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ProShares Ultra Health Care

21 hedge funds and large institutions have $8.07M invested in ProShares Ultra Health Care in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $459K

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 1921 (+2)

3.96% less ownership

Funds ownership: 33.22%29.26% (-4%)

15% less capital invested

Capital invested by funds: $9.44M → $8.07M (-$1.37M)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
6
Closed
2
Calls
$2.87M
Puts
$459K
Net Calls
+$2.41M
Net Calls Change
+$461K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.44M +$650K +29,924 +85%
TFA
2
Toth Financial Advisory
Virginia
$1.2M +$1.48K +68 +0.1%
First Manhattan
3
First Manhattan
New York
$983K
ACM
4
Avalon Capital Management
California
$905K +$892K +41,044 New
AG
5
Advisor Group
Arizona
$893K -$987K -45,440 -53%
Jane Street
6
Jane Street
New York
$683K -$243K -11,204 -27%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$591K -$29K -1,336 -5%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$334K -$9.39K -432 -3%
Wolverine Trading
9
Wolverine Trading
Illinois
$333K -$12.1K -556 -4%
Creative Planning
10
Creative Planning
Kansas
$226K
BRC
11
Bell Rock Capital
Delaware
$207K
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$49K +$48.7K +2,240 New
RPG
13
Risk Paradigm Group
Texas
$47.8K
CG
14
Cutler Group
California
$44K +$34.8K +1,600 +400%
Morgan Stanley
15
Morgan Stanley
New York
$35K -$33K -1,520 -49%
Citigroup
16
Citigroup
New York
$34K +$33K +1,520 New
WWMSC
17
Wagner Wealth Management (South Carolina)
South Carolina
$23K +$21.3K +980 New
WB
18
Webster Bank
Connecticut
$18K
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$10.4K
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$9K
GWM
21
Geneos Wealth Management
Colorado
-$1.98M -92,748 Closed
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
-$4K -208 Closed

RXL Hedge Fund Activity: Q4 2017 in Review

21 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q4 2017, worth a combined $8.07M — down 15% from $9.44M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RXL positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $892K. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $1.98M sold.

  • 21 institutional investors held ProShares Ultra Health Care (RXL) as of Q4 2017, up from 19 in Q3 2017.
  • Funds reported $8.07M of ProShares Ultra Health Care stock for Q4 2017, down 15% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Health Care positions in Q4 2017 and 2 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Health Care buyer in Q4 2017 was Avalon Capital Management, an estimated $892K added.
  • The largest ProShares Ultra Health Care seller in Q4 2017 was Geneos Wealth Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2017.