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ProShares Ultra Health Care

27 hedge funds and large institutions have $11.6M invested in ProShares Ultra Health Care in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

338% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $446K

29% more funds holding

Funds holding: 2127 (+6)

23% more capital invested

Capital invested by funds: $9.41M → $11.6M (+$2.18M)

1.14% less ownership

Funds ownership: 38.31%37.17% (-1.1%)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
9
Closed
1
Calls
$1.95M
Puts
$446K
Net Calls
+$1.51M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.33M -$591K -21,136 -22%
IMC Chicago
2
IMC Chicago
Illinois
$2.1M -$2.46K -88 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.61M -$727K -26,004 -34%
Citadel Advisors
4
Citadel Advisors
Florida
$1.25M -$179K -6,392 -14%
First Manhattan
5
First Manhattan
New York
$1.25M
TFA
6
Toth Financial Advisory
Virginia
$833K +$490K +17,540 +203%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$623K -$8.05K -288 -1%
TRCT
8
Tower Research Capital (TRC)
New York
$315K -$144K -5,148 -34%
Wolverine Trading
9
Wolverine Trading
Illinois
$257K +$228K +8,140 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$250K +$220K +7,880 New
SW
11
SlateStone Wealth
Florida
$242K +$213K +7,600 New
BRC
12
Bell Rock Capital
Delaware
$127K
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$72.3K -$13.2K -472 -17%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$58.1K +$51K +1,824 New
Simplex Trading
15
Simplex Trading
Illinois
$50K +$32.4K +1,160 +271%
Citigroup
16
Citigroup
New York
$48K
AG
17
Advisor Group
Arizona
$35K -$2.57K -92 -8%
JP Morgan Chase
18
JP Morgan Chase
New York
$29K
WB
19
Webster Bank
Connecticut
$25K
CWAF
20
Core Wealth Advisors (Florida)
Florida
$23K +$20.6K +736 New
GWM
21
Geneos Wealth Management
Colorado
$22K
CAM
22
Close Asset Management
United Kingdom
$15K
IA
23
IFP Advisors
Florida
$6K
TCM
24
Tradewinds Capital Management
Washington
$3K
Morgan Stanley
25
Morgan Stanley
New York
$1K +$559 +20 New

RXL Hedge Fund Activity: Q4 2019 in Review

27 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q4 2019, worth a combined $11.6M — up 23% from $9.41M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RXL positions and 1 closed out — a net gain of 6 holders — while 2 added to existing stakes and 9 trimmed.

The largest buyer was Toth Financial Advisory, adding an estimated $490K. The largest seller was Envestnet Asset Management, cutting an estimated $727K.

  • 27 institutional investors held ProShares Ultra Health Care (RXL) as of Q4 2019, up from 21 in Q3 2019.
  • Funds reported $11.6M of ProShares Ultra Health Care stock for Q4 2019, up 23% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Health Care positions in Q4 2019 and 1 closed out, a net change of +6 holders.
  • The largest ProShares Ultra Health Care buyer in Q4 2019 was Toth Financial Advisory, an estimated $490K added.
  • The largest ProShares Ultra Health Care seller in Q4 2019 was Envestnet Asset Management, an estimated $727K sold.

Based on aggregated 13F filings for Q4 2019.