
California
$43K +$39.6K +5,600 +35,000%
Simplex Trading
17
Simplex Trading
Illinois
$24K +$22.4K +3,168 New
IA
18
IFP Advisors
Florida
$23K
Barclays
19
Barclays
United Kingdom
$12K +$11.1K +1,568 New
NSIM
20
North Star Investment Management
Illinois
$9K
SEI Investments
21
SEI Investments
Pennsylvania
$7K
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$49K -8,000 Closed

ROM Hedge Fund Activity: Q1 2017 in Review

23 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2017, worth a combined $16.2M — up 38% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ROM positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.65M. The largest seller was Cutler Group, cutting an estimated $1.98M.

  • 23 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2017, up from 21 in Q4 2016.
  • Funds reported $16.2M of ProShares Ultra Technology stock for Q1 2017, up 38% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Technology positions in Q1 2017 and 1 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Technology buyer in Q1 2017 was Citadel Advisors, an estimated $1.65M added.
  • The largest ProShares Ultra Technology seller in Q1 2017 was Cutler Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2017.