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ProShares UltraPro Dow 30

34 hedge funds and large institutions have $37.9M invested in ProShares UltraPro Dow 30 in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $80M | Put options by funds: $43.7M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.7% less ownership

Funds ownership: 9.33%8.63% (-0.7%)

19% less funds holding

Funds holding: 4234 (-8)

23% less capital invested

Capital invested by funds: $49.3M → $37.9M (-$11.4M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
34
Holders Change
-8
Holders Change %
-19.05%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
11
Reduced
11
Closed
13
Calls
$80M
Puts
$43.7M
Net Calls
+$36.2M
Net Calls Change
+$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
1
Ashton Thomas Private Wealth
Arizona
$9.95M +$1.46M +38,656 +15%
Citadel Advisors
2
Citadel Advisors
Florida
$6.27M -$2.78M -73,562 -29%
JF
3
Jump Financial
Illinois
$2.86M +$3.15M +83,208 New
PFM
4
Probabilities Fund Management
New York
$2.55M -$3.08M -81,260 -52%
CCM
5
Coldstream Capital Management
Washington
$1.8M
Jane Street
6
Jane Street
New York
$1.6M -$1.74M -45,952 -50%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.53M +$277K +7,306 +20%
Goldman Sachs
8
Goldman Sachs
New York
$1.39M
TFA
9
Toth Financial Advisory
Virginia
$1.27M +$454 +12 +0%
Bank of America
10
Bank of America
North Carolina
$1.16M +$1.26M +33,336 +11,112%
Wolverine Trading
11
Wolverine Trading
Illinois
$1.05M +$39K +1,030 +4%
Morgan Stanley
12
Morgan Stanley
New York
$792K -$250K -6,596 -22%
CIA
13
Capital Investment Advisors
Georgia
$759K -$91.6K -2,420 -10%
KeyBank National Association
14
KeyBank National Association
Ohio
$714K
NL
15
NWAM LLC
Washington
$619K +$151K +4,000 +29%
IWA
16
Intercontinental Wealth Advisors
Texas
$501K +$6.59K +174 +1%
AIP
17
Ahrens Investment Partners
Louisiana
$495K +$545K +14,400 New
Squarepoint
18
Squarepoint
New York
$491K +$540K +14,276 New
Vontobel Holding
19
Vontobel Holding
Switzerland
$413K +$454K +12,000 New
HIS
20
Harvest Investment Services
Illinois
$401K -$53.3K -1,408 -11%
TRCT
21
Tower Research Capital (TRC)
New York
$222K +$155K +4,096 +174%
WPW
22
Warther Private Wealth
Ohio
$215K +$227K +6,000 New
JP Morgan Chase
23
JP Morgan Chase
New York
$211K +$177K +4,686 +326%
GC
24
Garde Capital
Washington
$206K +$606 +16 +0.3%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$175K -$339K -8,966 -64%

UDOW Hedge Fund Activity: Q3 2021 in Review

34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro Dow 30 (UDOW) for Q3 2021, worth a combined $37.9M — down 23% from $49.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UDOW and 6 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was Jump Financial, opening a new position worth an estimated $3.15M. The largest seller was Probabilities Fund Management, cutting an estimated $3.08M.

  • 34 institutional investors held ProShares UltraPro Dow 30 (UDOW) as of Q3 2021, down from 42 in Q2 2021.
  • Funds reported $37.9M of ProShares UltraPro Dow 30 stock for Q3 2021, down 23% quarter-over-quarter.
  • 6 funds opened new ProShares UltraPro Dow 30 positions in Q3 2021 and 13 closed out, a net change of -7 holders.
  • The largest ProShares UltraPro Dow 30 buyer in Q3 2021 was Jump Financial, an estimated $3.15M added.
  • The largest ProShares UltraPro Dow 30 seller in Q3 2021 was Probabilities Fund Management, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2021.