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ProShares Ultra Dow30
DDM

46 hedge funds and large institutions have $38.9M invested in ProShares Ultra Dow30 in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $4.69M | Put options by funds: $2.11M

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

35% more capital invested

Capital invested by funds: $28.9M → $38.9M (+$10M)

15% more funds holding

Funds holding: 40 → 46 (+6)

1.77% more ownership

Funds ownership: 17.7% → 19.47% (+1.8%)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
8
Closed
8
Calls
$4.69M
Puts
$2.11M
Net Calls
+$2.58M
Net Calls Change
-$53K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$3.08M
2
HF
HRT Financial
New York
+$1.73M
3
Creative Planning
Creative Planning
Kansas
+$1.35M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.21M
5
SFS
Sowell Financial Services
Arkansas
+$1.03M

Top Sellers

1
JF
Jump Financial
Illinois
-$3.63M
2
TRCT
Tower Research Capital (TRC)
New York
-$2.36M
3
Goldman Sachs
Goldman Sachs
New York
-$1.28M
4
Jane Street
Jane Street
New York
-$589K
5
Squarepoint
Squarepoint
New York
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
26
Keener Financial Planning
Texas
$218K +$189K +5,510 New
SWA
27
SOA Wealth Advisors
New York
$188K – – –
CIAS
28
Capital Investment Advisory Services
North Carolina
$89.4K +$206 +6 +0.3%
TRCT
29
Tower Research Capital (TRC)
New York
$87.2K -$2.36M -68,876 -97%
SS
30
Sunbelt Securities
Texas
$40.5K – – –
Barclays
31
Barclays
United Kingdom
$39.6K +$34.3K +1,000 New
CG
32
Cutler Group
California
$39K +$34.3K +1,000 New
CP
33
Castleview Partners
Texas
$34.8K +$30.1K +878 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$29.1K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$19.8K – – –
QT
36
Quantbot Technologies
New York
$12.8K +$11.1K +324 New
AA
37
Ancora Advisors
Ohio
$7.57K +$69 +2 +1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
TWM
39
Tradition Wealth Management
Minnesota
$4K – – –
IA
40
IFP Advisors
Florida
$3.96K -$13K -378 -79%
B
41
Birchbrook
Maine
$2.46K +$2.13K +62 New
JP Morgan Chase
42
JP Morgan Chase
New York
$158 +$137 +4 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$79 +$69 +2 New
Wells Fargo
44
Wells Fargo
California
$66 +$69 +2 New
AF
45
Allworth Financial
California
$46 – – –
BlackRock
46
BlackRock
New York
$40 +$69 +2 New
Goldman Sachs
47
Goldman Sachs
New York
– -$1.28M -40,196 Closed
Jane Street
48
Jane Street
New York
– -$589K -18,554 Closed
Squarepoint
49
Squarepoint
New York
– -$564K -17,794 Closed
TSS
50
Two Sigma Securities
New York
– -$339K -10,700 Closed
1
2
3

DDM Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Dow30 (DDM) for Q4 2023, worth a combined $38.9M — up 35% from $28.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DDM positions and 8 closed out — a net gain of 8 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $3.08M. The largest seller was Jump Financial, cutting an estimated $3.63M.

  • 46 institutional investors held ProShares Ultra Dow30 (DDM) as of Q4 2023, up from 40 in Q3 2023.
  • Funds reported $38.9M of ProShares Ultra Dow30 stock for Q4 2023, up 35% quarter-over-quarter.
  • 16 funds opened new ProShares Ultra Dow30 positions in Q4 2023 and 8 closed out, a net change of +8 holders.
  • The largest ProShares Ultra Dow30 buyer in Q4 2023 was Renaissance Technologies, an estimated $3.08M added.
  • The largest ProShares Ultra Dow30 seller in Q4 2023 was Jump Financial, an estimated $3.63M sold.

Based on aggregated 13F filings for Q4 2023.