We are live on ! Find out more
UYG icon

ProShares Ultra Financials

62 hedge funds and large institutions have $22.1M invested in ProShares Ultra Financials in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 3.95%3.4% (-0.54%)

15% less funds holding

Funds holding: 7362 (-11)

21% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.42M

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

30% less capital invested

Capital invested by funds: $31.7M → $22.1M (-$9.67M)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
62
Holders Change
-11
Holders Change %
-15.07%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
13
Closed
18
Calls
$1.13M
Puts
$1.42M
Net Calls
-$293K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Change in
Stake
STA
26
Summit Trail Advisors
New York
$266K -$298K -3,621 -50%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$263K
Lido Advisors
28
Lido Advisors
California
$259K
LCM
29
Lazari Capital Management
California
$258K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$256K -$145K -1,765 -34%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$239K +$268K +3,262 New
HighTower Advisors
32
HighTower Advisors
Illinois
$225K +$164 +2 +0.1%
SA
33
Sanctuary Advisors
Indiana
$222K +$82 +1 +0%
PAG
34
Private Advisor Group
New Jersey
$220K
HIA
35
Harbor Investment Advisory
Maryland
$154K
AAP
36
Arax Advisory Partners
Colorado
$154K
MCM
37
MAI Capital Management
Ohio
$150K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$111K +$11.1K +135 +10%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$110K
SIS
40
Strategic Investment Solutions
Illinois
$88.1K
NA
41
NewEdge Advisors
Louisiana
$83.1K
TRCT
42
Tower Research Capital (TRC)
New York
$65.3K +$73.1K +889 New
FFA
43
Farther Finance Advisors
California
$55K
SWM
44
Spire Wealth Management
Virginia
$51.7K -$8.3K -101 -13%
MSG
45
Main Street Group
Virginia
$44K +$49.3K +600 New
Osaic Holdings
46
Osaic Holdings
Arizona
$37.2K -$507K -6,165 -92%
HFM
47
Hartford Financial Management
Connecticut
$30.8K
PMFA
48
Plante Moran Financial Advisors
Michigan
$27.3K
MA
49
MCF Advisors
Kentucky
$22K
SGK
50
Steigerwald Gordon & Koch
Virginia
$22K