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ProShares Ultra Energy

25 hedge funds and large institutions have $4.57M invested in ProShares Ultra Energy in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

98% more capital invested

Capital invested by funds: $2.31M → $4.57M (+$2.26M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

27.3% more ownership

Funds ownership: 3.75%31.05% (+27%)

9% more funds holding

Funds holding: 2325 (+2)

8% more call options, than puts

Call options by funds: $4.07M | Put options by funds: $3.76M

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
4
Closed
8
Calls
$4.07M
Puts
$3.76M
Net Calls
+$309K
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.04M +$860K +91,659 +497%
TRCT
2
Tower Research Capital (TRC)
New York
$624K +$619K +65,976 +41,235%
HighTower Advisors
3
HighTower Advisors
Illinois
$526K +$523K +55,688 New
XS
4
XR Securities
Illinois
$423K +$421K +44,800 New
Osaic Holdings
5
Osaic Holdings
Arizona
$357K +$252K +26,866 +244%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$319K +$317K +33,776 New
RIA
7
RPG Investment Advisory
California
$229K -$40.3K -4,291 -15%
SBIA
8
Sheaff Brock Investment Advisors
Indiana
$226K +$225K +24,000 New
CICI
9
Capital Investment Counsel Inc
North Carolina
$217K +$61.9K +6,595 +40%
Morgan Stanley
10
Morgan Stanley
New York
$150K +$126K +13,414 +530%
Bank of America
11
Bank of America
North Carolina
$115K -$113K -12,080 -50%
Simplex Trading
12
Simplex Trading
Illinois
$102K +$102K +10,904 New
APA
13
American Portfolios Advisors
New York
$71.3K +$69.5K +7,400 +4,625%
CG
14
Cutler Group
California
$42K +$42.1K +4,480 New
PMFA
15
Plante Moran Financial Advisors
Michigan
$32K +$31.8K +3,392 New
RFWA
16
RPg Family Wealth Advisory
Massachusetts
$30K +$29.8K +3,176 New
IF
17
Ironwood Financial
Arizona
$21K +$8.7K +927 +72%
JP Morgan Chase
18
JP Morgan Chase
New York
$17K -$92.4K -9,844 -84%
MF
19
Manchester Financial
California
$11K +$11.2K +1,192 New
William Blair & Company
20
William Blair & Company
Illinois
$8K -$75 -8 -0.9%
CFB
21
Cullen/Frost Bankers
Texas
$3K
AAP
22
Arax Advisory Partners
Colorado
$2K
OPS
23
Orion Portfolio Solutions
Nebraska
$2K +$1.65K +176 New
TFA
24
Toth Financial Advisory
Virginia
$2K +$1.88K +200 New
Renaissance Technologies
25
Renaissance Technologies
New York
-$467K -77,440 Closed

DIG Hedge Fund Activity: Q2 2020 in Review

25 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q2 2020, worth a combined $4.57M — up 98% from $2.31M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DIG positions and 8 closed out — a net gain of 3 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $860K. The largest seller was Jane Street, exiting entirely with an estimated $615K sold.

  • 25 institutional investors held ProShares Ultra Energy (DIG) as of Q2 2020, up from 23 in Q1 2020.
  • Funds reported $4.57M of ProShares Ultra Energy stock for Q2 2020, up 98% quarter-over-quarter.
  • 11 funds opened new ProShares Ultra Energy positions in Q2 2020 and 8 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Energy buyer in Q2 2020 was Envestnet Asset Management, an estimated $860K added.
  • The largest ProShares Ultra Energy seller in Q2 2020 was Jane Street, an estimated $615K sold.

Based on aggregated 13F filings for Q2 2020.