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ProShares Ultra Technology

56 hedge funds and large institutions have $72.4M invested in ProShares Ultra Technology in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $3.07M

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $59.9M → $72.4M (+$12.5M)

19% more funds holding

Funds holding: 4756 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1.24% less ownership

Funds ownership: 20.8%19.56% (-1.2%)

Holders
56
Holders Change
+9
Holders Change %
+19.15%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
13
Reduced
13
Closed
4
Calls
$10.3M
Puts
$3.07M
Net Calls
+$7.18M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$22.6M -$8.04M -251,836 -29%
Goldman Sachs
2
Goldman Sachs
New York
$7.16M
TFA
3
Toth Financial Advisory
Virginia
$6.73M -$272K -8,502 -4%
Citadel Advisors
4
Citadel Advisors
Florida
$5.07M +$2.87M +89,802 +174%
RWA
5
Redhawk Wealth Advisors
Minnesota
$4.56M -$445K -13,918 -10%
HF
6
HRT Financial
New York
$3.62M +$3.23M +101,004 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.88M -$53.6K -1,678 -2%
CIC
8
Chase Investment Counsel
Virginia
$2.7M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.21M -$422K -13,204 -18%
Jane Street
10
Jane Street
New York
$1.66M +$1.23M +38,386 +476%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.56M -$889K -27,840 -39%
TRCT
12
Tower Research Capital (TRC)
New York
$1.42M +$827K +25,876 +187%
Creative Planning
13
Creative Planning
Kansas
$971K +$282K +8,820 +48%
CA
14
Continuum Advisory
Idaho
$901K +$565K +17,700 +238%
CC
15
Claybrook Capital
Massachusetts
$788K -$1.62M -50,850 -70%
OPS
16
Orion Portfolio Solutions
Nebraska
$628K +$12.6K +396 +2%
Simplex Trading
17
Simplex Trading
Illinois
$578K +$516K +16,152 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$571K +$26.1K +816 +5%
BIM
19
Bridges Investment Management
Nebraska
$516K
VFA
20
Valeo Financial Advisors
Indiana
$507K -$192K -6,000 -30%
KAS
21
Kestra Advisory Services
Texas
$433K +$382K +11,964 +8,546%
HIS
22
Harvest Investment Services
Illinois
$431K -$159K -4,992 -29%
BRWA
23
B. Riley Wealth Advisors
Florida
$390K
NCM
24
Novare Capital Management
North Carolina
$380K
WA
25
Waverly Advisors
Alabama
$378K

ROM Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q4 2020, worth a combined $72.4M — up 21% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ROM positions and 4 closed out — a net gain of 9 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $3.23M. The largest seller was Howard Capital Management, cutting an estimated $8.04M.

  • 56 institutional investors held ProShares Ultra Technology (ROM) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $72.4M of ProShares Ultra Technology stock for Q4 2020, up 21% quarter-over-quarter.
  • 13 funds opened new ProShares Ultra Technology positions in Q4 2020 and 4 closed out, a net change of +9 holders.
  • The largest ProShares Ultra Technology buyer in Q4 2020 was HRT Financial, an estimated $3.23M added.
  • The largest ProShares Ultra Technology seller in Q4 2020 was Howard Capital Management, an estimated $8.04M sold.

Based on aggregated 13F filings for Q4 2020.