We are live on ! Find out more
ROM icon

ProShares Ultra Technology

19 hedge funds and large institutions have $12.1M invested in ProShares Ultra Technology in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 2319 (-4)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

25% less capital invested

Capital invested by funds: $16.2M → $12.1M (-$4.07M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

78.99% less ownership

Funds ownership: 168.96%89.97% (-79%)

87% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $14.2M

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
6
Calls
$1.87M
Puts
$14.2M
Net Calls
-$12.4M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$2.76M -$84.2K -10,208 -3%
Citadel Advisors
2
Citadel Advisors
Florida
$2.54M -$334K -40,512 -12%
Goldman Sachs
3
Goldman Sachs
New York
$1.68M +$31.1K +3,776 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.49M -$178K -21,552 -11%
GWM
5
Geneos Wealth Management
Colorado
$1.07M +$1.08M +131,040 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$996K -$115K -14,000 -10%
VKH
7
Virtu KCG Holdings
New York
$472K -$147K -17,888 -24%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$420K -$2.61M -317,024 -86%
CCP
9
Corient Capital Partners
California
$209K +$211K +25,600 New
Bank of America
10
Bank of America
North Carolina
$123K +$19.5K +2,368 +19%
AG
11
Advisor Group
Arizona
$105K +$13.2K +1,600 +14%
Morgan Stanley
12
Morgan Stanley
New York
$86K +$36.4K +4,416 +73%
RPG
13
Risk Paradigm Group
Texas
$59.8K -$39.2K -4,752 -39%
Creative Planning
14
Creative Planning
Kansas
$56K +$396 +48 +0.7%
Barclays
15
Barclays
United Kingdom
$39K +$26.4K +3,200 +204%
IA
16
IFP Advisors
Florida
$25K
NSIM
17
North Star Investment Management
Illinois
$10K
CG
18
Cutler Group
California
-$1.75M -212,480 Closed
Jane Street
19
Jane Street
New York
-$1.01M -122,272 Closed
TH
20
Timber Hill
Connecticut
-$223K -29,104 Closed
Wells Fargo
21
Wells Fargo
California
-$46.2K -5,600 -100%
Simplex Trading
22
Simplex Trading
Illinois
-$24K -3,168 Closed
SEI Investments
23
SEI Investments
Pennsylvania
-$7K -960 Closed

ROM Hedge Fund Activity: Q2 2017 in Review

19 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q2 2017, worth a combined $12.1M — down 25% from $16.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ROM and 2 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 6 added.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $1.08M. The largest seller was Susquehanna International Group, cutting an estimated $2.61M.

  • 19 institutional investors held ProShares Ultra Technology (ROM) as of Q2 2017, down from 23 in Q1 2017.
  • Funds reported $12.1M of ProShares Ultra Technology stock for Q2 2017, down 25% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra Technology positions in Q2 2017 and 6 closed out, a net change of -4 holders.
  • The largest ProShares Ultra Technology buyer in Q2 2017 was Geneos Wealth Management, an estimated $1.08M added.
  • The largest ProShares Ultra Technology seller in Q2 2017 was Susquehanna International Group, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2017.