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ProShares Ultra Energy

23 hedge funds and large institutions have $6.08M invested in ProShares Ultra Energy in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% more ownership

Funds ownership: 5.07%5.83% (+0.76%)

4% less capital invested

Capital invested by funds: $6.34M → $6.08M (-$260K)

12% less funds holding

Funds holding: 2623 (-3)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

69% less call options, than puts

Call options by funds: $257K | Put options by funds: $841K

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
8
Closed
4
Calls
$257K
Puts
$841K
Net Calls
-$584K
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1
RPG Investment Advisory
California
$1.4M -$54.7K -1,527 -4%
TRCT
2
Tower Research Capital (TRC)
New York
$1.37M +$1.34M +37,462 +2,255%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$842K -$190K -5,301 -18%
FNC
4
First National Corp
Massachusetts
$693K -$150K -4,178 -17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$636K -$77.4K -2,162 -11%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$359K -$13.9K -387 -4%
Citadel Advisors
7
Citadel Advisors
Florida
$307K -$284K -7,935 -47%
Simplex Trading
8
Simplex Trading
Illinois
$98K +$5.73K +160 +6%
Morgan Stanley
9
Morgan Stanley
New York
$82K +$13.3K +372 +19%
RFWA
10
RPg Family Wealth Advisory
Massachusetts
$66.3K +$25.9K +722 +62%
William Blair & Company
11
William Blair & Company
Illinois
$59K +$16.5K +460 +38%
IF
12
Ironwood Financial
Arizona
$45K
AG
13
Advisor Group
Arizona
$30K
AAP
14
Arax Advisory Partners
Colorado
$29K +$29.5K +824 New
ASN
15
Advisory Services Network
Georgia
$22K
CCMW
16
Cypress Capital Management (Wyoming)
Wyoming
$10K -$3.83K -107 -28%
CFB
17
Cullen/Frost Bankers
Texas
$10K
Bank of America
18
Bank of America
North Carolina
$6K
APA
19
American Portfolios Advisors
New York
$5.6K
Barclays
20
Barclays
United Kingdom
$5K -$2.87K -80 -34%
TFA
21
Toth Financial Advisory
Virginia
$2K
VF
22
Virtu Financial
New York
-$283K -7,291 Closed
UBS Group
23
UBS Group
Switzerland
-$21K -538 Closed
GWMIA
24
Global Wealth Management Investment Advisory
Florida
-$9K -240 Closed
FHB
25
First Hawaiian Bank
Hawaii
-$5K -120 Closed

DIG Hedge Fund Activity: Q2 2019 in Review

23 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q2 2019, worth a combined $6.08M — down 4.1% from $6.34M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DIG and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $1.34M. The largest seller was Citadel Advisors, cutting an estimated $284K.

  • 23 institutional investors held ProShares Ultra Energy (DIG) as of Q2 2019, down from 26 in Q1 2019.
  • Funds reported $6.08M of ProShares Ultra Energy stock for Q2 2019, down 4.1% quarter-over-quarter.
  • 1 fund opened new ProShares Ultra Energy positions in Q2 2019 and 4 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Energy buyer in Q2 2019 was Tower Research Capital (TRC), an estimated $1.34M added.
  • The largest ProShares Ultra Energy seller in Q2 2019 was Citadel Advisors, an estimated $284K sold.

Based on aggregated 13F filings for Q2 2019.