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ProShares Ultra Technology

42 hedge funds and large institutions have $26.4M invested in ProShares Ultra Technology in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

44% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $4.37M

27% more funds holding

Funds holding: 3342 (+9)

4.03% more ownership

Funds ownership: 72.89%76.92% (+4%)

34% less capital invested

Capital invested by funds: $39.9M → $26.4M (-$13.5M)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
5
Reduced
13
Closed
8
Calls
$6.29M
Puts
$4.37M
Net Calls
+$1.92M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$5.56M +$884K +45,200 +13%
Citadel Advisors
2
Citadel Advisors
Florida
$5.35M -$4.37M -223,496 -37%
TFA
3
Toth Financial Advisory
Virginia
$2.83M -$76.2K -3,896 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.15M +$2.67M +136,712 +767%
HF
5
HRT Financial
New York
$1.76M +$2.47M +126,512 New
FIM
6
Freedom Investment Management
Connecticut
$1.55M +$1.3M +66,472 New
TRCT
7
Tower Research Capital (TRC)
New York
$991K -$640K -32,760 -31%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$952K -$844K -43,160 -39%
Osaic Holdings
9
Osaic Holdings
Arizona
$785K +$1.54M +78,664 New
Jane Street
10
Jane Street
New York
$712K +$643K +32,904 +179%
Simplex Trading
11
Simplex Trading
Illinois
$632K +$479K +24,520 +117%
VFA
12
Valeo Financial Advisors
Indiana
$583K +$469K +24,000 +169%
CG
13
Cutler Group
California
$480K +$675K +34,552 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$317K +$445K +22,768 New
TI
15
Trexquant Investment
Connecticut
$298K +$418K +21,400 New
HIS
16
Harvest Investment Services
Illinois
$265K -$313 -16 -0.1%
Creative Planning
17
Creative Planning
Kansas
$206K -$50K -2,560 -15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$204K -$21.3K -1,088 -7%
BIM
19
Bridges Investment Management
Nebraska
$200K
Morgan Stanley
20
Morgan Stanley
New York
$75K -$165K -8,440 -61%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$68K +$96.2K +4,920 New
Barclays
22
Barclays
United Kingdom
$66K +$93.4K +4,776 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$44K
UBS Group
24
UBS Group
Switzerland
$44K +$62.6K +3,200 New
RFWA
25
RPg Family Wealth Advisory
Massachusetts
$41K -$16.7K -856 -22%

ROM Hedge Fund Activity: Q1 2020 in Review

42 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2020, worth a combined $26.4M — down 34% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROM positions and 8 closed out — a net gain of 11 holders — while 5 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.67M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $6.39M sold.

  • 42 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2020, up from 33 in Q4 2019.
  • Funds reported $26.4M of ProShares Ultra Technology stock for Q1 2020, down 34% quarter-over-quarter.
  • 19 funds opened new ProShares Ultra Technology positions in Q1 2020 and 8 closed out, a net change of +11 holders.
  • The largest ProShares Ultra Technology buyer in Q1 2020 was Susquehanna International Group, an estimated $2.67M added.
  • The largest ProShares Ultra Technology seller in Q1 2020 was Geneos Wealth Management, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2020.