Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (UDOW)

56 + Investors. Track Smart Money conviction in UDOW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — UDOW

Based on 57 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UDOW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
57 funds currently hold this stock — 93% of the 3.0-year high of 61 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

33 buying30 selling
Last quarter: 33 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 11 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 30% medium 21% new
28 out of 57 hedge funds have held UDOW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +63% but shares only +16% — price-driven

Value
+62%
Shares
+16%
Last quarter: the total dollar value of institutional holdings rose +63%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

13 → 12 → 11 → 13 → 17 new funds/Q
New funds entering each quarter: 12 → 11 → 13 → 17. A growing number of institutions are discovering UDOW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 29% newcomers

52% veterans 19% 1-2yr 29% new
Entry-cohort mix of 62 holders: 32 (52%) are 2+ year veterans, 12 entered 1–2 years ago, and 18 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
5 of 56 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UDOW

In 2026 Q2, 33 hedge funds were net buyers of UDOW (17 opened a new position, 16 added to an existing one), while 30 reduced or exited (14 trimmed, 16 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 28% of total institutional value in UDOW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 57.

Hedge Fund Ownership: UDOW

How many hedge funds hold UDOW — quarterly history vs. share price
Quarterly hedge fund ownership of UDOW vs. share price

Market Analysis: UDOW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UDOW

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: UDOW
56 + Investors

Track Smart Money conviction in UDOW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 56 56 -
13F Shares 3M 2M 16.4%
Total Value $172M $105M 62.77%
New Positions 17 13 +4
Increased Positions 15 19 -4
Closed Positions 16 18 -2
Reduced Positions 12 12 -
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: UDOW

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Institutional Holders (2026 Q2)

56 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UDOW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UDOW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 R2 Capital Strategies, LLC 1.30% 40,954 $2.9M
2 Spectrum Financial Alliance Ltd LLC 1.12% 108,810 $7.6M
3 Significant Wealth Partners LLC 0.65% 8,617 $604K
4 CPR Investments Inc. 0.47% 8,763 $614K
5 Encompass More Asset Management 0.40% 39,283 $2.8M
6 Millington Financial Advisors, LLC 0.35% 12,856 $889K
7 Innova Wealth Partners 0.30% 10,420 $730K
8 Provident Wealth Management, LLC 0.17% 9,449 $662K
9 Canal Capital Management, LLC 0.16% 18,207 $1.3M
10 Daviman Financial, LLC 0.15% 3,949 $277K
11 Kaizen Financial Strategies 0.09% 3,850 $270K
12 Discipline Wealth Solutions, LLC 0.08% 12,923 $906K
13 Two Sigma Securities, LLC 0.05% 7,512 $527K
14 Founders Financial Securities LLC 0.05% 12,533 $878K
15 Koshinski Asset Management, Inc. 0.04% 11,858 $831K
16 Tower Research Capital LLC (TRC) 0.02% 14,279 $1.0M
17 Toth Financial Advisory Corp 0.02% 2,700 $189K
18 Cassaday & Co Wealth Management LLC 0.01% 9,002 $631K
19 World Investment Advisors 0.01% 13,243 $665K
20 Capital Investment Advisors, LLC 0.01% 11,729 $822K
21 StoneX Group Inc. 0.01% 3,565 $249K
22 Gts Securities LLC 0.01% 5,225 $367K
23 Spire Wealth Management 0.01% 3,593 $252K
24 EverSource Wealth Advisors, LLC 0.01% 2,930 $205K
25 Citizens Financial Group Inc/Ri 0.01% 8,152 $571K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Proshares Tr (UDOW)

What does the Smart Money Trend signal show for UDOW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UDOW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UDOW?

Slight buying edge — 52% buying: Last quarter: 33 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UDOW holders?

Strong quality — 28% AUM from major funds: 5 of 56 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UDOW?

49% of holders stayed for 2+ years: 28 out of 57 hedge funds have held UDOW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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