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ProShares Ultra Technology

29 hedge funds and large institutions have $22.5M invested in ProShares Ultra Technology in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $17.2M → $22.5M (+$5.29M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5.79% more ownership

Funds ownership: 58.59%64.39% (+5.8%)

4% more funds holding

Funds holding: 2829 (+1)

26% less call options, than puts

Call options by funds: $4.2M | Put options by funds: $5.65M

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
9
Closed
5
Calls
$4.2M
Puts
$5.65M
Net Calls
-$1.46M
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.94M -$16.2K -1,512 -0.4%
TFA
2
Toth Financial Advisory
Virginia
$3.6M -$32.5K -3,040 -0.9%
Citadel Advisors
3
Citadel Advisors
Florida
$3.32M -$641K -59,968 -17%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.94M +$2.39M +223,448 +503%
GWM
5
Geneos Wealth Management
Colorado
$2.3M +$30K +2,808 +1%
Jane Street
6
Jane Street
New York
$1.54M +$289K +26,976 +24%
Morgan Stanley
7
Morgan Stanley
New York
$825K +$735K +68,728 +1,052%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$561K -$43.2K -4,040 -7%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$376K -$16.6K -1,552 -4%
VF
10
Virtu Financial
New York
$335K -$115K -10,744 -26%
TSS
11
Two Sigma Securities
New York
$330K +$321K +30,040 New
VCM
12
Virtue Capital Management
Tennessee
$320K +$312K +29,176 New
CCP
13
Corient Capital Partners
California
$281K
KIA
14
KCM Investment Advisors
California
$281K
GT
15
Glenmede Trust
Pennsylvania
$263K -$17.1K -1,600 -6%
FNBOO
16
First National Bank of Omaha
Nebraska
$263K
LFAS
17
Level Four Advisory Services
Texas
$231K +$225K +21,048 New
AG
18
Advisor Group
Arizona
$167K +$19.3K +1,800 +13%
FHA
19
First Horizon Advisors
Tennessee
$158K +$154K +14,400 New
Bank of America
20
Bank of America
North Carolina
$146K -$274K -25,600 -66%
CG
21
Cutler Group
California
$114K -$8.56K -800 -7%
IA
22
IFP Advisors
Florida
$47K +$12.8K +1,200 +39%
RPG
23
Risk Paradigm Group
Texas
$35.9K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$35K
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$26K +$23.1K +2,160 New

ROM Hedge Fund Activity: Q4 2017 in Review

29 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q4 2017, worth a combined $22.5M — up 31% from $17.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROM positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.39M. The largest seller was SG Americas Securities, exiting entirely with an estimated $712K sold.

  • 29 institutional investors held ProShares Ultra Technology (ROM) as of Q4 2017, up from 28 in Q3 2017.
  • Funds reported $22.5M of ProShares Ultra Technology stock for Q4 2017, up 31% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Technology positions in Q4 2017 and 5 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Technology buyer in Q4 2017 was Susquehanna International Group, an estimated $2.39M added.
  • The largest ProShares Ultra Technology seller in Q4 2017 was SG Americas Securities, an estimated $712K sold.

Based on aggregated 13F filings for Q4 2017.