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ProShares Ultra Technology

36 hedge funds and large institutions have $32.3M invested in ProShares Ultra Technology in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $909K | Put options by funds: $585K

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

0.1% more ownership

Funds ownership: 6.21%6.31% (+0.1%)

10% less funds holding

Funds holding: 4036 (-4)

16% less capital invested

Capital invested by funds: $38.5M → $32.3M (-$6.2M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
12
Reduced
10
Closed
7
Calls
$909K
Puts
$585K
Net Calls
+$324K
Net Calls Change
-$711K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$7.56M +$680K +15,691 +9%
TFA
2
Toth Financial Advisory
Virginia
$4.17M -$91.3K -2,105 -2%
PFA
3
Plotkin Financial Advisors
Maryland
$4.15M +$1.3K +30 +0%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.92M -$58.4K -1,346 -3%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.38M +$53.2K +1,226 +4%
OPS
6
Orion Portfolio Solutions
Nebraska
$1.38M +$53.2K +1,226 +4%
HI
7
Harbour Investments
Wisconsin
$1.2M
RPCONE
8
Retirement Planning Company of New England
Rhode Island
$1.11M -$108K -2,485 -8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.09M +$130K +2,988 +12%
TA
10
Tactive Advisors
Florida
$1.08M -$1.36M -31,433 -53%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$749K +$824 +19 +0.1%
BCM
12
Brookstone Capital Management
Illinois
$733K +$10.1K +234 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$733K +$329K +7,586 +68%
VFA
14
Valeo Financial Advisors
Indiana
$555K
CI
15
CPR Investments
Michigan
$497K -$57.4K -1,323 -9%
FTUS
16
Flow Traders U.S.
New York
$471K +$522K +12,031 New
TRCT
17
Tower Research Capital (TRC)
New York
$469K +$14.6K +337 +3%
BRWA
18
B. Riley Wealth Advisors
Florida
$427K
WA
19
Waverly Advisors
Alabama
$392K
Walleye Capital
20
Walleye Capital
New York
$366K -$55.5K -1,279 -12%
Creative Planning
21
Creative Planning
Kansas
$320K
Goldman Sachs
22
Goldman Sachs
New York
$289K -$231K -5,319 -42%
KAS
23
Kestra Advisory Services
Texas
$277K +$306K +7,063 New
Citadel Advisors
24
Citadel Advisors
Florida
$267K +$199K +4,583 +206%
MIG
25
McGuire Investment Group
Rhode Island
$235K

ROM Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q3 2023, worth a combined $32.3M — down 16% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ROM and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Howard Capital Management, adding an estimated $680K. The largest seller was Tactive Advisors, cutting an estimated $1.36M.

  • 36 institutional investors held ProShares Ultra Technology (ROM) as of Q3 2023, down from 40 in Q2 2023.
  • Funds reported $32.3M of ProShares Ultra Technology stock for Q3 2023, down 16% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Technology positions in Q3 2023 and 7 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Technology buyer in Q3 2023 was Howard Capital Management, an estimated $680K added.
  • The largest ProShares Ultra Technology seller in Q3 2023 was Tactive Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2023.