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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — UDOW

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UDOW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
56 funds currently hold this stock — 92% 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 — +12% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

34 buying31 selling
Last quarter: 34 funds bought or added vs 31 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 — ~13 new funds per quarter

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

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 25% new
24 out of 56 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.
➡️

Steady discovery — ~13 new funds/quarter

6 → 13 → 12 → 11 → 13 new funds/Q
New funds entering each quarter: 13 → 12 → 11 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 21% 1-2yr ■ 25% new
Of 61 current holders: 33 (54%) 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.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
7 of 56 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in UDOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q1, 34 hedge funds were net buyers of UDOW (13 opened a new position, 21 added to an existing one), while 31 reduced or exited (13 trimmed, 18 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 74% of total institutional value in UDOW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 56.

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

-- --

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

Is It Too Late to Buy Proshares Tr (UDOW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UDOW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
UDOW
+34.9%
SPY
+13.9%

UDOW outperformed SPY by +21.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
UDOW
+12.1%
SPY
+0.2%

Since the filing became public, UDOW outperformed SPY by +11.9% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 56 61 -8.2%
13F Shares 2M 3M -23.93%
Total Value $105M $164M -35.72%
New Positions 13 11 +2
Increased Positions 19 45 -26
Closed Positions 18 11 +7
Reduced Positions 12 4 +8
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: UDOW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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 Q1 · 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 Millington Financial Advisors, LLC 0.32% 12,840 $764K
4 Innova Wealth Partners 0.25% 10,618 $533K
5 LM Advisors LLC 0.21% 668 $13K
6 Provident Wealth Management, LLC 0.14% 9,449 $474K
7 Ascentis Independent Advisors 0.14% 36,183 $1.8M
8 Daviman Financial, LLC 0.13% 4,494 $226K
9 Canal Capital Management, LLC 0.12% 18,166 $912K
10 Headlands Technologies LLC 0.10% 17,383 $872K
11 Tower Research Capital LLC (TRC) 0.07% 53,581 $2.7M
12 FSM Wealth Advisors, LLC 0.05% 8,003 $402K
13 Koshinski Asset Management, Inc. 0.04% 12,609 $633K
14 Gts Securities LLC 0.04% 19,854 $997K
15 XTX Topco Ltd 0.03% 35,476 $1.8M
16 Toth Financial Advisory Corp 0.02% 3,150 $158K
17 Strategic Investment Advisors / MI 0.02% 4,600 $231K
18 Smith Chas P & Associates Pa Cpas 0.01% 5,000 $251K
19 World Investment Advisors 0.01% 13,885 $697K
20 Cassaday & Co Wealth Management LLC 0.01% 9,002 $452K
21 Capital Investment Advisors, LLC 0.01% 11,729 $589K
22 Citizens Financial Group Inc/Ri 0.01% 8,139 $408K
23 Spire Wealth Management 0.01% 3,290 $165K
24 Gotham Asset Management, LLC 0.00% 29,018 $1.5M
25 Citadel Advisors LLC 0.00% 361,000 $18.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UDOW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UDOW?

Slight buying edge — 52% buying: Last quarter: 34 funds bought or added vs 31 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?

Elite ownership — 74% AUM from top-100 funds: 7 of 56 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in UDOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UDOW?

43% of holders stayed for 2+ years: 24 out of 56 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.

Is it too late to buy Proshares Tr (UDOW) following the 2026 Q1 hedge fund 13F filings?

As of today, UDOW has moved +12.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +11.9%. Since the quarter end (March 31, 2026), UDOW has gained +34.9% vs +13.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

Full history →