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ProShares Ultra Dow30

24 hedge funds and large institutions have $19.5M invested in ProShares Ultra Dow30 in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $19.4M → $19.5M (+$114K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 11.86%10.62% (-1.2%)

11% less funds holding

Funds holding: 2724 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

51% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $4.63M

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
5
Reduced
8
Closed
10
Calls
$2.27M
Puts
$4.63M
Net Calls
-$2.35M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Probabilities Fund Management
New York
$4.73M -$1.22M -55,844 -21%
GG
2
GenWealth Group
New Jersey
$2.85M +$46.2K +2,110 +2%
EP
3
Edgestream Partners
New Jersey
$2.42M -$340K -15,548 -13%
TRCT
4
Tower Research Capital (TRC)
New York
$1.68M -$1.4M -64,114 -47%
CICI
5
Capital Investment Counsel Inc
North Carolina
$1.61M -$2.19K -100 -0.1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.19M +$113K +5,150 +11%
Mariner
7
Mariner
Kansas
$859K +$2.89K +132 +0.4%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$775K +$732K +33,424 New
HIS
9
Harvest Investment Services
Illinois
$734K -$341K -15,596 -34%
BMC
10
Beaton Management Company
Massachusetts
$402K +$32.8K +1,500 +9%
Jane Street
11
Jane Street
New York
$378K -$41.1K -1,878 -10%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$328K
Renaissance Technologies
13
Renaissance Technologies
New York
$306K +$289K +13,200 New
Morgan Stanley
14
Morgan Stanley
New York
$297K -$208K -9,492 -43%
UBS Group
15
UBS Group
Switzerland
$251K +$237K +10,820 New
Creative Planning
16
Creative Planning
Kansas
$218K +$206K +9,400 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$209K +$197K +9,020 New
William Blair & Company
18
William Blair & Company
Illinois
$139K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$53K +$2.5K +114 +5%
Barclays
20
Barclays
United Kingdom
$50K +$47.4K +2,166 New
RFA
21
Reilly Financial Advisors
California
$28K
RIA
22
Realta Investment Advisors
Delaware
$23K +$21.9K +1,000 New
JP Morgan Chase
23
JP Morgan Chase
New York
$2K -$436K -19,940 -100%
ASN
24
Advisory Services Network
Georgia
-$689K -36,428 Closed
TSS
25
Two Sigma Securities
New York
-$569K -30,116 Closed

DDM Hedge Fund Activity: Q1 2019 in Review

24 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Dow30 (DDM) for Q1 2019, worth a combined $19.5M — up 0.59% from $19.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DDM and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $732K. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.4M.

  • 24 institutional investors held ProShares Ultra Dow30 (DDM) as of Q1 2019, down from 27 in Q4 2018.
  • Funds reported $19.5M of ProShares Ultra Dow30 stock for Q1 2019, up 0.59% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Dow30 positions in Q1 2019 and 10 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Dow30 buyer in Q1 2019 was Wilbanks Smith & Thomas Asset Management, an estimated $732K added.
  • The largest ProShares Ultra Dow30 seller in Q1 2019 was Tower Research Capital (TRC), an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2019.