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ProShares Ultra Energy

27 hedge funds and large institutions have $8.36M invested in ProShares Ultra Energy in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

35% more funds holding

Funds holding: 2027 (+7)

1% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $2.17M

1.42% less ownership

Funds ownership: 7.11%5.69% (-1.4%)

15% less capital invested

Capital invested by funds: $9.79M → $8.36M (-$1.43M)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
4
Closed
2
Calls
$2.18M
Puts
$2.17M
Net Calls
+$12K
Net Calls Change
-$917K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$2.49M -$387K -7,480 -14%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.7M +$439K +8,480 +37%
Deutsche Bank
3
Deutsche Bank
Germany
$1.09M
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$936K
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$486K +$462K +8,920 New
EWA
6
Exencial Wealth Advisors
Oklahoma
$230K +$218K +4,217 New
CCMW
7
Cypress Capital Management (Wyoming)
Wyoming
$219K +$208K +4,012 New
Morgan Stanley
8
Morgan Stanley
New York
$206K +$145K +2,804 +292%
Goldman Sachs
9
Goldman Sachs
New York
$203K +$193K +3,733 New
ASN
10
Advisory Services Network
Georgia
$187K +$173K +3,346 +13,942%
Simplex Trading
11
Simplex Trading
Illinois
$114K +$108K +2,092 New
William Blair & Company
12
William Blair & Company
Illinois
$110K +$41.4K +800 +66%
UBS Group
13
UBS Group
Switzerland
$76K +$1.92K +37 +3%
IF
14
Ironwood Financial
Arizona
$70K
ST
15
Smithfield Trust
Pennsylvania
$61K
RPG
16
Risk Paradigm Group
Texas
$56.5K +$24.4K +472 +84%
Citigroup
17
Citigroup
New York
$34K -$24.9K -480 -44%
Barclays
18
Barclays
United Kingdom
$30K +$28.7K +554 New
AG
19
Advisor Group
Arizona
$15K
IA
20
IFP Advisors
Florida
$13K +$12.4K +240 New
Bank of America
21
Bank of America
North Carolina
$9K -$4.3K -83 -34%
APA
22
American Portfolios Advisors
New York
$8.72K
CG
23
Cutler Group
California
$8K +$8.29K +160 New
TFA
24
Toth Financial Advisory
Virginia
$3K
VF
25
Virtu Financial
New York
-$2.73M -63,954 Closed

DIG Hedge Fund Activity: Q2 2018 in Review

27 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q2 2018, worth a combined $8.36M — down 15% from $9.79M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIG positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Shepherd Kaplan Krochuk, opening a new position worth an estimated $462K. The largest seller was Virtu Financial, exiting entirely with an estimated $2.73M sold.

  • 27 institutional investors held ProShares Ultra Energy (DIG) as of Q2 2018, up from 20 in Q1 2018.
  • Funds reported $8.36M of ProShares Ultra Energy stock for Q2 2018, down 15% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Energy positions in Q2 2018 and 2 closed out, a net change of +7 holders.
  • The largest ProShares Ultra Energy buyer in Q2 2018 was Shepherd Kaplan Krochuk, an estimated $462K added.
  • The largest ProShares Ultra Energy seller in Q2 2018 was Virtu Financial, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2018.