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ProShares Ultra Technology

42 hedge funds and large institutions have $66.2M invested in ProShares Ultra Technology in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more capital invested

Capital invested by funds: $26.4M → $66.2M (+$39.9M)

52% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $8.39M

26.86% more ownership

Funds ownership: 76.92%103.78% (+27%)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
9
Reduced
13
Closed
11
Calls
$12.8M
Puts
$8.39M
Net Calls
+$4.38M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$19.1M +$15M +784,480 New
GWM
2
Geneos Wealth Management
Colorado
$17.5M +$15.3M +799,424 New
Goldman Sachs
3
Goldman Sachs
New York
$4.66M -$3.82M -200,000 -50%
TFA
4
Toth Financial Advisory
Virginia
$4.65M -$84K -4,392 -2%
HF
5
HRT Financial
New York
$3.14M +$156K +8,152 +6%
RWA
6
Redhawk Wealth Advisors
Minnesota
$2.65M +$2.18M +113,824 New
Citadel Advisors
7
Citadel Advisors
Florida
$2.2M -$5.56M -290,920 -76%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.07M +$389K +20,368 +30%
CIC
9
Chase Investment Counsel
Virginia
$1.75M +$1.44M +75,280 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.26M -$471K -24,656 -31%
VFA
11
Valeo Financial Advisors
Indiana
$1.04M +$122K +6,400 +17%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1M -$2.13M -111,584 -72%
CG
13
Cutler Group
California
$880K +$61.2K +3,200 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$495K +$125K +6,544 +45%
HIS
15
Harvest Investment Services
Illinois
$444K -$612 -32 -0.2%
Morgan Stanley
16
Morgan Stanley
New York
$403K +$227K +11,856 +220%
Creative Planning
17
Creative Planning
Kansas
$398K +$43K +2,248 +15%
BIM
18
Bridges Investment Management
Nebraska
$336K
GT
19
Glenmede Trust
Pennsylvania
$298K +$245K +12,800 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$287K -$200K -10,480 -46%
TRCT
21
Tower Research Capital (TRC)
New York
$272K -$1.14M -59,632 -84%
BRWA
22
B. Riley Wealth Advisors
Florida
$254K +$208K +10,888 New
NCM
23
Novare Capital Management
North Carolina
$247K +$203K +10,600 New
CA
24
Continuum Advisory
Idaho
$242K +$196K +10,240 New
WA
25
Waverly Advisors
Alabama
$221K +$153K +8,000 New

ROM Hedge Fund Activity: Q2 2020 in Review

42 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q2 2020, worth a combined $66.2M — up 151% from $26.4M a quarter earlier.

Fund positioning in ROM was balanced in Q2 2020: 11 funds opened new positions, 11 closed out, 9 added to existing stakes and 13 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $15.3M. The largest seller was Citadel Advisors, cutting an estimated $5.56M.

  • 42 institutional investors held ProShares Ultra Technology (ROM) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $66.2M of ProShares Ultra Technology stock for Q2 2020, up 151% quarter-over-quarter.
  • 11 funds opened new ProShares Ultra Technology positions in Q2 2020 and 11 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Technology buyer in Q2 2020 was Geneos Wealth Management, an estimated $15.3M added.
  • The largest ProShares Ultra Technology seller in Q2 2020 was Citadel Advisors, an estimated $5.56M sold.

Based on aggregated 13F filings for Q2 2020.