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ProShares Ultra Health Care

26 hedge funds and large institutions have $11.7M invested in ProShares Ultra Health Care in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

95% more capital invested

Capital invested by funds: $6M → $11.7M (+$5.68M)

44% more funds holding

Funds holding: 1826 (+8)

33% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $860K

4.97% more ownership

Funds ownership: 23.19%28.15% (+5%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
3
Reduced
5
Closed
2
Calls
$1.14M
Puts
$860K
Net Calls
+$280K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.55M +$551K +20,972 +31%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2M +$1.8M +68,684 New
TFA
3
Toth Financial Advisory
Virginia
$1.58M +$3.15K +120 +0.2%
First Manhattan
4
First Manhattan
New York
$1.21M -$21K -800 -2%
AG
5
Advisor Group
Arizona
$968K -$132K -5,012 -13%
HighTower Advisors
6
HighTower Advisors
Illinois
$574K +$520K +19,780 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$552K -$170K -6,480 -25%
VCM
8
Virtue Capital Management
Tennessee
$469K +$425K +16,160 New
Wolverine Trading
9
Wolverine Trading
Illinois
$436K +$394K +15,000 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$367K -$50.8K -1,932 -13%
Creative Planning
11
Creative Planning
Kansas
$210K +$190K +7,244 New
BRC
12
Bell Rock Capital
Delaware
$197K -$52.7K -2,004 -23%
TRCT
13
Tower Research Capital (TRC)
New York
$174K +$158K +5,996 New
Simplex Trading
14
Simplex Trading
Illinois
$148K +$54.2K +2,064 +67%
RPG
15
Risk Paradigm Group
Texas
$77.2K
Morgan Stanley
16
Morgan Stanley
New York
$46K
Citigroup
17
Citigroup
New York
$44K
WB
18
Webster Bank
Connecticut
$23K
IA
19
IFP Advisors
Florida
$15K +$13.1K +500 New
CAM
20
Close Asset Management
United Kingdom
$13K +$12.1K +460 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$12K
SWM
22
SeaCrest Wealth Management
New York
$12K +$10.5K +400 New
AIM
23
Anchor Investment Management
South Carolina
$11.6K
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$7.78K +$7.04K +268 New
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
-$101K -4,480 Closed

RXL Hedge Fund Activity: Q3 2018 in Review

26 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q3 2018, worth a combined $11.7M — up 95% from $6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RXL positions and 2 closed out — a net gain of 8 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.8M. The largest seller was Envestnet Asset Management, cutting an estimated $170K.

  • 26 institutional investors held ProShares Ultra Health Care (RXL) as of Q3 2018, up from 18 in Q2 2018.
  • Funds reported $11.7M of ProShares Ultra Health Care stock for Q3 2018, up 95% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Health Care positions in Q3 2018 and 2 closed out, a net change of +8 holders.
  • The largest ProShares Ultra Health Care buyer in Q3 2018 was Susquehanna International Group, an estimated $1.8M added.
  • The largest ProShares Ultra Health Care seller in Q3 2018 was Envestnet Asset Management, an estimated $170K sold.

Based on aggregated 13F filings for Q3 2018.