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ProShares Ultra Semiconductors

27 hedge funds and large institutions have $14.1M invested in ProShares Ultra Semiconductors in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $1.53M

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $10.7M → $14.1M (+$3.34M)

4% more funds holding

Funds holding: 2627 (+1)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

162.07% less ownership

Funds ownership: 188.46%26.39% (-162%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
8
Closed
5
Calls
$3.38M
Puts
$1.53M
Net Calls
+$1.85M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$5.45M +$4.37M +754,184 New
TA
2
Tactive Advisors
Florida
$2.63M +$2.1M +363,360 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$965K -$102K -17,676 -12%
TRCT
4
Tower Research Capital (TRC)
New York
$688K -$984K -169,932 -64%
RPCONE
5
Retirement Planning Company of New England
Rhode Island
$678K -$3.82K -660 -0.7%
William Blair & Company
6
William Blair & Company
Illinois
$541K
Jane Street
7
Jane Street
New York
$511K -$102K -17,596 -20%
Goldman Sachs
8
Goldman Sachs
New York
$463K +$35.9K +6,196 +11%
UAML
9
US Asset Management LLC
Pennsylvania
$372K -$3.96K -684 -1%
IMC Chicago
10
IMC Chicago
Illinois
$357K -$53.3K -9,200 -16%
VFA
11
Valeo Financial Advisors
Indiana
$267K +$214K +36,960 New
JP Morgan Chase
12
JP Morgan Chase
New York
$250K +$16.9K +2,916 +9%
BMC
13
Beaton Management Company
Massachusetts
$216K +$173K +29,920 New
PFA
14
Plotkin Financial Advisors
Maryland
$210K +$168K +29,008 New
BAM
15
Belpointe Asset Management
Nevada
$162K -$12.6K -2,168 -9%
Simplex Trading
16
Simplex Trading
Illinois
$130K +$104K +18,032 New
SWM
17
Spire Wealth Management
Virginia
$66.4K +$40.1K +6,920 +306%
Citigroup
18
Citigroup
New York
$29.5K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$28K
Citadel Advisors
20
Citadel Advisors
Florida
$24.9K -$776K -133,984 -97%
AIP
21
Ahrens Investment Partners
Louisiana
$14.5K +$11.6K +2,000 New
CG
22
Cutler Group
California
$8K +$6.93K +1,196 +29,900%
Morgan Stanley
23
Morgan Stanley
New York
$6.74K
ASN
24
Advisory Services Network
Georgia
$6.1K
TF
25
TimeScale Financial
Massachusetts
$3.63K

USD Hedge Fund Activity: Q1 2023 in Review

27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Semiconductors (USD) for Q1 2023, worth a combined $14.1M — up 31% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USD positions and 5 closed out — a net gain of 2 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $4.37M. The largest seller was EFG Asset Management, exiting entirely with an estimated $3.05M sold.

  • 27 institutional investors held ProShares Ultra Semiconductors (USD) as of Q1 2023, up from 26 in Q4 2022.
  • Funds reported $14.1M of ProShares Ultra Semiconductors stock for Q1 2023, up 31% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Semiconductors positions in Q1 2023 and 5 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Semiconductors buyer in Q1 2023 was Integrated Wealth Concepts, an estimated $4.37M added.
  • The largest ProShares Ultra Semiconductors seller in Q1 2023 was EFG Asset Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2023.