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ProShares Ultra Energy

19 hedge funds and large institutions have $7.66M invested in ProShares Ultra Energy in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $440K

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

1.14% less ownership

Funds ownership: 7.62%6.49% (-1.1%)

7% less capital invested

Capital invested by funds: $8.19M → $7.66M (-$536K)

17% less funds holding

Funds holding: 2319 (-4)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
6
Closed
4
Calls
$2.1M
Puts
$440K
Net Calls
+$1.66M
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
1
Hamilton Wealth
California
$3.5M +$163K +4,262 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.32M +$1.09M +28,547 +15,515%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$963K +$563K +14,739 +235%
TRCT
4
Tower Research Capital (TRC)
New York
$558K +$186K +4,866 +66%
Jane Street
5
Jane Street
New York
$363K -$802K -21,018 -73%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$276K -$953K -24,959 -81%
RVPG
7
Relative Value Partners Group
$270K
Simplex Trading
8
Simplex Trading
Illinois
$144K +$120K +3,153 New
Citadel Advisors
9
Citadel Advisors
Florida
$123K -$1.02M -26,661 -91%
GA
10
GoalVest Advisory
New York
$40.3K
UBS Group
11
UBS Group
Switzerland
$38.4K +$21.9K +573 +216%
Morgan Stanley
12
Morgan Stanley
New York
$23.1K -$247K -6,481 -93%
TFA
13
Toth Financial Advisory
Virginia
$20.6K -$3.82K -100 -18%
AAP
14
Arax Advisory Partners
Colorado
$10.6K
CIA
15
Cape Investment Advisory
Georgia
$8.18K +$38 +1 +0.6%
POIA
16
Pin Oak Investment Advisors
Texas
$1K
HCM
17
Hollencrest Capital Management
California
$229 +$191 +5 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$137 -$38 -1 -25%
Wells Fargo
19
Wells Fargo
California
$51
MWM
20
Meridian Wealth Management
Kentucky
-$826K -20,555 Closed
TA
21
Tactive Advisors
Florida
-$244K -6,644 Closed
FA
22
Faithward Advisors
Pennsylvania
-$17.9K -500 Closed
TVAMP
23
Tennessee Valley Asset Management Partners
Tennessee
-$2.94K -80 Closed

DIG Hedge Fund Activity: Q1 2024 in Review

19 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Energy (DIG) for Q1 2024, worth a combined $7.66M — down 6.5% from $8.19M a quarter earlier.

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

The largest buyer was Osaic Holdings, adding an estimated $1.09M. The largest seller was Citadel Advisors, cutting an estimated $1.02M.

  • 19 institutional investors held ProShares Ultra Energy (DIG) as of Q1 2024, down from 23 in Q4 2023.
  • Funds reported $7.66M of ProShares Ultra Energy stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra Energy positions in Q1 2024 and 4 closed out, a net change of -2 holders.
  • The largest ProShares Ultra Energy buyer in Q1 2024 was Osaic Holdings, an estimated $1.09M added.
  • The largest ProShares Ultra Energy seller in Q1 2024 was Citadel Advisors, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2024.