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ProShares UltraPro Dow 30
UDOW

46 hedge funds and large institutions have $180M invested in ProShares UltraPro Dow 30 in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more capital invested

Capital invested by funds: $35.6M → $180M (+$144M)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

31.92% more ownership

Funds ownership: 13.87% → 45.79% (+32%)

16% more call options, than puts

Call options by funds: $32.6M | Put options by funds: $28.1M

10% more funds holding

Funds holding: 42 → 46 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
11
Reduced
12
Closed
9
Calls
$32.6M
Puts
$28.1M
Net Calls
+$4.48M
Net Calls Change
+$9.54M

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$82.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$14.7M
3
GS
GTS Securities
New York
+$6.95M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.92M
5
Jane Street
Jane Street
New York
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
Squarepoint
Squarepoint
New York
-$4.93M
2
XS
XR Securities
Illinois
-$2.77M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.54M
4
SWM
Spire Wealth Management
Virginia
-$1.17M
5
ATPW
Ashton Thomas Private Wealth
Arizona
-$768K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Provident Wealth Management
Tennessee
$387K – – –
QPWM
27
Quadrant Private Wealth Management
Pennsylvania
$387K +$314K +10,400 New
CCWM
28
Cassaday & Co Wealth Management
Virginia
$327K – – –
TFA
29
Toth Financial Advisory
Virginia
$313K -$63.4K -2,100 -20%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$294K +$239K +7,912 New
LPL Financial
31
LPL Financial
California
$289K -$6.04K -200 -3%
JP Morgan Chase
32
JP Morgan Chase
New York
$249K -$187K -6,180 -48%
HT
33
Headlands Technologies
Illinois
$177K +$144K +4,768 New
Comerica Bank
34
Comerica Bank
Texas
$149K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$108K +$87.5K +2,900 New
CG
36
Cutler Group
California
$44K +$36.2K +1,200 New
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$38.9K +$5.31K +176 +20%
BC
38
Barrett & Company
Rhode Island
$19.7K – – –
GEA
39
Glen Eagle Advisors
New Jersey
$11.2K – – –
NA
40
NewEdge Advisors
Louisiana
$7.06K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$6K +$4.47K +148 New
VWM
42
Venturi Wealth Management
Texas
$5.89K – – –
TC
43
Truvestments Capital
Florida
$2.97K +$2.41K +80 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$595 +$483 +16 New
UBS Group
45
UBS Group
Switzerland
$372 -$319K -10,566 -100%
Squarepoint
46
Squarepoint
New York
– -$4.93M -183,408 Closed
XS
47
XR Securities
Illinois
– -$2.77M -102,918 Closed
SWM
48
Spire Wealth Management
Virginia
– -$1.17M -43,610 Closed
Wolverine Trading
49
Wolverine Trading
Illinois
– -$737K -24,436 Closed
Simplex Trading
50
Simplex Trading
Illinois
– -$473K -17,594 Closed
1
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UDOW Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro Dow 30 (UDOW) for Q4 2023, worth a combined $180M — up 404% from $35.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UDOW positions and 9 closed out — a net gain of 5 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was IMC Chicago, adding an estimated $82.5M. The largest seller was Squarepoint, exiting entirely with an estimated $4.93M sold.

  • 46 institutional investors held ProShares UltraPro Dow 30 (UDOW) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $180M of ProShares UltraPro Dow 30 stock for Q4 2023, up 404% quarter-over-quarter.
  • 14 funds opened new ProShares UltraPro Dow 30 positions in Q4 2023 and 9 closed out, a net change of +5 holders.
  • The largest ProShares UltraPro Dow 30 buyer in Q4 2023 was IMC Chicago, an estimated $82.5M added.
  • The largest ProShares UltraPro Dow 30 seller in Q4 2023 was Squarepoint, an estimated $4.93M sold.

Based on aggregated 13F filings for Q4 2023.