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ProShares Ultra Real Estate

25 hedge funds and large institutions have $9.16M invested in ProShares Ultra Real Estate in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

19% more funds holding

Funds holding: 2125 (+4)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

4.29% less ownership

Funds ownership: 11.82%7.53% (-4.3%)

15% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $12.3M

25% less capital invested

Capital invested by funds: $12.2M → $9.16M (-$3.04M)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
5
Closed
4
Calls
$10.5M
Puts
$12.3M
Net Calls
-$1.85M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$1.98M -$3.26K -64 -0.2%
LPL Financial
2
LPL Financial
California
$1.72M +$780K +15,288 +88%
Goldman Sachs
3
Goldman Sachs
New York
$1.06M +$772K +15,146 +300%
QIM
4
Quantitative Investment Management
Virginia
$543K +$530K +10,400 New
Simplex Trading
5
Simplex Trading
Illinois
$526K -$18.9K -370 -4%
Citadel Advisors
6
Citadel Advisors
Florida
$478K +$346K +6,792 +289%
VF
7
Virtu Financial
New York
$474K -$5.76M -112,982 -93%
VKH
8
Virtu KCG Holdings
New York
$401K +$391K +7,676 New
EWA
9
Exencial Wealth Advisors
Oklahoma
$380K
TH
10
Timber Hill
Connecticut
$318K +$310K +6,088 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$300K -$65.9K -1,292 -18%
Morgan Stanley
12
Morgan Stanley
New York
$299K +$258K +5,058 +764%
Millennium Management
13
Millennium Management
New York
$219K +$214K +4,196 New
BlackRock
14
BlackRock
New York
$137K +$134K +2,626 New
UBS Group
15
UBS Group
Switzerland
$104K -$51.5K -1,010 -34%
Bank of America
16
Bank of America
North Carolina
$96K
Creative Planning
17
Creative Planning
Kansas
$62K +$40.8K +800 +211%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$21K
WAM
19
Wolverine Asset Management
Illinois
$20K +$20.4K +400 New
IA
20
IFP Advisors
Florida
$10K +$10.2K +200 New
BAM
21
Barrett Asset Management
New York
$7K
ASN
22
Advisory Services Network
Georgia
$3K
WA
23
WFG Advisors
Texas
$2K
TRCT
24
Tower Research Capital (TRC)
New York
-$1.85M -40,138 Closed
Citigroup
25
Citigroup
New York
-$289K -6,266 Closed

URE Hedge Fund Activity: Q4 2015 in Review

25 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q4 2015, worth a combined $9.16M — down 25% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new URE positions and 4 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $780K. The largest seller was Virtu Financial, cutting an estimated $5.76M.

  • 25 institutional investors held ProShares Ultra Real Estate (URE) as of Q4 2015, up from 21 in Q3 2015.
  • Funds reported $9.16M of ProShares Ultra Real Estate stock for Q4 2015, down 25% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Real Estate positions in Q4 2015 and 4 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Real Estate buyer in Q4 2015 was LPL Financial, an estimated $780K added.
  • The largest ProShares Ultra Real Estate seller in Q4 2015 was Virtu Financial, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2015.