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ProShares Ultra Technology

62 hedge funds and large institutions have $55.2M invested in ProShares Ultra Technology in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 5962 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.51% less ownership

Funds ownership: 8.03%6.52% (-1.5%)

22% less capital invested

Capital invested by funds: $70.6M → $55.2M (-$15.4M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $330K

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
8
Reduced
15
Closed
8
Calls
Puts
$330K
Net Calls
-$330K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Gotham Asset Management
New York
$16.2M
TWP
2
Tyche Wealth Partners
Texas
$7.33M -$19.9K -207 -0.3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.42M +$518K +5,392 +13%
WAM
4
WealthCare Asset Management
Missouri
$2.98M +$3.03M +31,564 New
HI
5
Harbour Investments
Wisconsin
$2.89M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.9M -$65.5K -682 -3%
KAS
7
Kestra Advisory Services
Texas
$1.71M +$65.9K +686 +4%
DQRIM
8
Dale Q Rice Investment Management
Washington
$1.37M -$20.1K -209 -1%
RPCONE
9
Retirement Planning Company of New England
Rhode Island
$1.29M -$34.4K -358 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.02M +$338K +3,517 +48%
Mariner
11
Mariner
Kansas
$888K
HighTower Advisors
12
HighTower Advisors
Illinois
$813K +$258K +2,690 +45%
WA
13
Waverly Advisors
Alabama
$773K
Creative Planning
14
Creative Planning
Kansas
$707K -$576 -6 -0.1%
Bank of America
15
Bank of America
North Carolina
$622K
Cerity Partners
16
Cerity Partners
New York
$604K
SFA
17
Sequoia Financial Advisors
Ohio
$604K +$614K +6,400 New
QCM
18
Quantinno Capital Management
New York
$562K -$729K -7,598 -56%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$558K -$227K -2,361 -29%
RWA
20
River Wealth Advisors
Pennsylvania
$552K +$562K +5,851 New
CPIG
21
Chicago Partners Investment Group
Illinois
$518K
Citadel Advisors
22
Citadel Advisors
Florida
$510K +$89.8K +935 +21%
LPL Financial
23
LPL Financial
California
$489K +$129K +1,343 +35%
SFP
24
Shepherd Financial Partners
Massachusetts
$457K
PPW
25
Parcion Private Wealth
Washington
$453K

ROM Hedge Fund Activity: Q4 2025 in Review

62 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Technology (ROM) for Q4 2025, worth a combined $55.2M — down 22% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ROM positions and 8 closed out — a net gain of 3 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $614K. The largest seller was Runnymede Capital Advisors, exiting entirely with an estimated $18.1M sold.

  • 62 institutional investors held ProShares Ultra Technology (ROM) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $55.2M of ProShares Ultra Technology stock for Q4 2025, down 22% quarter-over-quarter.
  • 11 funds opened new ProShares Ultra Technology positions in Q4 2025 and 8 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Technology buyer in Q4 2025 was Sequoia Financial Advisors, an estimated $614K added.
  • The largest ProShares Ultra Technology seller in Q4 2025 was Runnymede Capital Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2025.