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ProShares Ultra Technology

33 hedge funds and large institutions have $39.9M invested in ProShares Ultra Technology in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $5.89M | Put options by funds: $3.97M

28% more capital invested

Capital invested by funds: $31.1M → $39.9M (+$8.79M)

0.74% more ownership

Funds ownership: 72.15%72.89% (+0.74%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
33
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
4
Increased
5
Reduced
12
Closed
4
Calls
$5.89M
Puts
$3.97M
Net Calls
+$1.91M
Net Calls Change
-$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$12.1M -$170K -9,768 -2%
Goldman Sachs
2
Goldman Sachs
New York
$7.05M
GWM
3
Geneos Wealth Management
Colorado
$6.39M +$5.54M +317,440 +20,349%
TFA
4
Toth Financial Advisory
Virginia
$4.13M -$75.8K -4,344 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.22M -$307K -17,616 -14%
TRCT
6
Tower Research Capital (TRC)
New York
$2.07M +$130K +7,440 +8%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$995K -$12.7K -728 -1%
Simplex Trading
8
Simplex Trading
Illinois
$416K +$256K +14,672 +233%
SW
9
SlateStone Wealth
Florida
$406K -$45.4K -2,600 -11%
HIS
10
Harvest Investment Services
Illinois
$379K -$31.5K -1,808 -9%
Jane Street
11
Jane Street
New York
$365K -$3.52M -201,712 -92%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$355K -$1.47M -84,408 -83%
Creative Planning
13
Creative Planning
Kansas
$345K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$313K
BIM
15
Bridges Investment Management
Nebraska
$286K
CA
16
Continuum Advisory
Idaho
$285K
VFA
17
Valeo Financial Advisors
Indiana
$282K
Morgan Stanley
18
Morgan Stanley
New York
$275K +$24.1K +1,384 +11%
AG
19
Advisor Group
Arizona
$270K -$6.42K -368 -3%
BRWA
20
B. Riley Wealth Advisors
Florida
$258K -$16.8K -960 -7%
NCM
21
Novare Capital Management
North Carolina
$211K +$185K +10,600 New
CBT
22
Central Bank & Trust
Kentucky
$159K
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$75.7K -$13.8K -792 -17%
JP Morgan Chase
24
JP Morgan Chase
New York
$74K -$14K -800 -18%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$64K

ROM Hedge Fund Activity: Q4 2019 in Review

33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q4 2019, worth a combined $39.9M — up 28% from $31.1M a quarter earlier.

Fund positioning in ROM was balanced in Q4 2019: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 12 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $5.54M. The largest seller was Jane Street, cutting an estimated $3.52M.

  • 33 institutional investors held ProShares Ultra Technology (ROM) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $39.9M of ProShares Ultra Technology stock for Q4 2019, up 28% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Technology positions in Q4 2019 and 4 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Technology buyer in Q4 2019 was Geneos Wealth Management, an estimated $5.54M added.
  • The largest ProShares Ultra Technology seller in Q4 2019 was Jane Street, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2019.