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ProShares Ultra Energy

33 hedge funds and large institutions have $14M invested in ProShares Ultra Energy in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $12.2M → $14M (+$1.84M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

4% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $11.2M

0.42% more ownership

Funds ownership: 6.42%6.85% (+0.42%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
7
Closed
8
Calls
$11.7M
Puts
$11.2M
Net Calls
+$502K
Net Calls Change
+$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$2.97M +$218K +5,004 +9%
VF
2
Virtu Financial
New York
$2.19M +$216K +4,940 +12%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.54M -$617K -14,139 -30%
Jane Street
4
Jane Street
New York
$1.48M +$692K +15,871 +100%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.16M +$1.09M +24,880 New
LPL Financial
6
LPL Financial
California
$835K -$917K -21,020 -54%
Simplex Trading
7
Simplex Trading
Illinois
$766K -$29.1K -667 -4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$758K +$699K +16,029 +7,421%
PWAP
9
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$397K
UCFA
10
United Capital Financial Advisors
Texas
$316K
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$238K +5,456 New
Goldman Sachs
12
Goldman Sachs
New York
$216K +$202K +4,628 New
CF
13
CenterStar Fund
Illinois
$203K
Morgan Stanley
14
Morgan Stanley
New York
$149K +$131K +3,010 +1,858%
Bank of America
15
Bank of America
North Carolina
$128K +$120K +2,746 New
UBS Group
16
UBS Group
Switzerland
$118K +$111K +2,536 New
IF
17
Ironwood Financial
Arizona
$94K +$44 +1 +0%
RPG
18
Risk Paradigm Group
Texas
$83.2K +$77.7K +1,781 New
CG
19
Cutler Group
California
$80K -$34.8K -798 -32%
Barclays
20
Barclays
United Kingdom
$61K +$56.9K +1,305 New
WA
21
WFG Advisors
Texas
$46K -$240K -5,503 -85%
BlackRock
22
BlackRock
New York
$38K
US Bancorp
23
US Bancorp
Minnesota
$30K
FANJ
24
Financial Architects (New Jersey)
New Jersey
$19K +$10.5K +240 +150%
ACM
25
Argentus Capital Management
Texas
$18K +$44 +1 +0.3%

DIG Hedge Fund Activity: Q2 2016 in Review

33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q2 2016, worth a combined $14M — up 15% from $12.2M a quarter earlier.

Fund positioning in DIG was balanced in Q2 2016: 8 funds opened new positions, 8 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.09M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $1.68M sold.

  • 33 institutional investors held ProShares Ultra Energy (DIG) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $14M of ProShares Ultra Energy stock for Q2 2016, up 15% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Energy positions in Q2 2016 and 8 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Energy buyer in Q2 2016 was Envestnet Asset Management, an estimated $1.09M added.
  • The largest ProShares Ultra Energy seller in Q2 2016 was Tower Research Capital (TRC), an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2016.