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ProShares Ultra Technology

46 hedge funds and large institutions have $31.7M invested in ProShares Ultra Technology in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,642% more call options, than puts

Call options by funds: $136M | Put options by funds: $4.98M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.06% less ownership

Funds ownership: 10.98%3.93% (-7.1%)

22% less funds holding

Funds holding: 5946 (-13)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

50% less capital invested

Capital invested by funds: $63.4M → $31.7M (-$31.6M)

55% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 22

Holders
46
Holders Change
-13
Holders Change %
-22.03%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
10
Reduced
13
Closed
22
Calls
$136M
Puts
$4.98M
Net Calls
+$131M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$5.96M -$266K -5,341 -4%
PFA
2
Plotkin Financial Advisors
Maryland
$5.91M +$643K +12,927 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.26M +$1.96M +39,332 +152%
Citadel Advisors
4
Citadel Advisors
Florida
$1.84M +$127K +2,563 +8%
RPCONE
5
Retirement Planning Company of New England
Rhode Island
$1.5M +$96K +1,930 +7%
OMC
6
Old Mission Capital
Illinois
$1.43M -$1.36M -27,294 -49%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.15M +$304K +6,115 +36%
Osaic Holdings
8
Osaic Holdings
Arizona
$930K -$1.65M -33,116 -65%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$925K +$27.9K +562 +3%
MCC
10
Money Concepts Capital
Florida
$800K
CA
11
Continuum Advisory
Idaho
$741K -$864K -17,382 -47%
BIM
12
Bridges Investment Management
Nebraska
$720K
VFA
13
Valeo Financial Advisors
Indiana
$708K
FIM
14
Freedom Investment Management
Connecticut
$602K +$598K +12,033 New
BAM
15
Belpointe Asset Management
Nevada
$596K +$593K +11,915 New
BRWA
16
B. Riley Wealth Advisors
Florida
$545K
WA
17
Waverly Advisors
Alabama
$500K -$497K -10,000 -50%
Wolverine Trading
18
Wolverine Trading
Illinois
$475K +$19.1K +385 +4%
LWP
19
Legacy Wealth Planning
Nevada
$471K
KAS
20
Kestra Advisory Services
Texas
$326K -$73.8K -1,484 -19%
IAN
21
Integrated Advisors Network
Texas
$314K -$284K -5,706 -48%
MIG
22
McGuire Investment Group
Rhode Island
$250K
PPW
23
Parcion Private Wealth
Washington
$240K -$239K -4,800 -50%
BAM
24
Brave Asset Management
New Jersey
$226K
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$226K +$225K +4,530 New

ROM Hedge Fund Activity: Q1 2022 in Review

46 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q1 2022, worth a combined $31.7M — down 50% from $63.4M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ROM and 10 opened new positions — a net loss of 12 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.96M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $15M sold.

  • 46 institutional investors held ProShares Ultra Technology (ROM) as of Q1 2022, down from 59 in Q4 2021.
  • Funds reported $31.7M of ProShares Ultra Technology stock for Q1 2022, down 50% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Technology positions in Q1 2022 and 22 closed out, a net change of -12 holders.
  • The largest ProShares Ultra Technology buyer in Q1 2022 was Envestnet Asset Management, an estimated $1.96M added.
  • The largest ProShares Ultra Technology seller in Q1 2022 was Geneos Wealth Management, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2022.