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ProShares Ultra Technology

44 hedge funds and large institutions have $31.7M invested in ProShares Ultra Technology in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $321K

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $28.3M → $31.7M (+$3.41M)

0% less ownership

Funds ownership: 4.18%4.18% (-0%)

2% less funds holding

Funds holding: 4544 (-1)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
14
Closed
6
Calls
$1.26M
Puts
$321K
Net Calls
+$936K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$6.02M -$403K -6,569 -7%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.47M +$2.62M +42,654 +602%
HI
3
Harbour Investments
Wisconsin
$2.14M
PFA
4
Plotkin Financial Advisors
Maryland
$1.72M -$54.1K -882 -3%
RPCONE
5
Retirement Planning Company of New England
Rhode Island
$1.72M -$173K -2,817 -10%
TWP
6
Tyche Wealth Partners
Texas
$1.6M
Osaic Holdings
7
Osaic Holdings
Arizona
$1.54M +$220K +3,587 +19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.34M -$4.91K -80 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.33M -$93.4K -1,522 -7%
CCP
10
Clarity Capital Partners
California
$1.14M -$772K -12,580 -44%
VFA
11
Valeo Financial Advisors
Indiana
$989K
BRWA
12
B. Riley Wealth Advisors
Florida
$761K +$184 +3 +0%
WA
13
Waverly Advisors
Alabama
$712K
Mariner
14
Mariner
Kansas
$658K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$655K +$208K +3,394 +57%
Creative Planning
16
Creative Planning
Kansas
$568K
KAS
17
Kestra Advisory Services
Texas
$423K -$61.3K -999 -14%
SFP
18
Shepherd Financial Partners
Massachusetts
$405K +$355K +5,793 New
MIG
19
McGuire Investment Group
Rhode Island
$349K
PPW
20
Parcion Private Wealth
Washington
$335K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$320K
Jane Street
22
Jane Street
New York
$305K -$62.9K -1,026 -19%
CI
23
CPR Investments
Michigan
$302K
ZIM
24
Zacks Investment Management
Illinois
$295K
TRCT
25
Tower Research Capital (TRC)
New York
$294K +$25.7K +419 +11%

ROM Hedge Fund Activity: Q2 2024 in Review

44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q2 2024, worth a combined $31.7M — up 12% from $28.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ROM positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 14 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.62M. The largest seller was Citadel Advisors, exiting entirely with an estimated $819K sold.

  • 44 institutional investors held ProShares Ultra Technology (ROM) as of Q2 2024, down from 45 in Q1 2024.
  • Funds reported $31.7M of ProShares Ultra Technology stock for Q2 2024, up 12% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Technology positions in Q2 2024 and 6 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Technology buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $2.62M added.
  • The largest ProShares Ultra Technology seller in Q2 2024 was Citadel Advisors, an estimated $819K sold.

Based on aggregated 13F filings for Q2 2024.