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ProShares Ultra Real Estate

20 hedge funds and large institutions have $6.78M invested in ProShares Ultra Real Estate in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4.46% less ownership

Funds ownership: 9.97%5.51% (-4.5%)

5% less funds holding

Funds holding: 2120 (-1)

50% less call options, than puts

Call options by funds: $471K | Put options by funds: $941K

57% less capital invested

Capital invested by funds: $15.8M → $6.78M (-$8.97M)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
2
Closed
5
Calls
$471K
Puts
$941K
Net Calls
-$470K
Net Calls Change
+$593K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.27M +$1.21M +12,690 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.08M +$651K +6,831 +172%
IWA
3
Intercontinental Wealth Advisors
Texas
$864K
Jane Street
4
Jane Street
New York
$858K +$817K +8,570 New
SCA
5
Snowden Capital Advisors
New York
$724K +$690K +7,240 New
TFA
6
Toth Financial Advisory
Virginia
$601K
UBS Group
7
UBS Group
Switzerland
$269K +$85.3K +894 +50%
WANY
8
Wealthspire Advisors (New York)
New York
$233K -$30.2K -317 -12%
BAM
9
Belpointe Asset Management
Nevada
$207K +$198K +2,071 New
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$184K +$74.6K +782 +74%
Osaic Holdings
11
Osaic Holdings
Arizona
$147K +$42.9K +450 +44%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$120K
SWM
13
Spire Wealth Management
Virginia
$80K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$41K +$39.1K +410 New
JEST
15
JTC Employer Solutions Trustee
Jersey
$36K
Citigroup
16
Citigroup
New York
$20K
Morgan Stanley
17
Morgan Stanley
New York
$16K -$8.01K -84 -35%
GWS
18
Glassman Wealth Services
Virginia
$16K
COCM
19
Charter Oak Capital Management
New Hampshire
$6K
VNA
20
Valley National Advisers
Pennsylvania
$6K
GWM
21
Geneos Wealth Management
Colorado
-$8.1M -69,721 Closed
ACP
22
Aveo Capital Partners
Colorado
-$4.15M -35,696 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-$201K -1,731 Closed
BAM
24
Barrett Asset Management
New York
-$12K -104 Closed
Wells Fargo
25
Wells Fargo
California
-$95 -1 Closed

URE Hedge Fund Activity: Q1 2022 in Review

20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q1 2022, worth a combined $6.78M — down 57% from $15.8M a quarter earlier.

Fund positioning in URE was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.21M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $8.1M sold.

  • 20 institutional investors held ProShares Ultra Real Estate (URE) as of Q1 2022, down from 21 in Q4 2021.
  • Funds reported $6.78M of ProShares Ultra Real Estate stock for Q1 2022, down 57% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Real Estate positions in Q1 2022 and 5 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Real Estate buyer in Q1 2022 was Citadel Advisors, an estimated $1.21M added.
  • The largest ProShares Ultra Real Estate seller in Q1 2022 was Geneos Wealth Management, an estimated $8.1M sold.

Based on aggregated 13F filings for Q1 2022.