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ProShares Ultra Technology

26 hedge funds and large institutions have $29.9M invested in ProShares Ultra Technology in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $24.1M → $29.9M (+$5.79M)

0.29% less ownership

Funds ownership: 66.35%66.06% (-0.29%)

13% less funds holding

Funds holding: 3026 (-4)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

36% less call options, than puts

Call options by funds: $4.17M | Put options by funds: $6.56M

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
Closed
6
Calls
$4.17M
Puts
$6.56M
Net Calls
-$2.39M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$6.65M +$3.43M +270,392 +109%
Citadel Advisors
2
Citadel Advisors
Florida
$4.98M -$410K -32,320 -8%
Goldman Sachs
3
Goldman Sachs
New York
$4.57M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.34M +$4.28M +337,632 New
TFA
5
Toth Financial Advisory
Virginia
$3.52M -$42.1K -3,320 -1%
TRCT
6
Tower Research Capital (TRC)
New York
$2.87M +$649K +51,216 +30%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$603K -$13.2K -1,040 -2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$371K
VF
9
Virtu Financial
New York
$366K +$53K +4,184 +17%
FNBOO
10
First National Bank of Omaha
Nebraska
$308K
GT
11
Glenmede Trust
Pennsylvania
$308K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$266K -$1.84M -145,208 -88%
FHA
13
First Horizon Advisors
Tennessee
$185K
AG
14
Advisor Group
Arizona
$142K -$1.01K -80 -0.7%
Barclays
15
Barclays
United Kingdom
$113K +$79.2K +6,248 +246%
Morgan Stanley
16
Morgan Stanley
New York
$68K -$57.6K -4,544 -46%
RPG
17
Risk Paradigm Group
Texas
$66.5K +$11.2K +880 +20%
IA
18
IFP Advisors
Florida
$56K +$1.62K +128 +3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$41K
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$28K
William Blair & Company
21
William Blair & Company
Illinois
$21K +$20.3K +1,600 New
CG
22
Cutler Group
California
$20K -$30.2K -2,384 -60%
NSIM
23
North Star Investment Management
Illinois
$15K
CAM
24
Close Asset Management
United Kingdom
$8K
Jane Street
25
Jane Street
New York
-$1.9M -150,136 Closed

ROM Hedge Fund Activity: Q2 2018 in Review

26 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q2 2018, worth a combined $29.9M — up 24% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ROM and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $4.28M. The largest seller was Jane Street, exiting entirely with an estimated $1.9M sold.

  • 26 institutional investors held ProShares Ultra Technology (ROM) as of Q2 2018, down from 30 in Q1 2018.
  • Funds reported $29.9M of ProShares Ultra Technology stock for Q2 2018, up 24% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra Technology positions in Q2 2018 and 6 closed out, a net change of -4 holders.
  • The largest ProShares Ultra Technology buyer in Q2 2018 was Cambridge Investment Research Advisors, an estimated $4.28M added.
  • The largest ProShares Ultra Technology seller in Q2 2018 was Jane Street, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2018.