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ProShares Ultra Real Estate

27 hedge funds and large institutions have $21.4M invested in ProShares Ultra Real Estate in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

87% more capital invested

Capital invested by funds: $11.5M → $21.4M (+$9.95M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

49% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $7.92M

8% more funds holding

Funds holding: 2527 (+2)

7.5% more ownership

Funds ownership: 10.81%18.32% (+7.5%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
3
Closed
4
Calls
$11.8M
Puts
$7.92M
Net Calls
+$3.9M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$6.58M +$3.87M +67,384 +190%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.91M +$3.17M +55,252 +938%
TRCT
3
Tower Research Capital (TRC)
New York
$1.89M +$410K +7,144 +32%
Simplex Trading
4
Simplex Trading
Illinois
$1.71M +$41.5K +722 +3%
TFA
5
Toth Financial Advisory
Virginia
$1.59M +$46.5K +810 +3%
Goldman Sachs
6
Goldman Sachs
New York
$1.3M +$10.4K +182 +0.9%
Citadel Advisors
7
Citadel Advisors
Florida
$870K +$781K +13,596 New
LPL Financial
8
LPL Financial
California
$668K -$896K -15,606 -60%
VKH
9
Virtu KCG Holdings
New York
$495K +$444K +7,728 New
EWA
10
Exencial Wealth Advisors
Oklahoma
$493K
Barclays
11
Barclays
United Kingdom
$490K +$128K +2,232 +41%
QIM
12
Quantitative Investment Management
Virginia
$371K -$11.5K -200 -3%
Jane Street
13
Jane Street
New York
$270K +$242K +4,220 New
GWM
14
Geneos Wealth Management
Colorado
$175K +$17K +296 +12%
BlackRock
15
BlackRock
New York
$168K
Bank of America
16
Bank of America
North Carolina
$122K -$19.3K -336 -15%
Morgan Stanley
17
Morgan Stanley
New York
$92K +$39K +680 +90%
ASN
18
Advisory Services Network
Georgia
$79K +$67.5K +1,176 +2,178%
CG
19
Cutler Group
California
$53K +$47.7K +830 New
Creative Planning
20
Creative Planning
Kansas
$51K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$26K
CFA
22
Carroll Financial Associates
North Carolina
$14K +$13.2K +230 New
IA
23
IFP Advisors
Florida
$13K +$11.5K +200 New
BAM
24
Barrett Asset Management
New York
$8K
VNA
25
Valley National Advisers
Pennsylvania
$4K

URE Hedge Fund Activity: Q2 2016 in Review

27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q2 2016, worth a combined $21.4M — up 87% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new URE positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Virtu Financial, adding an estimated $3.87M. The largest seller was LPL Financial, cutting an estimated $896K.

  • 27 institutional investors held ProShares Ultra Real Estate (URE) as of Q2 2016, up from 25 in Q1 2016.
  • Funds reported $21.4M of ProShares Ultra Real Estate stock for Q2 2016, up 87% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Real Estate positions in Q2 2016 and 4 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Real Estate buyer in Q2 2016 was Virtu Financial, an estimated $3.87M added.
  • The largest ProShares Ultra Real Estate seller in Q2 2016 was LPL Financial, an estimated $896K sold.

Based on aggregated 13F filings for Q2 2016.