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ProShares Ultra Real Estate

27 hedge funds and large institutions have $12.1M invested in ProShares Ultra Real Estate in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.79M

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

6.58% less ownership

Funds ownership: 18.32%11.74% (-6.6%)

44% less capital invested

Capital invested by funds: $21.4M → $12.1M (-$9.35M)

Holders
27
Holders Change
Holders Change %
0%
% 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
6
Reduced
6
Closed
5
Calls
$2.72M
Puts
$1.79M
Net Calls
+$925K
Net Calls Change
-$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.79M -$2.08M -32,186 -53%
TFA
2
Toth Financial Advisory
Virginia
$1.54M
Goldman Sachs
3
Goldman Sachs
New York
$1.35M +$101K +1,558 +8%
TRCT
4
Tower Research Capital (TRC)
New York
$1.06M -$800K -12,378 -42%
Citadel Advisors
5
Citadel Advisors
Florida
$893K +$55.3K +856 +6%
QIM
6
Quantitative Investment Management
Virginia
$840K +$504K +7,800 +134%
WAM
7
Wealthspire Advisors (Maryland)
Maryland
$780K +$816K +12,624 New
TH
8
Timber Hill
Connecticut
$633K +$662K +10,240 New
VF
9
Virtu Financial
New York
$579K -$6.04M -93,498 -91%
LPL Financial
10
LPL Financial
California
$537K -$70.6K -1,092 -11%
VKH
11
Virtu KCG Holdings
New York
$510K +$33.7K +522 +7%
EWA
12
Exencial Wealth Advisors
Oklahoma
$429K
Morgan Stanley
13
Morgan Stanley
New York
$343K +$266K +4,112 +287%
UBS Group
14
UBS Group
Switzerland
$173K +$181K +2,800 New
Barclays
15
Barclays
United Kingdom
$164K -$323K -5,000 -65%
BlackRock
16
BlackRock
New York
$162K
Creative Planning
17
Creative Planning
Kansas
$75K +$26.5K +410 +51%
ASN
18
Advisory Services Network
Georgia
$67K -$9.7K -150 -12%
Wells Fargo
19
Wells Fargo
California
$62K +$64.6K +1,000 New
CG
20
Cutler Group
California
$51K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$25K
IA
22
IFP Advisors
Florida
$12K
NFG
23
Next Financial Group
Texas
$10K +$9.95K +154 New
BAM
24
Barrett Asset Management
New York
$8K
VNA
25
Valley National Advisers
Pennsylvania
$4K

URE Hedge Fund Activity: Q3 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 Q3 2016, worth a combined $12.1M — down 44% from $21.4M a quarter earlier.

Fund positioning in URE was balanced in Q3 2016: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was Wealthspire Advisors (Maryland), opening a new position worth an estimated $816K. The largest seller was Virtu Financial, cutting an estimated $6.04M.

  • 27 institutional investors held ProShares Ultra Real Estate (URE) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $12.1M of ProShares Ultra Real Estate stock for Q3 2016, down 44% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Real Estate positions in Q3 2016 and 5 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Real Estate buyer in Q3 2016 was Wealthspire Advisors (Maryland), an estimated $816K added.
  • The largest ProShares Ultra Real Estate seller in Q3 2016 was Virtu Financial, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2016.