ProShares Ultra Utilities
16 hedge funds and large institutions have $10.5M invested in ProShares Ultra Utilities in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
132% more capital invested
Capital invested by funds: $4.54M → $10.5M (+$6M)
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
77.93% more ownership
Funds ownership: 108.75% → 186.67% (+78%)
45% more funds holding
Funds holding: 11 → 16 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.48M |
| 2 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$1.12M |
| 3 |
VEA
Virtus ETF Advisers
New York
|
+$905K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$713K |
| 5 |
Jane Street
New York
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$318K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$316K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$20.3K |
UPW Hedge Fund Activity: Q4 2017 in Review
16 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q4 2017, worth a combined $10.5M — up 132% from $4.54M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UPW positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.48M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $318K sold.
- 16 institutional investors held ProShares Ultra Utilities (UPW) as of Q4 2017, up from 11 in Q3 2017.
- Funds reported $10.5M of ProShares Ultra Utilities stock for Q4 2017, up 132% quarter-over-quarter.
- 6 funds opened new ProShares Ultra Utilities positions in Q4 2017 and 1 closed out, a net change of +5 holders.
- The largest ProShares Ultra Utilities buyer in Q4 2017 was Envestnet Asset Management, an estimated $3.48M added.
- The largest ProShares Ultra Utilities seller in Q4 2017 was Koshinski Asset Management, an estimated $318K sold.
Based on aggregated 13F filings for Q4 2017.