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ProShares Ultra Technology

30 hedge funds and large institutions have $24.1M invested in ProShares Ultra Technology in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $22.5M → $24.1M (+$1.66M)

3% more funds holding

Funds holding: 2930 (+1)

1.97% more ownership

Funds ownership: 64.39%66.35% (+2%)

24% less call options, than puts

Call options by funds: $4.33M | Put options by funds: $5.69M

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
10
Closed
4
Calls
$4.33M
Puts
$5.69M
Net Calls
-$1.36M
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$4.85M +$1.44M +117,448 +39%
Goldman Sachs
2
Goldman Sachs
New York
$4.1M -$51K -4,176 -1%
TFA
3
Toth Financial Advisory
Virginia
$3.2M -$623K -50,944 -16%
GWM
4
Geneos Wealth Management
Colorado
$2.85M +$461K +37,712 +18%
TRCT
5
Tower Research Capital (TRC)
New York
$1.99M +$2.11M +172,432 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.92M -$1.25M -101,944 -38%
Jane Street
7
Jane Street
New York
$1.73M +$119K +9,776 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$564K -$41.4K -3,392 -7%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$371K -$25.9K -2,120 -6%
KIA
10
KCM Investment Advisors
California
$296K
VF
11
Virtu Financial
New York
$280K -$76.1K -6,224 -20%
FNBOO
12
First National Bank of Omaha
Nebraska
$277K
GT
13
Glenmede Trust
Pennsylvania
$263K
Simplex Trading
14
Simplex Trading
Illinois
$215K +$228K +18,672 New
Bank of America
15
Bank of America
North Carolina
$213K +$62.6K +5,120 +39%
LFAS
16
Level Four Advisory Services
Texas
$203K -$42.5K -3,480 -17%
FHA
17
First Horizon Advisors
Tennessee
$166K
AG
18
Advisor Group
Arizona
$129K -$49.4K -4,040 -27%
SG Americas Securities
19
SG Americas Securities
New York
$129K +$137K +11,200 New
Morgan Stanley
20
Morgan Stanley
New York
$113K -$800K -65,472 -87%
RPG
21
Risk Paradigm Group
Texas
$49.6K +$12.5K +1,024 +31%
IA
22
IFP Advisors
Florida
$47K
CG
23
Cutler Group
California
$45K -$78.4K -6,416 -62%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$37K
Barclays
25
Barclays
United Kingdom
$29K +$31K +2,536 New

ROM Hedge Fund Activity: Q1 2018 in Review

30 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2018, worth a combined $24.1M — up 7.4% from $22.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROM positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $2.11M. The largest seller was Susquehanna International Group, cutting an estimated $1.25M.

  • 30 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2018, up from 29 in Q4 2017.
  • Funds reported $24.1M of ProShares Ultra Technology stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Technology positions in Q1 2018 and 4 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Technology buyer in Q1 2018 was Tower Research Capital (TRC), an estimated $2.11M added.
  • The largest ProShares Ultra Technology seller in Q1 2018 was Susquehanna International Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2018.