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ProShares Ultra Real Estate

18 hedge funds and large institutions have $6.68M invested in ProShares Ultra Real Estate in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.22% less ownership

Funds ownership: 10.72%7.5% (-3.2%)

25% less funds holding

Funds holding: 2418 (-6)

25% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $7.49M

33% less capital invested

Capital invested by funds: $9.98M → $6.68M (-$3.3M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
18
Holders Change
-6
Holders Change %
-25%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
5
Closed
9
Calls
$5.6M
Puts
$7.49M
Net Calls
-$1.89M
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.06M +$880K +14,978 +78%
TFA
2
Toth Financial Advisory
Virginia
$1.5M
Wolverine Trading
3
Wolverine Trading
Illinois
$731K +$719K +12,252 New
Citadel Advisors
4
Citadel Advisors
Florida
$621K +$381K +6,494 +170%
WAM
5
Wealthspire Advisors (Maryland)
Maryland
$475K -$3.05K -52 -0.7%
VF
6
Virtu Financial
New York
$389K -$1.01M -17,280 -73%
TRCT
7
Tower Research Capital (TRC)
New York
$274K -$1.73M -29,476 -87%
UBS Group
8
UBS Group
Switzerland
$242K +$236K +4,012 New
Morgan Stanley
9
Morgan Stanley
New York
$202K +$79.4K +1,352 +68%
Barclays
10
Barclays
United Kingdom
$87K
Creative Planning
11
Creative Planning
Kansas
$48K
AG
12
Advisor Group
Arizona
$25K -$4.58K -78 -16%
CFD
13
Creative Financial Designs
Indiana
$12K +$11.7K +200 New
BAM
14
Barrett Asset Management
New York
$8K
CFA
15
Carroll Financial Associates
North Carolina
$4K
VNA
16
Valley National Advisers
Pennsylvania
$4K
Goldman Sachs
17
Goldman Sachs
New York
-$1.11M -19,398 Closed
TH
18
Timber Hill
Connecticut
-$525K -9,196 Closed
EWA
19
Exencial Wealth Advisors
Oklahoma
-$440K -7,700 Closed
VKH
20
Virtu KCG Holdings
New York
-$410K -7,182 Closed
LPL Financial
21
LPL Financial
California
-$392K -6,816 Closed
CS
22
Credit Suisse
Switzerland
-$240K -4,200 Closed
Wells Fargo
23
Wells Fargo
California
-$58.7K -1,000 -100%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
-$23K -400 Closed
NFG
25
Next Financial Group
Texas
-$9K -154 Closed

URE Hedge Fund Activity: Q1 2017 in Review

18 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q1 2017, worth a combined $6.68M — down 33% from $9.98M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of URE and 3 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, adding an estimated $880K. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.73M.

  • 18 institutional investors held ProShares Ultra Real Estate (URE) as of Q1 2017, down from 24 in Q4 2016.
  • Funds reported $6.68M of ProShares Ultra Real Estate stock for Q1 2017, down 33% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Real Estate positions in Q1 2017 and 9 closed out, a net change of -6 holders.
  • The largest ProShares Ultra Real Estate buyer in Q1 2017 was Susquehanna International Group, an estimated $880K added.
  • The largest ProShares Ultra Real Estate seller in Q1 2017 was Tower Research Capital (TRC), an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2017.