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ProShares Ultra Real Estate

20 hedge funds and large institutions have $11.8M invested in ProShares Ultra Real Estate in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $9.96M → $11.8M (+$1.88M)

0.7% less ownership

Funds ownership: 9.07%8.37% (-0.7%)

17% less funds holding

Funds holding: 2420 (-4)

17% less call options, than puts

Call options by funds: $502K | Put options by funds: $608K

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
5
Closed
7
Calls
$502K
Puts
$608K
Net Calls
-$106K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$5.81M +$5.21M +76,363 New
Citadel Advisors
2
Citadel Advisors
Florida
$2.98M -$837K -12,282 -24%
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$600K
Jane Street
4
Jane Street
New York
$508K +$456K +6,685 New
TFA
5
Toth Financial Advisory
Virginia
$456K
VF
6
Virtu Financial
New York
$429K -$862K -12,641 -69%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$335K -$3.32M -48,668 -92%
UBS Group
8
UBS Group
Switzerland
$201K -$9.88K -145 -5%
Morgan Stanley
9
Morgan Stanley
New York
$174K -$82.9K -1,216 -35%
Barclays
10
Barclays
United Kingdom
$119K +$8.18K +120 +8%
IWA
11
Intercontinental Wealth Advisors
Texas
$87K
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$46K
Simplex Trading
13
Simplex Trading
Illinois
$26K +$24.1K +353 New
CFD
14
Creative Financial Designs
Indiana
$24K
NFG
15
Next Financial Group
Texas
$12K
NFH
16
NEXT Financial Holdings
Texas
$12K +$10.5K +154 New
BAM
17
Barrett Asset Management
New York
$8K +$68 +1 +1%
CFA
18
Carroll Financial Associates
North Carolina
$6K
VNA
19
Valley National Advisers
Pennsylvania
$5K
TRCT
20
Tower Research Capital (TRC)
New York
-$1.18M -21,069 Closed
HF
21
HRT Financial
New York
-$212K -3,792 Closed
VCM
22
Virtue Capital Management
Tennessee
-$203K -3,631 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
-$72K -1,294 Closed
ASN
24
Advisory Services Network
Georgia
-$56K -1,004 Closed
CG
25
Cutler Group
California
-$2.59K -38 Closed

URE Hedge Fund Activity: Q1 2019 in Review

20 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q1 2019, worth a combined $11.8M — up 19% from $9.96M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of URE and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $5.21M. The largest seller was Susquehanna International Group, cutting an estimated $3.32M.

  • 20 institutional investors held ProShares Ultra Real Estate (URE) as of Q1 2019, down from 24 in Q4 2018.
  • Funds reported $11.8M of ProShares Ultra Real Estate stock for Q1 2019, up 19% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Real Estate positions in Q1 2019 and 7 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Real Estate buyer in Q1 2019 was Geneos Wealth Management, an estimated $5.21M added.
  • The largest ProShares Ultra Real Estate seller in Q1 2019 was Susquehanna International Group, an estimated $3.32M sold.

Based on aggregated 13F filings for Q1 2019.