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ProShares Ultra Utilities

13 hedge funds and large institutions have $12.8M invested in ProShares Ultra Utilities in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233.36% more ownership

Funds ownership: 229%462.36% (+233%)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

108% more capital invested

Capital invested by funds: $6.16M → $12.8M (+$6.64M)

0% more funds holding

Funds holding: 1313 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
13
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
2
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
$4.32M +$2.81M +329,712 +152%
Goldman Sachs
2
Goldman Sachs
New York
$3.33M +$1.32M +154,188 +58%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.33M +$2.52M +294,924 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.58M +$1.7M +199,572 New
VKH
5
Virtu KCG Holdings
New York
$430K +$215K +25,152 +86%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$398K -$5.12K -600 -1%
Jane Street
7
Jane Street
New York
$314K +$339K +39,696 New
UBS Group
8
UBS Group
Switzerland
$43K +$35.6K +4,176 +325%
TRCT
9
Tower Research Capital (TRC)
New York
$37K +$39.9K +4,680 New
Creative Planning
10
Creative Planning
Kansas
$9K +$5.12K +600 +100%
Citigroup
11
Citigroup
New York
$9K +$10K +1,176 New
Verition Fund Management
12
Verition Fund Management
Connecticut
-$451K -50,316 Closed
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
-$442K -49,260 Closed
CGT
14
Capital Guardian Trust
California
-$161K -18,000 Closed
S
15
SignatureFD
Georgia
-$25K -2,748 Closed
Wells Fargo
16
Wells Fargo
California
-$10.2K -1,200 -99%
PFG
17
Piershale Financial Group
Illinois
-$4K -492 Closed

UPW Hedge Fund Activity: Q1 2015 in Review

13 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q1 2015, worth a combined $12.8M — up 108% from $6.16M a quarter earlier.

Fund positioning in UPW was balanced in Q1 2015: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.81M. The largest seller was Verition Fund Management, exiting entirely with an estimated $451K sold.

  • 13 institutional investors held ProShares Ultra Utilities (UPW) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $12.8M of ProShares Ultra Utilities stock for Q1 2015, up 108% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Utilities positions in Q1 2015 and 5 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Utilities buyer in Q1 2015 was Susquehanna International Group, an estimated $2.81M added.
  • The largest ProShares Ultra Utilities seller in Q1 2015 was Verition Fund Management, an estimated $451K sold.

Based on aggregated 13F filings for Q1 2015.