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ProShares Ultra Technology

32 hedge funds and large institutions have $32.3M invested in ProShares Ultra Technology in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

23% more funds holding

Funds holding: 2632 (+6)

8% more capital invested

Capital invested by funds: $29.9M → $32.3M (+$2.4M)

8.13% less ownership

Funds ownership: 66.06%57.93% (-8.1%)

28% less call options, than puts

Call options by funds: $6.49M | Put options by funds: $9.02M

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
8
Reduced
5
Closed
6
Calls
$6.49M
Puts
$9.02M
Net Calls
-$2.53M
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$5.75M -$91.9K -6,400 -2%
Goldman Sachs
2
Goldman Sachs
New York
$5.37M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.08M -$965K -67,208 -20%
GWM
4
Geneos Wealth Management
Colorado
$3.96M -$3.66M -255,088 -49%
TFA
5
Toth Financial Advisory
Virginia
$3.9M -$227K -15,784 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.38M +$643K +44,776 +96%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$926K +$419K +29,152 +91%
Jane Street
8
Jane Street
New York
$891K +$848K +59,064 New
TRCT
9
Tower Research Capital (TRC)
New York
$883K -$2.37M -165,144 -74%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$693K +$362K +25,208 +122%
Morgan Stanley
11
Morgan Stanley
New York
$609K +$504K +35,112 +669%
HighTower Advisors
12
HighTower Advisors
Illinois
$575K +$547K +38,128 New
VCM
13
Virtue Capital Management
Tennessee
$444K +$422K +29,408 New
Wolverine Trading
14
Wolverine Trading
Illinois
$423K +$403K +28,048 New
FNBOO
15
First National Bank of Omaha
Nebraska
$362K
CA
16
Continuum Advisory
Idaho
$239K +$226K +15,776 New
AG
17
Advisor Group
Arizona
$235K +$64.5K +4,496 +41%
Creative Planning
18
Creative Planning
Kansas
$234K +$222K +15,496 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$225K +$214K +14,904 New
FHA
20
First Horizon Advisors
Tennessee
$217K
BRWA
21
B. Riley Wealth Advisors
Florida
$212K +$201K +14,032 New
Barclays
22
Barclays
United Kingdom
$204K +$68.3K +4,760 +54%
VFA
23
Valeo Financial Advisors
Indiana
$177K +$203K +14,160 New
RPG
24
Risk Paradigm Group
Texas
$78.1K
IA
25
IFP Advisors
Florida
$72K +$5.74K +400 +9%

ROM Hedge Fund Activity: Q3 2018 in Review

32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q3 2018, worth a combined $32.3M — up 8% from $29.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ROM positions and 6 closed out — a net gain of 6 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $848K. The largest seller was Geneos Wealth Management, cutting an estimated $3.66M.

  • 32 institutional investors held ProShares Ultra Technology (ROM) as of Q3 2018, up from 26 in Q2 2018.
  • Funds reported $32.3M of ProShares Ultra Technology stock for Q3 2018, up 8% quarter-over-quarter.
  • 12 funds opened new ProShares Ultra Technology positions in Q3 2018 and 6 closed out, a net change of +6 holders.
  • The largest ProShares Ultra Technology buyer in Q3 2018 was Jane Street, an estimated $848K added.
  • The largest ProShares Ultra Technology seller in Q3 2018 was Geneos Wealth Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2018.