We are live on ! Find out more
ROM icon

ProShares Ultra Technology

30 hedge funds and large institutions have $40.4M invested in ProShares Ultra Technology in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $4.71M

28% more capital invested

Capital invested by funds: $31.6M → $40.4M (+$8.84M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

16.59% more ownership

Funds ownership: 77.49%94.08% (+17%)

0% more funds holding

Funds holding: 3030 (0)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
10
Closed
6
Calls
$6.69M
Puts
$4.71M
Net Calls
+$1.97M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$11.7M +$5.35M +369,704 +87%
Citadel Advisors
2
Citadel Advisors
Florida
$9.17M +$976K +67,472 +12%
Goldman Sachs
3
Goldman Sachs
New York
$5.23M
TFA
4
Toth Financial Advisory
Virginia
$3.31M -$131K -9,056 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.83M -$81.9K -5,664 -4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.65M +$1.05M +72,560 +184%
TRCT
7
Tower Research Capital (TRC)
New York
$1.6M -$114K -7,888 -7%
Jane Street
8
Jane Street
New York
$1.21M -$27.5K -1,904 -2%
Wolverine Trading
9
Wolverine Trading
Illinois
$909K +$894K +61,800 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$810K -$28.5K -1,968 -3%
SW
11
SlateStone Wealth
Florida
$362K +$356K +24,600 New
HIS
12
Harvest Investment Services
Illinois
$316K -$5.32K -368 -2%
Morgan Stanley
13
Morgan Stanley
New York
$274K +$163K +11,304 +155%
Barclays
14
Barclays
United Kingdom
$264K +$208K +14,400 +404%
Creative Planning
15
Creative Planning
Kansas
$256K +$251K +17,376 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$232K -$26.7K -1,848 -10%
CA
17
Continuum Advisory
Idaho
$229K +$6.94K +480 +3%
AG
18
Advisor Group
Arizona
$217K -$1.16K -80 -0.5%
BIM
19
Bridges Investment Management
Nebraska
$212K +$208K +14,400 New
VFA
20
Valeo Financial Advisors
Indiana
$208K
BRWA
21
B. Riley Wealth Advisors
Florida
$208K +$204K +14,080 New
RFWA
22
RPg Family Wealth Advisory
Massachusetts
$64.7K -$10.5K -728 -14%
TC
23
Truvestments Capital
Florida
$55K +$810 +56 +2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$47K
JP Morgan Chase
25
JP Morgan Chase
New York
$46K +$23.9K +1,656 +110%

ROM Hedge Fund Activity: Q2 2019 in Review

30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q2 2019, worth a combined $40.4M — up 28% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ROM positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $5.35M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $2.23M sold.

  • 30 institutional investors held ProShares Ultra Technology (ROM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $40.4M of ProShares Ultra Technology stock for Q2 2019, up 28% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Technology positions in Q2 2019 and 6 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Technology buyer in Q2 2019 was Geneos Wealth Management, an estimated $5.35M added.
  • The largest ProShares Ultra Technology seller in Q2 2019 was Cambridge Investment Research Advisors, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2019.