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ProShares Ultra Real Estate

27 hedge funds and large institutions have $9.7M invested in ProShares Ultra Real Estate in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.12% less ownership

Funds ownership: 9.63%6.51% (-3.1%)

4% less funds holding

Funds holding: 2827 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

27% less call options, than puts

Call options by funds: $2.72M | Put options by funds: $3.71M

29% less capital invested

Capital invested by funds: $13.7M → $9.7M (-$3.98M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
6
Calls
$2.72M
Puts
$3.71M
Net Calls
-$987K
Net Calls Change
-$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$2.25M +$571 +10 +0%
CT
2
CMT Trading
Illinois
$1.28M +$48.7K +852 +4%
LPL Financial
3
LPL Financial
California
$1.13M +$148K +2,590 +15%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.05M +$1.06M +18,532 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$886K +$892K +15,614 New
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$456K -$14.9K -260 -3%
EWA
7
Exencial Wealth Advisors
Oklahoma
$421K
Franklin Resources
8
Franklin Resources
California
$420K
QIM
9
Quantitative Investment Management
Virginia
$351K +$354K +6,200 New
Goldman Sachs
10
Goldman Sachs
New York
$322K -$39.7K -694 -11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$224K -$15.9K -278 -7%
VKH
12
Virtu KCG Holdings
New York
$203K +$205K +3,582 New
UBS Group
13
UBS Group
Switzerland
$179K -$7.88K -138 -4%
ASN
14
Advisory Services Network
Georgia
$125K -$60.6K -1,060 -33%
Bank of America
15
Bank of America
North Carolina
$104K -$13K -228 -11%
Citadel Advisors
16
Citadel Advisors
Florida
$89K -$747K -13,078 -89%
Morgan Stanley
17
Morgan Stanley
New York
$65K -$347K -6,066 -84%
BAM
18
Brave Asset Management
New Jersey
$34K
Creative Planning
19
Creative Planning
Kansas
$33K +$11.4K +200 +53%
WRM
20
Westport Resources Management
Connecticut
$23K
Citigroup
21
Citigroup
New York
$18K +$12.7K +222 +247%
Simplex Trading
22
Simplex Trading
Illinois
$13K +$13.6K +238 New
BAM
23
Barrett Asset Management
New York
$7K
KCM
24
Karp Capital Management
California
$2K
WA
25
WFG Advisors
Texas
$2K

URE Hedge Fund Activity: Q1 2015 in Review

27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q1 2015, worth a combined $9.7M — down 29% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of URE and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.06M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $3.19M sold.

  • 27 institutional investors held ProShares Ultra Real Estate (URE) as of Q1 2015, down from 28 in Q4 2014.
  • Funds reported $9.7M of ProShares Ultra Real Estate stock for Q1 2015, down 29% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Real Estate positions in Q1 2015 and 6 closed out, a net change of -1 holder.
  • The largest ProShares Ultra Real Estate buyer in Q1 2015 was Susquehanna International Group, an estimated $1.06M added.
  • The largest ProShares Ultra Real Estate seller in Q1 2015 was Tower Research Capital (TRC), an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2015.