ProShares Ultra Industrials
11 hedge funds and large institutions have $5.95M invested in ProShares Ultra Industrials in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, 4 reducing their positions, and closing their positions.
88% more capital invested
Capital invested by funds: $3.16M → $5.95M (+$2.79M)
83% more funds holding
Funds holding: 6 → 11 (+5)
5.95% more ownership
Funds ownership: 19.56% → 25.5% (+5.9%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.3K |
| 2 |
Morgan Stanley
New York
|
+$49 |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$626K |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$197K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.8K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFIM
1
Client First Investment Management
West Bend,
Wisconsin
| $2.59M | +$2.21M | +89,861 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.23M | -$626K | -25,502 | -37% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $936K | -$69.8K | -2,842 | -8% |
|
|
CVA
4
Central Valley Advisors
Sacramento,
California
| $470K | +$401K | +16,332 | New |
|
|
5
IMC Chicago
Chicago,
Illinois
| $449K | -$197K | -8,008 | -34% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $247K | -$14.1K | -574 | -6% |
|
|
TFA
7
Toth Financial Advisory
Leesburg,
Virginia
| $21.9K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $12K | +$10.3K | +418 | New |
|
|
9
Morgan Stanley
New York
| $64 | +$49 | +2 | New |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| $29 | +$25 | +1 | New |
|
11
Wells Fargo
San Francisco,
California
| $26 | – | – | – |
|
UXI Hedge Fund Activity: Q4 2023 in Review
11 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Industrials (UXI) for Q4 2023, worth a combined $5.95M — up 88% from $3.16M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UXI positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $10.3K. The largest seller was Osaic Holdings, cutting an estimated $626K.
- 11 institutional investors held ProShares Ultra Industrials (UXI) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $5.95M of ProShares Ultra Industrials stock for Q4 2023, up 88% quarter-over-quarter.
- 5 funds opened new ProShares Ultra Industrials positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest ProShares Ultra Industrials buyer in Q4 2023 was UBS Group, an estimated $10.3K added.
- The largest ProShares Ultra Industrials seller in Q4 2023 was Osaic Holdings, an estimated $626K sold.
Based on aggregated 13F filings for Q4 2023.