Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (USD)

69 + Investors. Track Smart Money conviction in USD. 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
↑ +12
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — USD

Based on 70 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 USD 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
70 hedge funds hold USD 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

37 buying30 selling
Last quarter: 37 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new USD position: 17 → 14 → 12 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 36% new

34% conviction (2yr+) 30% medium 36% new
Of the 70 current holders: 24 (34%) held >2 years, 21 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+121% value, -28% shares)

Value
+121%
Shares
-27%
Last quarter: total value of institutional USD holdings rose +121% even though funds reduced share count by 28%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~20 new funds/quarter

19 → 17 → 14 → 12 → 20 new funds/Q
New funds entering each quarter: 17 → 14 → 12 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 42% newcomers

45% veterans 13% 1-2yr 42% new
Entry-cohort mix of 78 holders: 35 (45%) are 2+ year veterans, 10 entered 1–2 years ago, and 33 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
9 of 69 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — USD

In 2026 Q2, 37 hedge funds were net buyers of USD (20 opened a new position, 17 added to an existing one), while 30 reduced or exited (22 trimmed, 8 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: USD

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

Market Analysis: USD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USD

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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 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: USD
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 58 18.97%
13F Shares 11M 16M -27.73%
Total Value $294M $133M 121.26%
New Positions 20 12 +8
Increased Positions 16 18 -2
Closed Positions 8 15 -7
Reduced Positions 20 11 +9
Total Calls 4 3 33.33%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: USD

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Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:
Top 25 USD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dale Q Rice Investment Management Ltd 25.91% 458,314 $47.8M
2 Dedeker Financial LLC 5.08% 85,705 $8.9M
3 Chung Wu Investment Group, LLC 0.99% 14,370 $1.5M
4 Retirement Planning Co of New England, Inc. 0.93% 24,707 $2.6M
5 Avaii Wealth Management, LLC 0.76% 24,864 $2.6M
6 Client First Investment Management LLC 0.47% 10,756 $1.1M
7 Integrated Wealth Concepts LLC 0.34% 663,610 $69.2M
8 J.E. Simmons & Co., P.C. 0.31% 5,324 $555K
9 Morse Asset Management, Inc 0.23% 13,397 $1.4M
10 Plotkin Financial Advisors, LLC 0.19% 4,277 $446K
11 Concentrum Wealth Management 0.10% 4,080 $425K
12 Simplicity Wealth,LLC 0.07% 20,821 $2.2M
13 HUB Investment Partners, LLC 0.05% 25,253 $2.6M
14 Peak Retirement Planning, Inc. 0.04% 2,693 $281K
15 Two Sigma Securities, LLC 0.04% 4,211 $439K
16 Rothschild Wealth LLC 0.04% 4,500 $469K
17 Himension Capital (singapore) PTE. LTD. 0.04% 5,641 $588K
18 Keating Financial Advisory Services, Inc. 0.03% 2,240 $234K
19 Valeo Financial Advisors, LLC 0.02% 9,200 $959K
20 Moors & Cabot, Inc. 0.02% 4,861 $507K
21 Blair William & Co/Il 0.02% 58,182 $6.1M
22 SBI Securities Co., Ltd. 0.01% 5,496 $573K
23 First National Trust Co 0.01% 3,174 $331K
24 Mercer Global Advisors Inc /Adv 0.01% 81,681 $8.5M
25 Prime Capital Investment Advisors, LLC 0.01% 10,426 $1.1M
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 (USD)

What does the Smart Money Trend signal show for USD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USD 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 USD?

Slight buying edge — 55% buying: Last quarter: 37 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 USD holders?

Smaller funds dominant — 2% AUM from top-100: 9 of 69 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 USD?

Mixed — 34% long-term, 36% new: Of the 70 current holders: 24 (34%) held >2 years, 21 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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