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ProShares Ultra Technology

35 hedge funds and large institutions have $13.5M invested in ProShares Ultra Technology in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 4.01%4.2% (+0.19%)

5% less funds holding

Funds holding: 3735 (-2)

21% less capital invested

Capital invested by funds: $17.1M → $13.5M (-$3.66M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

42% less call options, than puts

Call options by funds: $978K | Put options by funds: $1.7M

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
12
Closed
5
Calls
$978K
Puts
$1.7M
Net Calls
-$719K
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Plotkin Financial Advisors
Maryland
$2.74M -$8.72K -272 -0.2%
TFA
2
Toth Financial Advisory
Virginia
$2.73M
HI
3
Harbour Investments
Wisconsin
$875K
RPCONE
4
Retirement Planning Company of New England
Rhode Island
$785K +$50K +1,559 +5%
Creative Planning
5
Creative Planning
Kansas
$767K -$22.7K -707 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$601K +$813K +25,363 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$438K -$2.47K -77 -0.4%
PAG
8
Private Advisor Group
New Jersey
$379K +$513K +16,000 New
BIM
9
Bridges Investment Management
Nebraska
$341K
VFA
10
Valeo Financial Advisors
Indiana
$335K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$316K +$136K +4,234 +46%
HF
12
HRT Financial
New York
$284K -$477K -14,866 -55%
BRWA
13
B. Riley Wealth Advisors
Florida
$258K
Jane Street
14
Jane Street
New York
$253K -$719K -22,420 -68%
OMC
15
Old Mission Capital
Illinois
$246K -$1.31M -40,808 -80%
BAM
16
Belpointe Asset Management
Nevada
$241K -$75.4K -2,351 -19%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$238K +$227K +7,076 +238%
WA
18
Waverly Advisors
Alabama
$237K
KAS
19
Kestra Advisory Services
Texas
$228K +$309K +9,634 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$226K -$6.44K -201 -2%
LWP
21
Legacy Wealth Planning
Nevada
$223K
Osaic Holdings
22
Osaic Holdings
Arizona
$198K -$8.02K -250 -3%
UBS Group
23
UBS Group
Switzerland
$192K +$248K +7,727 +1,932%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$141K +$88.5K +2,760 +86%
IA
25
IFP Advisors
Florida
$87K +$16K +500 +167%

ROM Hedge Fund Activity: Q3 2022 in Review

35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q3 2022, worth a combined $13.5M — down 21% from $17.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ROM and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 7 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $813K. The largest seller was Old Mission Capital, cutting an estimated $1.31M.

  • 35 institutional investors held ProShares Ultra Technology (ROM) as of Q3 2022, down from 37 in Q2 2022.
  • Funds reported $13.5M of ProShares Ultra Technology stock for Q3 2022, down 21% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Technology positions in Q3 2022 and 5 closed out, a net change of -2 holders.
  • The largest ProShares Ultra Technology buyer in Q3 2022 was Citadel Advisors, an estimated $813K added.
  • The largest ProShares Ultra Technology seller in Q3 2022 was Old Mission Capital, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2022.