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ProShares Ultra Energy

23 hedge funds and large institutions have $8.19M invested in ProShares Ultra Energy in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $989K

1.59% less ownership

Funds ownership: 9.21%7.62% (-1.6%)

12% less funds holding

Funds holding: 2623 (-3)

33% less capital invested

Capital invested by funds: $12.2M → $8.19M (-$4.01M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
4
Reduced
7
Closed
6
Calls
$2.26M
Puts
$989K
Net Calls
+$1.27M
Net Calls Change
-$721K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
1
Hamilton Wealth
California
$2.65M +$2.76M +72,066 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.14M -$12.5K -325 -1%
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M +$772K +20,114 +218%
Jane Street
4
Jane Street
New York
$1.06M +$560K +14,586 +102%
MWM
5
Meridian Wealth Management
Kentucky
$826K
RVPG
6
Relative Value Partners Group
$276K
TRCT
7
Tower Research Capital (TRC)
New York
$269K +$78.3K +2,041 +39%
Morgan Stanley
8
Morgan Stanley
New York
$257K +$268K +6,986 New
TA
9
Tactive Advisors
Florida
$244K -$4.06M -105,796 -94%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$231K -$748K -19,499 -76%
FFA
11
Fairfield Financial Advisors
Massachusetts
$49.1K -$9.67K -252 -16%
GA
12
GoalVest Advisory
New York
$32.3K
TFA
13
Toth Financial Advisory
Virginia
$20.2K
FA
14
Faithward Advisors
Pennsylvania
$17.9K
UBS Group
15
UBS Group
Switzerland
$9.74K -$30.4K -792 -75%
AAP
16
Arax Advisory Partners
Colorado
$8.52K
CAS
17
Coppell Advisory Solutions
Texas
$7.05K -$7.98K -208 -52%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.76K -$1.65M -42,999 -100%
CIA
19
Cape Investment Advisory
Georgia
$6.52K +$77 +2 +1%
TVAMP
20
Tennessee Valley Asset Management Partners
Tennessee
$2.94K +$3.07K +80 New
POIA
21
Pin Oak Investment Advisors
Texas
$1K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$147 +$153 +4 New
Wells Fargo
23
Wells Fargo
California
$49
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
-$174K -4,005 Closed
Simplex Trading
25
Simplex Trading
Illinois
-$47K -1,096 Closed

DIG Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q4 2023, worth a combined $8.19M — down 33% from $12.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DIG and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Hamilton Wealth, opening a new position worth an estimated $2.76M. The largest seller was Tactive Advisors, cutting an estimated $4.06M.

  • 23 institutional investors held ProShares Ultra Energy (DIG) as of Q4 2023, down from 26 in Q3 2023.
  • Funds reported $8.19M of ProShares Ultra Energy stock for Q4 2023, down 33% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Energy positions in Q4 2023 and 6 closed out, a net change of -2 holders.
  • The largest ProShares Ultra Energy buyer in Q4 2023 was Hamilton Wealth, an estimated $2.76M added.
  • The largest ProShares Ultra Energy seller in Q4 2023 was Tactive Advisors, an estimated $4.06M sold.

Based on aggregated 13F filings for Q4 2023.