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ProShares Ultra Real Estate

22 hedge funds and large institutions have $15.4M invested in ProShares Ultra Real Estate in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

22% more funds holding

Funds holding: 1822 (+4)

8% more capital invested

Capital invested by funds: $14.2M → $15.4M (+$1.19M)

2.03% less ownership

Funds ownership: 10.41%8.38% (-2%)

11% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.37M

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
5
Closed
1
Calls
$1.22M
Puts
$1.37M
Net Calls
-$157K
Net Calls Change
+$284K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$6.25M -$709K -8,580 -11%
Citadel Advisors
2
Citadel Advisors
Florida
$2.46M -$344K -4,159 -13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.11M +$153K +1,854 +8%
TRCT
4
Tower Research Capital (TRC)
New York
$1.11M -$429K -5,195 -29%
WAM
5
Wealthspire Advisors (Maryland)
Maryland
$689K
Jane Street
6
Jane Street
New York
$662K -$485K -5,869 -44%
VF
7
Virtu Financial
New York
$571K +$540K +6,534 New
TFA
8
Toth Financial Advisory
Virginia
$525K
UBS Group
9
UBS Group
Switzerland
$307K +$284K +3,434 +4,518%
CL
10
Cabana LLC
Arkansas
$298K +$282K +3,410 New
Morgan Stanley
11
Morgan Stanley
New York
$181K
Barclays
12
Barclays
United Kingdom
$136K
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$53K
CFD
14
Creative Financial Designs
Indiana
$19K -$8.26K -100 -31%
CG
15
Cutler Group
California
$17K +$16.4K +199 New
NFG
16
Next Financial Group
Texas
$13K
BAM
17
Barrett Asset Management
New York
$9K +$83 +1 +1%
VNA
18
Valley National Advisers
Pennsylvania
$5K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4K +$4.13K +50 New
Bank of America
20
Bank of America
North Carolina
$2K
CFA
21
Carroll Financial Associates
North Carolina
$2K
Wells Fargo
22
Wells Fargo
California
+$83 +1 New

URE Hedge Fund Activity: Q3 2019 in Review

22 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q3 2019, worth a combined $15.4M — up 8.3% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new URE positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $540K. The largest seller was Geneos Wealth Management, cutting an estimated $709K.

  • 22 institutional investors held ProShares Ultra Real Estate (URE) as of Q3 2019, up from 18 in Q2 2019.
  • Funds reported $15.4M of ProShares Ultra Real Estate stock for Q3 2019, up 8.3% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Real Estate positions in Q3 2019 and 1 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Real Estate buyer in Q3 2019 was Virtu Financial, an estimated $540K added.
  • The largest ProShares Ultra Real Estate seller in Q3 2019 was Geneos Wealth Management, an estimated $709K sold.

Based on aggregated 13F filings for Q3 2019.