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ProShares Ultra Health Care

19 hedge funds and large institutions have $15M invested in ProShares Ultra Health Care in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less capital invested

Capital invested by funds: $17.1M → $15M (-$2.13M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

17.23% less ownership

Funds ownership: 74.85%57.61% (-17%)

21% less funds holding

Funds holding: 2419 (-5)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.05M -$2.93M -173,832 -50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.52M -$1.41M -83,632 -37%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$2.12M +$1.56M +92,776 +340%
AP
4
Advisors Preferred
Maryland
$1.94M -$460K -27,304 -20%
First Manhattan
5
First Manhattan
New York
$972K -$67.4K -4,000 -7%
LPL Financial
6
LPL Financial
California
$864K +$19.4K +1,152 +2%
AIG
7
American International Group
New York
$845K -$53.7K -3,184 -6%
Jane Street
8
Jane Street
New York
$816K -$100K -5,952 -11%
Creative Planning
9
Creative Planning
Kansas
$505K +$37.5K +2,224 +8%
RPG
10
Risk Paradigm Group
Texas
$474K +$452K +26,816 New
BPC
11
Banque Pictet & Cie
Switzerland
$274K
S
12
SignatureFD
Georgia
$248K +$14.4K +856 +7%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$95K +$9.71K +576 +12%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$85K
Morgan Stanley
15
Morgan Stanley
New York
$57K
ASN
16
Advisory Services Network
Georgia
$43K +$24.8K +1,472 +145%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$34.2K
TRCT
18
Tower Research Capital (TRC)
New York
$5K -$35.7K -2,120 -88%
VKH
19
Virtu KCG Holdings
New York
-$237K -15,288 Closed
FIM
20
Freedom Investment Management
Connecticut
-$230K -14,840 Closed
CWM
21
Concert Wealth Management
California
-$206K -13,280 Closed
TSS
22
Two Sigma Securities
New York
-$203K -13,120 Closed
Wells Fargo
23
Wells Fargo
California
-$27.2K -1,616 Closed

RXL Hedge Fund Activity: Q1 2015 in Review

19 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q1 2015, worth a combined $15M — down 12% from $17.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RXL and 1 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $1.56M. The largest seller was Susquehanna International Group, cutting an estimated $2.93M.

  • 19 institutional investors held ProShares Ultra Health Care (RXL) as of Q1 2015, down from 24 in Q4 2014.
  • Funds reported $15M of ProShares Ultra Health Care stock for Q1 2015, down 12% quarter-over-quarter.
  • 1 fund opened new ProShares Ultra Health Care positions in Q1 2015 and 5 closed out, a net change of -4 holders.
  • The largest ProShares Ultra Health Care buyer in Q1 2015 was Wilbanks Smith & Thomas Asset Management, an estimated $1.56M added.
  • The largest ProShares Ultra Health Care seller in Q1 2015 was Susquehanna International Group, an estimated $2.93M sold.

Based on aggregated 13F filings for Q1 2015.