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ProShares Ultra Technology

33 hedge funds and large institutions have $31.1M invested in ProShares Ultra Technology in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

58% more call options, than puts

Call options by funds: $6.6M | Put options by funds: $4.17M

10% more funds holding

Funds holding: 3033 (+3)

21.93% less ownership

Funds ownership: 94.08%72.15% (-22%)

23% less capital invested

Capital invested by funds: $40.4M → $31.1M (-$9.3M)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
15
Closed
2
Calls
$6.6M
Puts
$4.17M
Net Calls
+$2.44M
Net Calls Change
+$462K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$9.53M -$72.5K -4,712 -0.8%
Goldman Sachs
2
Goldman Sachs
New York
$5.47M -$10.5K -680 -0.2%
Jane Street
3
Jane Street
New York
$3.39M +$2.13M +138,200 +169%
TFA
4
Toth Financial Advisory
Virginia
$3.26M -$204K -13,256 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.99M +$78.1K +5,080 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.57M -$149K -9,664 -9%
TRCT
7
Tower Research Capital (TRC)
New York
$1.49M -$191K -12,416 -11%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$782K -$65.3K -4,248 -8%
SW
9
SlateStone Wealth
Florida
$354K -$24.6K -1,600 -7%
Wolverine Trading
10
Wolverine Trading
Illinois
$352K -$593K -38,552 -62%
HIS
11
Harvest Investment Services
Illinois
$315K
Creative Planning
12
Creative Planning
Kansas
$268K
Barclays
13
Barclays
United Kingdom
$247K -$30.3K -1,968 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$243K
BIM
15
Bridges Investment Management
Nebraska
$222K
VFA
16
Valeo Financial Advisors
Indiana
$218K
CA
17
Continuum Advisory
Idaho
$216K -$12.3K -800 -5%
BRWA
18
B. Riley Wealth Advisors
Florida
$215K -$2.46K -160 -1%
AG
19
Advisor Group
Arizona
$214K -$12.3K -800 -5%
Morgan Stanley
20
Morgan Stanley
New York
$191K -$94.6K -6,152 -33%
CBT
21
Central Bank & Trust
Kentucky
$123K +$123K +8,000 New
Simplex Trading
22
Simplex Trading
Illinois
$97K +$96.8K +6,296 New
TC
23
Truvestments Capital
Florida
$76K +$18.5K +1,200 +32%
RFWA
24
RPg Family Wealth Advisory
Massachusetts
$70.9K +$3.08K +200 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$69K +$20.7K +1,344 +43%

ROM Hedge Fund Activity: Q3 2019 in Review

33 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q3 2019, worth a combined $31.1M — down 23% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROM positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $2.13M. The largest seller was Geneos Wealth Management, cutting an estimated $12.2M.

  • 33 institutional investors held ProShares Ultra Technology (ROM) as of Q3 2019, up from 30 in Q2 2019.
  • Funds reported $31.1M of ProShares Ultra Technology stock for Q3 2019, down 23% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Technology positions in Q3 2019 and 2 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Technology buyer in Q3 2019 was Jane Street, an estimated $2.13M added.
  • The largest ProShares Ultra Technology seller in Q3 2019 was Geneos Wealth Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2019.