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ProShares Ultra Financials
UYG

Overview Fund Activity

51 hedge funds and large institutions have $42.7M invested in ProShares Ultra Financials in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
5
Increased
10
Reduced
15
Closed
6
Calls
$5.79M
Puts
$6.54M
Net Calls
-$746K
Net Calls Change
-$3.89M

Top Buyers

1
OIM
Orca Investment Management
Oregon
$1.18M
2
ACM
Avalon Capital Management
California
$1.76M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$339K
4
TFA
Toth Financial Advisory
Virginia
$5.81M
5
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$206K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
$1.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
3
Bank of America
Bank of America
North Carolina
$1.16M
4
Wolverine Trading
Wolverine Trading
Illinois
$0
5
Simplex Trading
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
26
Capital Directions Investment Advisors
Georgia
$344K – – –
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$339K +$339K +9,000 New
USGIU
28
U.S. Global Investors (USGI)
Texas
$316K – – –
EWA
29
Exencial Wealth Advisors
Oklahoma
$307K -$11.3K -300 -4%
KF
30
Krilogy Financial
Missouri
$276K -$27.1K -720 -9%
PWAP
31
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$206K +$206K +5,469 New
NL
32
NWAM LLC
Washington
$200K +$200K +5,322 New
ASN
33
Advisory Services Network
Georgia
$138K – – –
HNB
34
Huntington National Bank
Ohio
$124K -$114K – –
Wells Fargo
35
Wells Fargo
California
$95K -$113 -3 -0.1%
Barclays
36
Barclays
United Kingdom
$80K +$76.1K +2,013 +1,974%
Goldman Sachs
37
Goldman Sachs
New York
$63K +$9.95K +264 +19%
AG
38
Advisor Group
Arizona
$56K – – –
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$56K +$56K +1,500 New
KPCM
40
Kings Point Capital Management
New York
$50K – – –
RPG
41
Risk Paradigm Group
Texas
$30.6K -$39.2K -1,041 -56%
CFA
42
Carroll Financial Associates
North Carolina
$25K – – –
TDC
43
Thompson Davis & Co
Virginia
$23K – – –
VIA
44
Vantage Investment Advisors
Pennsylvania
$16K – – –
IIC
45
Integrated Investment Consultants
Michigan
$16K – – –
HFM
46
Hartford Financial Management
Connecticut
$15K – – –
WA
47
WealthTrust-Arizona
Arizona
$15K +$1.11K +30 +8%
IA
48
IFP Advisors
Florida
$12K -$35.2K -906 -75%
CG
49
Cutler Group
California
$11K -$55.1K -1,503 -83%
VNA
50
Valley National Advisers
Pennsylvania
$5K – – –
1
2
3