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ProShares Ultra Technology

30 hedge funds and large institutions have $31.6M invested in ProShares Ultra Technology in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

48% more capital invested

Capital invested by funds: $21.3M → $31.6M (+$10.3M)

15% more funds holding

Funds holding: 2630 (+4)

3.53% more ownership

Funds ownership: 73.95%77.49% (+3.5%)

44% less call options, than puts

Call options by funds: $3.32M | Put options by funds: $5.89M

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
9
Closed
4
Calls
$3.32M
Puts
$5.89M
Net Calls
-$2.56M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$7.67M -$222K -18,344 -3%
GWM
2
Geneos Wealth Management
Colorado
$5.84M +$5.12M +422,776 New
Goldman Sachs
3
Goldman Sachs
New York
$4.91M
TFA
4
Toth Financial Advisory
Virginia
$3.23M -$122K -10,088 -4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.23M +$1.96M +161,688 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.79M +$382K +31,528 +32%
TRCT
7
Tower Research Capital (TRC)
New York
$1.61M -$2.28M -188,448 -62%
Jane Street
8
Jane Street
New York
$1.16M -$1.15M -94,576 -53%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$788K -$13.2K -1,088 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$543K -$1.8M -148,320 -79%
HIS
11
Harvest Investment Services
Illinois
$301K +$6.49K +536 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$243K +$214K +17,632 New
CG
13
Cutler Group
California
$220K +$106K +8,792 +122%
CA
14
Continuum Advisory
Idaho
$208K +$177K +14,640 New
AG
15
Advisor Group
Arizona
$205K +$9.69K +800 +6%
VFA
16
Valeo Financial Advisors
Indiana
$195K
Morgan Stanley
17
Morgan Stanley
New York
$100K -$86.7K -7,160 -50%
RFWA
18
RPg Family Wealth Advisory
Massachusetts
$70.8K +$62.1K +5,128 New
TC
19
Truvestments Capital
Florida
$51K +$44.7K +3,688 New
Barclays
20
Barclays
United Kingdom
$49K +$43.2K +3,568 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$44K
JP Morgan Chase
22
JP Morgan Chase
New York
$21K +$12.5K +1,032 +219%
IA
23
IFP Advisors
Florida
$20K
NSIM
24
North Star Investment Management
Illinois
$17K
Simplex Trading
25
Simplex Trading
Illinois
$14K -$31.7K -2,616 -72%

ROM Hedge Fund Activity: Q1 2019 in Review

30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2019, worth a combined $31.6M — up 48% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ROM positions and 4 closed out — a net gain of 5 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $5.12M. The largest seller was Tower Research Capital (TRC), cutting an estimated $2.28M.

  • 30 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2019, up from 26 in Q4 2018.
  • Funds reported $31.6M of ProShares Ultra Technology stock for Q1 2019, up 48% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Technology positions in Q1 2019 and 4 closed out, a net change of +5 holders.
  • The largest ProShares Ultra Technology buyer in Q1 2019 was Geneos Wealth Management, an estimated $5.12M added.
  • The largest ProShares Ultra Technology seller in Q1 2019 was Tower Research Capital (TRC), an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2019.