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ProShares Ultra Energy

25 hedge funds and large institutions have $7.78M invested in ProShares Ultra Energy in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.66% less ownership

Funds ownership: 5.96%4.3% (-1.7%)

22% less funds holding

Funds holding: 3225 (-7)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

41% less capital invested

Capital invested by funds: $13.2M → $7.78M (-$5.38M)

48% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $3.2M

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
25
Holders Change
-7
Holders Change %
-21.88%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
8
Closed
10
Calls
$1.68M
Puts
$3.2M
Net Calls
-$1.53M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$2.66M +$85.5K +1,720 +3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.07M +$149K +3,007 +15%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$617K -$88.1K -1,772 -12%
TRCT
4
Tower Research Capital (TRC)
New York
$611K -$1.36M -27,453 -68%
SPC
5
Sigma Planning Corp
Michigan
$596K +$634K +12,761 New
LPL Financial
6
LPL Financial
California
$576K -$182K -3,668 -23%
TH
7
Timber Hill
Connecticut
$444K -$66.7K -1,342 -12%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$290K +$309K +6,212 New
Goldman Sachs
9
Goldman Sachs
New York
$216K
Citadel Advisors
10
Citadel Advisors
Florida
$202K +$18.2K +366 +9%
Morgan Stanley
11
Morgan Stanley
New York
$114K +$19.2K +387 +19%
IF
12
Ironwood Financial
Arizona
$86K
Simplex Trading
13
Simplex Trading
Illinois
$64K +$68.4K +1,375 New
CG
14
Cutler Group
California
$52K +$50.9K +1,024 +1,101%
ST
15
Smithfield Trust
Pennsylvania
$52K +$55.7K +1,120 New
RPG
16
Risk Paradigm Group
Texas
$32.6K -$40K -805 -54%
US Bancorp
17
US Bancorp
Minnesota
$30K
Bank of America
18
Bank of America
North Carolina
$15K -$180K -3,616 -92%
Creative Planning
19
Creative Planning
Kansas
$15K -$2.14K -43 -12%
AG
20
Advisor Group
Arizona
$13K
FANJ
21
Financial Architects (New Jersey)
New Jersey
$11K -$7.95K -160 -40%
AC
22
Alexandria Capital
Virginia
$6K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$4K
WA
24
WFG Advisors
Texas
$3K
ACM
25
Avalon Capital Management
California
-$1.67M -30,539 Closed

DIG Hedge Fund Activity: Q1 2017 in Review

25 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q1 2017, worth a combined $7.78M — down 41% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIG and 4 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $634K. The largest seller was Avalon Capital Management, exiting entirely with an estimated $1.67M sold.

  • 25 institutional investors held ProShares Ultra Energy (DIG) as of Q1 2017, down from 32 in Q4 2016.
  • Funds reported $7.78M of ProShares Ultra Energy stock for Q1 2017, down 41% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Energy positions in Q1 2017 and 10 closed out, a net change of -6 holders.
  • The largest ProShares Ultra Energy buyer in Q1 2017 was Sigma Planning Corp, an estimated $634K added.
  • The largest ProShares Ultra Energy seller in Q1 2017 was Avalon Capital Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2017.