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ProShares UltraPro Dow 30
UDOW

34 hedge funds and large institutions have $47.2M invested in ProShares UltraPro Dow 30 in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $96.6M | Put options by funds: $38.9M

67% more capital invested

Capital invested by funds: $28.2M → $47.2M (+$19M)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

13% more funds holding

Funds holding: 30 → 34 (+4)

7.76% more ownership

Funds ownership: 17.48% → 25.24% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
6
Reduced
12
Closed
7
Calls
$96.6M
Puts
$38.9M
Net Calls
+$57.8M
Net Calls Change
+$9.8M

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$5.35M
2
Jane Street
Jane Street
New York
+$3.77M
3
ATPW
Ashton Thomas Private Wealth
Arizona
+$3.62M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.52M
5
Goldman Sachs
Goldman Sachs
New York
+$899K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$1.96M
2
MS
Madden Securities
Texas
-$873K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$750K
4
WIA
World Investment Advisors
California
-$694K
5
PFM
Probabilities Fund Management
New York
-$619K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
26
Institutional & Family Asset Management
Colorado
$115K +$97.7K +4,388 +4,388%
GC
27
Garde Capital
Washington
$102K +$89K +4,000 New
UBS Group
28
UBS Group
Switzerland
$100K -$211K -9,468 -71%
TFA
29
Toth Financial Advisory
Virginia
$18K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$16K +$14.1K +632 +7,900%
ASN
31
Advisory Services Network
Georgia
$8K +$7.12K +320 New
PFA
32
Professional Financial Advisors
Nebraska
$3K +$2.94K +132 New
SFS
33
Sowell Financial Services
Arkansas
$2K +$178 +8 +13%
Millennium Management
34
Millennium Management
New York
– -$891 -45,800 Closed
MS
35
Madden Securities
Texas
– -$873K -44,900 Closed
WIA
36
World Investment Advisors
California
– -$694K -35,676 Closed
SS
37
Simplicity Solutions
Minnesota
– -$312K -16,028 Closed
Creative Planning
38
Creative Planning
Kansas
– -$212K -10,920 Closed
Bank of America
39
Bank of America
North Carolina
– -$31K -1,600 Closed
AWM
40
Adams Wealth Management
Utah
– -$2K -100 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– +$89 +4 New
1
2

UDOW Hedge Fund Activity: Q4 2020 in Review

34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro Dow 30 (UDOW) for Q4 2020, worth a combined $47.2M — up 67% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UDOW positions and 7 closed out — a net gain of 4 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $5.35M. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.96M.

  • 34 institutional investors held ProShares UltraPro Dow 30 (UDOW) as of Q4 2020, up from 30 in Q3 2020.
  • Funds reported $47.2M of ProShares UltraPro Dow 30 stock for Q4 2020, up 67% quarter-over-quarter.
  • 11 funds opened new ProShares UltraPro Dow 30 positions in Q4 2020 and 7 closed out, a net change of +4 holders.
  • The largest ProShares UltraPro Dow 30 buyer in Q4 2020 was Credit Suisse, an estimated $5.35M added.
  • The largest ProShares UltraPro Dow 30 seller in Q4 2020 was Tower Research Capital (TRC), an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2020.