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ProShares Ultra Health Care

19 hedge funds and large institutions have $7.19M invested in ProShares Ultra Health Care in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3.22% less ownership

Funds ownership: 20.33%17.12% (-3.2%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

27% less capital invested

Capital invested by funds: $9.91M → $7.19M (-$2.72M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
4
Closed
4
Calls
Puts
$205K
Net Calls
-$205K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
1
IMC Chicago
Illinois
$1.62M +$1.67M +38,022 New
First Manhattan
2
First Manhattan
New York
$1.28M
Citadel Advisors
3
Citadel Advisors
Florida
$1.15M +$278K +6,356 +31%
PFA
4
Plotkin Financial Advisors
Maryland
$832K +$15.9K +364 +2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$601K -$1.18M -26,874 -66%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$391K -$720K -16,450 -64%
TFA
7
Toth Financial Advisory
Virginia
$381K
IA
8
IFP Advisors
Florida
$284K +$279K +6,374 New
Osaic Holdings
9
Osaic Holdings
Arizona
$196K -$2.04M -46,510 -91%
CIAS
10
Capital Investment Advisory Services
North Carolina
$148K +$350 +8 +0.2%
BC
11
Bartlett & Co
Ohio
$78K
BCWM
12
Bartlett & Co Wealth Management
Ohio
$78K
JP Morgan Chase
13
JP Morgan Chase
New York
$39K +$40.1K +916 New
AF
14
Allworth Financial
California
$34.9K
WB
15
Webster Bank
Connecticut
$34.2K
Citigroup
16
Citigroup
New York
$13.7K
BTI
17
Blue Trust Inc
Georgia
$10K +$8.94K +204 New
HFS
18
Hantz Financial Services
Michigan
$9K
HNB
19
Huntington National Bank
Ohio
$8.55K
Simplex Trading
20
Simplex Trading
Illinois
$3K -$19.8K -452 -85%
Wells Fargo
21
Wells Fargo
California
$26 -$88 -2 Closed
MCC
22
Money Concepts Capital
Florida
-$63.3K -1,340 Closed
CAS
23
Coppell Advisory Solutions
Texas
-$54.4K -1,152 Closed
CASC
24
Coppell Advisory Solutions Corp
Texas
-$54.4K -1,152 Closed

RXL Hedge Fund Activity: Q1 2023 in Review

19 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q1 2023, worth a combined $7.19M — down 27% from $9.91M a quarter earlier.

Fund positioning in RXL was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 4 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $1.67M. The largest seller was Osaic Holdings, cutting an estimated $2.04M.

  • 19 institutional investors held ProShares Ultra Health Care (RXL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $7.19M of ProShares Ultra Health Care stock for Q1 2023, down 27% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Health Care positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Health Care buyer in Q1 2023 was IMC Chicago, an estimated $1.67M added.
  • The largest ProShares Ultra Health Care seller in Q1 2023 was Osaic Holdings, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2023.