We are live on ! Find out more
URE icon

ProShares Ultra Real Estate

24 hedge funds and large institutions have $9.98M invested in ProShares Ultra Real Estate in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $9.15M | Put options by funds: $6.04M

1.02% less ownership

Funds ownership: 11.74%10.72% (-1%)

11% less funds holding

Funds holding: 2724 (-3)

18% less capital invested

Capital invested by funds: $12.1M → $9.98M (-$2.12M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
6
Calls
$9.15M
Puts
$6.04M
Net Calls
+$3.11M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
1
Tower Research Capital (TRC)
New York
$1.94M +$925K +16,852 +98%
TFA
2
Toth Financial Advisory
Virginia
$1.42M
VF
3
Virtu Financial
New York
$1.36M +$789K +14,382 +154%
Goldman Sachs
4
Goldman Sachs
New York
$1.11M -$134K -2,440 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.1M -$536K -9,772 -34%
TH
6
Timber Hill
Connecticut
$525K -$57.3K -1,044 -10%
WAM
7
Wealthspire Advisors (Maryland)
Maryland
$453K -$257K -4,688 -37%
EWA
8
Exencial Wealth Advisors
Oklahoma
$440K
VKH
9
Virtu KCG Holdings
New York
$410K -$58.6K -1,068 -13%
LPL Financial
10
LPL Financial
California
$392K -$134K -2,438 -26%
CS
11
Credit Suisse
Switzerland
$240K +$230K +4,200 New
Citadel Advisors
12
Citadel Advisors
Florida
$218K -$583K -10,634 -74%
Morgan Stanley
13
Morgan Stanley
New York
$114K -$194K -3,542 -64%
Barclays
14
Barclays
United Kingdom
$82K -$66.8K -1,218 -46%
Wells Fargo
15
Wells Fargo
California
$57K +$110 +2 +0.2%
Creative Planning
16
Creative Planning
Kansas
$46K -$22.5K -410 -34%
AG
17
Advisor Group
Arizona
$28K +$27.3K +498 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$23K
NFG
19
Next Financial Group
Texas
$9K
BAM
20
Barrett Asset Management
New York
$7K +$110 +2 +2%
VNA
21
Valley National Advisers
Pennsylvania
$4K
CFA
22
Carroll Financial Associates
North Carolina
$4K +$4.39K +80 New
Bank of America
23
Bank of America
North Carolina
$2K +$2.19K +40 New
QIM
24
Quantitative Investment Management
Virginia
-$840K -13,600 Closed
UBS Group
25
UBS Group
Switzerland
-$173K -2,800 Closed

URE Hedge Fund Activity: Q4 2016 in Review

24 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q4 2016, worth a combined $9.98M — down 18% from $12.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of URE and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $925K. The largest seller was Quantitative Investment Management, exiting entirely with an estimated $840K sold.

  • 24 institutional investors held ProShares Ultra Real Estate (URE) as of Q4 2016, down from 27 in Q3 2016.
  • Funds reported $9.98M of ProShares Ultra Real Estate stock for Q4 2016, down 18% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Real Estate positions in Q4 2016 and 6 closed out, a net change of -2 holders.
  • The largest ProShares Ultra Real Estate buyer in Q4 2016 was Tower Research Capital (TRC), an estimated $925K added.
  • The largest ProShares Ultra Real Estate seller in Q4 2016 was Quantitative Investment Management, an estimated $840K sold.

Based on aggregated 13F filings for Q4 2016.