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ProShares Ultra Energy

22 hedge funds and large institutions have $6.44M invested in ProShares Ultra Energy in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $1.33M

85% more capital invested

Capital invested by funds: $3.49M → $6.44M (+$2.96M)

9.22% more ownership

Funds ownership: 33.39%42.61% (+9.2%)

8% less funds holding

Funds holding: 2422 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
9
Closed
5
Calls
$4.16M
Puts
$1.33M
Net Calls
+$2.83M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.59M -$278K -35,952 -17%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.55M +$1.02M +131,648 +343%
TRCT
3
Tower Research Capital (TRC)
New York
$1.18M +$987K +127,528 +5,926%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$998K -$125K -16,192 -13%
HighTower Advisors
5
HighTower Advisors
Illinois
$573K -$181K -23,336 -27%
SBIA
6
Sheaff Brock Investment Advisors
Indiana
$219K +$186K +24,000 New
APA
7
American Portfolios Advisors
New York
$103K
Simplex Trading
8
Simplex Trading
Illinois
$46K +$37.1K +4,800 +1,429%
CG
9
Cutler Group
California
$43K -$18.6K -2,400 -33%
PMFA
10
Plante Moran Financial Advisors
Michigan
$42K
RFWA
11
RPg Family Wealth Advisory
Massachusetts
$29K
IF
12
Ironwood Financial
Arizona
$19K -$805 -104 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$10K -$619 -80 -7%
William Blair & Company
14
William Blair & Company
Illinois
$10K
TFA
15
Toth Financial Advisory
Virginia
$10K +$8.23K +1,064 New
Morgan Stanley
16
Morgan Stanley
New York
$5K -$111K -14,392 -96%
CAAS
17
Capital Asset Advisory Services
Michigan
$5K +$4.33K +560 New
CFB
18
Cullen/Frost Bankers
Texas
$3K
AAP
19
Arax Advisory Partners
Colorado
$2K
Bank of America
20
Bank of America
North Carolina
$1K -$93.5K -12,080 -99%
ASN
21
Advisory Services Network
Georgia
$1K -$4.08K -528 -83%
CICI
22
Capital Investment Counsel Inc
North Carolina
-$251K -42,368 Closed
RIA
23
RPG Investment Advisory
California
-$99K -16,704 Closed
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
-$27K -4,592 Closed
MF
25
Manchester Financial
California
-$7K -1,112 Closed

DIG Hedge Fund Activity: Q4 2020 in Review

22 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q4 2020, worth a combined $6.44M — up 85% from $3.49M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DIG and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 3 added.

The largest buyer was Osaic Holdings, adding an estimated $1.02M. The largest seller was Susquehanna International Group, cutting an estimated $278K.

  • 22 institutional investors held ProShares Ultra Energy (DIG) as of Q4 2020, down from 24 in Q3 2020.
  • Funds reported $6.44M of ProShares Ultra Energy stock for Q4 2020, up 85% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Energy positions in Q4 2020 and 5 closed out, a net change of -2 holders.
  • The largest ProShares Ultra Energy buyer in Q4 2020 was Osaic Holdings, an estimated $1.02M added.
  • The largest ProShares Ultra Energy seller in Q4 2020 was Susquehanna International Group, an estimated $278K sold.

Based on aggregated 13F filings for Q4 2020.