Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSHARES TR (UDOW)

65 + 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
→ 0
Streak
1Q —
Buyers last Q
77%

Smart Money Signals — UDOW

Based on 59 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
59 hedge funds hold UDOW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 77% buying

55 buying16 selling
Last quarter: 55 funds were net buyers (11 opened a brand new position + 44 added to an existing one). Only 16 were sellers (5 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 13 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 25% medium 27% new
28 out of 59 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.
💎

Buying through price weakness — shares +89%, value +3%

Value
+2%
Shares
+89%
Last quarter: funds added +89% more shares while total portfolio value only changed +3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

12 → 6 → 13 → 12 → 11 new funds/Q
New funds entering each quarter: 6 → 13 → 12 → 11. A growing number of institutions are discovering UDOW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 11% 1-2yr 31% new
Of 65 current holders: 38 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
5 of 59 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: UDOW
2026 Q1 Stats Unlock in 17 days 65 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 65 67 -2.99%
13F Shares 3M 1M 89.13%
Total Value $163M $159M 2.6%
New Positions 11 12 -1
Increased Positions 64 26 +38
Closed Positions 13 5 +8
Reduced Positions 7 35 -28
Total Calls 3 4 -25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: UDOW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

65 + investors

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

Top 20 institutional holders of UDOW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Financial Alliance Ltd LLC 0.86% 88,732 $4.5M
2 Significant Wealth Partners LLC 0.52% 8,416 $422K
3 Innova Wealth Partners 0.25% 10,618 $533K
4 Provident Wealth Management, LLC 0.14% 9,449 $474K
5 Ascentis Independent Advisors 0.14% 36,183 $1.8M
6 Daviman Financial, LLC 0.13% 4,494 $226K
7 Canal Capital Management, LLC 0.12% 18,166 $912K
8 FSM Wealth Advisors, LLC 0.05% 8,003 $402K
9 Koshinski Asset Management, Inc. 0.04% 12,609 $633K
10 TOTH FINANCIAL ADVISORY CORP 0.02% 3,150 $158K
11 World Investment Advisors 0.01% 13,885 $697K
12 Capital Investment Advisors, LLC 0.01% 11,729 $589K
13 CITIZENS FINANCIAL GROUP INC/RI 0.01% 8,139 $408K
14 Spire Wealth Management 0.01% 3,290 $165K
15 KEYBANK NATIONAL ASSOCIATION/OH 0.00% 15,320 $769K
16 SBI Securities Co., Ltd. 0.00% 1,297 $65K
17 Vermillion Wealth Management, Inc. 0.00% 11
18 FIFTH THIRD BANCORP 0.00% 2,000 $100K
19 Farther Finance Advisors, LLC 0.00% 360 $18K
20 Sound Income Strategies, LLC 0.00% 20 $1K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for UDOW?

More buyers than sellers — 77% buying: Last quarter: 55 funds were net buyers (11 opened a brand new position + 44 added to an existing one). Only 16 were sellers (5 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UDOW holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 59 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UDOW?

47% of holders stayed for 2+ years: 28 out of 59 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.