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ProShares Ultra Real Estate

21 hedge funds and large institutions have $12.2M invested in ProShares Ultra Real Estate in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $8.91M

4.24% less ownership

Funds ownership: 16.05%11.82% (-4.2%)

13% less funds holding

Funds holding: 2421 (-3)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

35% less capital invested

Capital invested by funds: $18.9M → $12.2M (-$6.68M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
Closed
5
Calls
$15.3M
Puts
$8.91M
Net Calls
+$6.42M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$5.63M -$3M -62,184 -34%
TRCT
2
Tower Research Capital (TRC)
New York
$1.85M +$941K +19,520 +95%
TFA
3
Toth Financial Advisory
Virginia
$1.75M -$55.8K -1,158 -3%
LPL Financial
4
LPL Financial
California
$849K -$78.6K -1,630 -9%
Simplex Trading
5
Simplex Trading
Illinois
$482K +$373K +7,732 +284%
EWA
6
Exencial Wealth Advisors
Oklahoma
$355K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$324K -$3.47M -71,892 -91%
Citigroup
8
Citigroup
New York
$289K +$290K +6,020 +2,447%
Goldman Sachs
9
Goldman Sachs
New York
$233K -$185K -3,832 -43%
UBS Group
10
UBS Group
Switzerland
$139K +$65.2K +1,352 +82%
Citadel Advisors
11
Citadel Advisors
Florida
$108K +$12.3K +256 +12%
Bank of America
12
Bank of America
North Carolina
$85K
Morgan Stanley
13
Morgan Stanley
New York
$31K -$18K -374 -36%
BAM
14
Brave Asset Management
New Jersey
$28K
Creative Planning
15
Creative Planning
Kansas
$18K +$18.3K +380 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$18K +$19.3K +400 New
BAM
17
Barrett Asset Management
New York
$6K +$96 +2 +2%
ASN
18
Advisory Services Network
Georgia
$3K -$36.1K -748 -93%
KCM
19
Karp Capital Management
California
$2K
WA
20
WFG Advisors
Texas
$2K
Jane Street
21
Jane Street
New York
-$964K -20,000 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-$322K -6,944 Closed
TH
23
Timber Hill
Connecticut
-$211K -4,562 Closed
VKH
24
Virtu KCG Holdings
New York
-$209K -4,520 Closed
WRM
25
Westport Resources Management
Connecticut
-$19K -400 Closed

URE Hedge Fund Activity: Q3 2015 in Review

21 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q3 2015, worth a combined $12.2M — down 35% from $18.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of URE and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $941K. The largest seller was Susquehanna International Group, cutting an estimated $3.47M.

  • 21 institutional investors held ProShares Ultra Real Estate (URE) as of Q3 2015, down from 24 in Q2 2015.
  • Funds reported $12.2M of ProShares Ultra Real Estate stock for Q3 2015, down 35% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra Real Estate positions in Q3 2015 and 5 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Real Estate buyer in Q3 2015 was Tower Research Capital (TRC), an estimated $941K added.
  • The largest ProShares Ultra Real Estate seller in Q3 2015 was Susquehanna International Group, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2015.