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ProShares Ultra Technology

29 hedge funds and large institutions have $13.6M invested in ProShares Ultra Technology in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,900% more call options, than puts

Call options by funds: $720K | Put options by funds: $12K

1% more capital invested

Capital invested by funds: $13.5M → $13.6M (+$170K)

0.56% more ownership

Funds ownership: 4.2%4.75% (+0.56%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

17% less funds holding

Funds holding: 3529 (-6)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
10
Calls
$720K
Puts
$12K
Net Calls
+$708K
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$2.63M -$30.4K -1,213 -1%
PFA
2
Plotkin Financial Advisors
Maryland
$2.51M -$163K -6,495 -6%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.72M +$1.54M +61,498 +461%
TRCT
4
Tower Research Capital (TRC)
New York
$1.09M +$1.17M +46,743 +6,814%
Citadel Advisors
5
Citadel Advisors
Florida
$815K +$252K +10,046 +40%
RPCONE
6
Retirement Planning Company of New England
Rhode Island
$756K -$7.99K -319 -1%
HI
7
Harbour Investments
Wisconsin
$704K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$431K +$6.26K +250 +1%
PAG
9
Private Advisor Group
New Jersey
$368K
VFA
10
Valeo Financial Advisors
Indiana
$326K
Jane Street
11
Jane Street
New York
$319K +$80K +3,193 +30%
IA
12
IFP Advisors
Florida
$260K +$39.6K +1,580 +198%
BRWA
13
B. Riley Wealth Advisors
Florida
$250K
Goldman Sachs
14
Goldman Sachs
New York
$238K +$259K +10,331 New
Creative Planning
15
Creative Planning
Kansas
$230K -$560K -22,369 -69%
WA
16
Waverly Advisors
Alabama
$230K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$210K -$9.42K -376 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$158K -$36.5K -1,457 -17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$137K
BAM
20
Belpointe Asset Management
Nevada
$110K -$135K -5,395 -53%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$30.7K -$218K -8,717 -87%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$29K +$31.4K +1,254 New
AF
23
Allworth Financial
California
$23.7K
TC
24
Truvestments Capital
Florida
$14.2K
CIAS
25
Capital Investment Advisory Services
North Carolina
$12.3K +$626 +25 +5%

ROM Hedge Fund Activity: Q4 2022 in Review

29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q4 2022, worth a combined $13.6M — up 1.3% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ROM and 5 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.54M. The largest seller was Creative Planning, cutting an estimated $560K.

  • 29 institutional investors held ProShares Ultra Technology (ROM) as of Q4 2022, down from 35 in Q3 2022.
  • Funds reported $13.6M of ProShares Ultra Technology stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Technology positions in Q4 2022 and 10 closed out, a net change of -5 holders.
  • The largest ProShares Ultra Technology buyer in Q4 2022 was Susquehanna International Group, an estimated $1.54M added.
  • The largest ProShares Ultra Technology seller in Q4 2022 was Creative Planning, an estimated $560K sold.

Based on aggregated 13F filings for Q4 2022.