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ProShares Ultra Energy

25 hedge funds and large institutions have $11.8M invested in ProShares Ultra Energy in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less call options, than puts

Call options by funds: $3.72M | Put options by funds: $3.86M

1.59% less ownership

Funds ownership: 28.48%26.89% (-1.6%)

12% less capital invested

Capital invested by funds: $13.4M → $11.8M (-$1.61M)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
10
Closed
4
Calls
$3.72M
Puts
$3.86M
Net Calls
-$138K
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.04M -$1.34M -67,392 -30%
Citadel Advisors
2
Citadel Advisors
Florida
$2.27M -$411K -20,648 -15%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.2M -$436K -21,888 -16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.16M -$270K -13,532 -18%
TRCT
5
Tower Research Capital (TRC)
New York
$713K +$686K +34,416 +1,215%
Goldman Sachs
6
Goldman Sachs
New York
$562K +$584K +29,340 New
SBIA
7
Sheaff Brock Investment Advisors
Indiana
$383K -$79.7K -4,000 -17%
HKIMG
8
Hutchens & Kramer Investment Management Group
Indiana
$335K +$193K +9,664 New
SKK
9
Shepherd Kaplan Krochuk
Massachusetts
$271K
Jane Street
10
Jane Street
New York
$259K +$270K +13,544 New
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$182K -$30.1K -1,512 -14%
AIP
12
Ahrens Investment Partners
Louisiana
$105K +$109K +5,480 New
UBS Group
13
UBS Group
Switzerland
$96K -$90.1K -4,524 -47%
TFA
14
Toth Financial Advisory
Virginia
$60K
CG
15
Cutler Group
California
$53K +$7.97K +400 +17%
PMFA
16
Plante Moran Financial Advisors
Michigan
$24K
AF
17
Allworth Financial
California
$22K
William Blair & Company
18
William Blair & Company
Illinois
$22K
Morgan Stanley
19
Morgan Stanley
New York
$13K -$15.9K -800 -55%
JP Morgan Chase
20
JP Morgan Chase
New York
$5K -$7.97K -400 -61%
CFB
21
Cullen/Frost Bankers
Texas
$5K
AAP
22
Arax Advisory Partners
Colorado
$4K
APA
23
American Portfolios Advisors
New York
$3.06K
Bank of America
24
Bank of America
North Carolina
$3K
OMC
25
Old Mission Capital
Illinois
-$1.99M -116,964 Closed

DIG Hedge Fund Activity: Q4 2021 in Review

25 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q4 2021, worth a combined $11.8M — down 12% from $13.4M a quarter earlier.

Fund positioning in DIG was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 10 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $686K. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.99M sold.

  • 25 institutional investors held ProShares Ultra Energy (DIG) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $11.8M of ProShares Ultra Energy stock for Q4 2021, down 12% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Energy positions in Q4 2021 and 4 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Energy buyer in Q4 2021 was Tower Research Capital (TRC), an estimated $686K added.
  • The largest ProShares Ultra Energy seller in Q4 2021 was Old Mission Capital, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2021.