We are live on ! Find out more
DDM icon

ProShares Ultra Dow30

26 hedge funds and large institutions have $9.78M invested in ProShares Ultra Dow30 in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more capital invested

Capital invested by funds: $5.9M → $9.78M (+$3.88M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7.85% more ownership

Funds ownership: 15.46%23.31% (+7.8%)

4% more funds holding

Funds holding: 2526 (+1)

63% less call options, than puts

Call options by funds: $6.87M | Put options by funds: $18.7M

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
Closed
4
Calls
$6.87M
Puts
$18.7M
Net Calls
-$11.9M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$2.1M +$1.68M +155,934 +393%
LPL Financial
2
LPL Financial
California
$1.52M +$544K +50,364 +52%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M +$1.52M +140,292 New
TRCT
4
Tower Research Capital (TRC)
New York
$930K -$267K -24,744 -22%
CICI
5
Capital Investment Counsel Inc
North Carolina
$873K
TFA
6
Toth Financial Advisory
Virginia
$691K
Morgan Stanley
7
Morgan Stanley
New York
$307K +$140K +12,972 +82%
EWA
8
Exencial Wealth Advisors
Oklahoma
$276K -$34.7K -3,210 -10%
AFP
9
Ausdal Financial Partners
Iowa
$275K +$277K +25,656 New
VKH
10
Virtu KCG Holdings
New York
$271K +$273K +25,272 New
TH
11
Timber Hill
Connecticut
$226K +$228K +21,066 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$225K -$771K -71,358 -77%
UBS Group
13
UBS Group
Switzerland
$162K +$89.1K +8,250 +120%
AIG
14
American International Group
New York
$103K +$64.8K +6,000 +167%
Bank of America
15
Bank of America
North Carolina
$64K
Creative Planning
16
Creative Planning
Kansas
$53K +$194 +18 +0.4%
Citadel Advisors
17
Citadel Advisors
Florida
$45K -$106K -9,804 -70%
MFS
18
MSI Financial Services
Massachusetts
$45K +$44.5K +4,116 +3,430%
FAM
19
Formidable Asset Management
Ohio
$36K
UFA
20
US Financial Advisors
Massachusetts
$26K -$13K -1,200 -33%
RFA
21
Reilly Financial Advisors
California
$26K
Wells Fargo
22
Wells Fargo
California
$15K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5K
AC
24
Alexandria Capital
Virginia
$4K
CG
25
Cutler Group
California
$1K +$1.36K +126 New

DDM Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Dow30 (DDM) for Q4 2015, worth a combined $9.78M — up 66% from $5.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DDM positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Virtu Financial, adding an estimated $1.68M. The largest seller was Royal Bank of Canada, cutting an estimated $771K.

  • 26 institutional investors held ProShares Ultra Dow30 (DDM) as of Q4 2015, up from 25 in Q3 2015.
  • Funds reported $9.78M of ProShares Ultra Dow30 stock for Q4 2015, up 66% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Dow30 positions in Q4 2015 and 4 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Dow30 buyer in Q4 2015 was Virtu Financial, an estimated $1.68M added.
  • The largest ProShares Ultra Dow30 seller in Q4 2015 was Royal Bank of Canada, an estimated $771K sold.

Based on aggregated 13F filings for Q4 2015.