We are live on ! Find out more
ROM icon

ProShares Ultra Technology

44 hedge funds and large institutions have $60.1M invested in ProShares Ultra Technology in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $2.59M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.71% less ownership

Funds ownership: 19.56%15.85% (-3.7%)

17% less capital invested

Capital invested by funds: $72.4M → $60.1M (-$12.3M)

21% less funds holding

Funds holding: 5644 (-12)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

Holders
44
Holders Change
-12
Holders Change %
-21.43%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
17
Closed
16
Calls
$6.93M
Puts
$2.59M
Net Calls
+$4.34M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$29.4M +$2.4M +63,886 +10%
TFA
2
Toth Financial Advisory
Virginia
$6.59M -$462K -12,262 -7%
RWA
3
Redhawk Wealth Advisors
Minnesota
$4.9M +$116K +3,090 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.87M -$156K -4,146 -5%
HF
5
HRT Financial
New York
$2.31M -$1.49M -39,528 -39%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.19M -$124K -3,306 -5%
CA
7
Continuum Advisory
Idaho
$1.21M +$86.6K +2,300 +9%
Citadel Advisors
8
Citadel Advisors
Florida
$1.17M -$4.16M -110,482 -78%
HI
9
Harbour Investments
Wisconsin
$1.15M +$1.15M +30,600 New
TRCT
10
Tower Research Capital (TRC)
New York
$966K -$526K -13,984 -35%
OPS
11
Orion Portfolio Solutions
Nebraska
$930K +$272K +7,232 +41%
Simplex Trading
12
Simplex Trading
Illinois
$743K +$137K +3,652 +23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$660K +$61.7K +1,640 +10%
Creative Planning
14
Creative Planning
Kansas
$650K -$369K -9,810 -36%
BIM
15
Bridges Investment Management
Nebraska
$541K
VFA
16
Valeo Financial Advisors
Indiana
$532K
BRWA
17
B. Riley Wealth Advisors
Florida
$409K
HIS
18
Harvest Investment Services
Illinois
$363K -$88.9K -2,362 -20%
WA
19
Waverly Advisors
Alabama
$363K
KAS
20
Kestra Advisory Services
Texas
$351K -$104K -2,766 -23%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$329K -$1.31M -34,884 -80%
XS
22
XR Securities
Illinois
$245K -$46.4K -1,234 -16%
LWP
23
Legacy Wealth Planning
Nevada
$244K -$26.3K -700 -10%
AFP
24
Ausdal Financial Partners
Iowa
$241K -$57.6K -1,530 -19%
MIG
25
McGuire Investment Group
Rhode Island
$210K

ROM Hedge Fund Activity: Q1 2021 in Review

44 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2021, worth a combined $60.1M — down 17% from $72.4M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ROM and 5 opened new positions — a net loss of 11 holders — while 17 trimmed existing stakes and 6 added.

The largest buyer was Howard Capital Management, adding an estimated $2.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.16M sold.

  • 44 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2021, down from 56 in Q4 2020.
  • Funds reported $60.1M of ProShares Ultra Technology stock for Q1 2021, down 17% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Technology positions in Q1 2021 and 16 closed out, a net change of -11 holders.
  • The largest ProShares Ultra Technology buyer in Q1 2021 was Howard Capital Management, an estimated $2.4M added.
  • The largest ProShares Ultra Technology seller in Q1 2021 was Goldman Sachs, an estimated $7.16M sold.

Based on aggregated 13F filings for Q1 2021.