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ProShares Ultra Financials
UYG

Overview Fund Activity

40 hedge funds and large institutions have $9.75M invested in ProShares Ultra Financials in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-21
Holders Change %
-34.43%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
8
Closed
23
Calls
$1.43M
Puts
$1.9M
Net Calls
-$473K
Net Calls Change
-$8.36M

Top Buyers

1
PO
Private Ocean
California
+$179K
2
Citadel Advisors
Citadel Advisors
Florida
+$75.3K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$36K
4
CG
Cutler Group
California
+$32K
5
Truist Financial
Truist Financial
North Carolina
+$23.8K

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$6.03M
2
TFA
Toth Financial Advisory
Virginia
-$1.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$998K
4
LFAS
Level Four Advisory Services
Texas
-$876K
5
SBIA
Sheaff Brock Investment Advisors
Indiana
-$644K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
26
RPg Family Wealth Advisory
Massachusetts
$23.4K -$6.83K -288 -23%
US Bancorp
27
US Bancorp
Minnesota
$21K – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
HFM
29
Hartford Financial Management
Connecticut
$10K – – –
KFS
30
Kelly Financial Services
Massachusetts
$8.54K – – –
HPC
31
HM Payson & Co
Maine
$6K – – –
GWS
32
Glassman Wealth Services
Virginia
$6K – – –
APA
33
American Portfolios Advisors
New York
$4.56K – – –
NL
34
NVWM LLC
Pennsylvania
$4K – – –
VNA
35
Valley National Advisers
Pennsylvania
$3K – – –
BWM
36
BerganKDV Wealth Management
Minnesota
$3K – – –
KPW
37
Kore Private Wealth
New York
$3K – – –
GWM
38
Geneos Wealth Management
Colorado
– -$6.03M -112,610 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$998K -18,603 Closed
SBIA
40
Sheaff Brock Investment Advisors
Indiana
– -$644K -12,000 Closed
LPL Financial
41
LPL Financial
California
– -$518K -9,661 Closed
SMH
42
Sanders Morris Harris
Texas
– -$360K -9,000 Closed
RIG
43
Roosevelt Investment Group
New York
– -$415K -7,731 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$409K -7,622 Closed
Creative Planning
45
Creative Planning
Kansas
– -$348K -6,484 Closed
RJFSA
46
Raymond James Financial Services Advisors
Florida
– -$339K -6,323 Closed
HighTower Advisors
47
HighTower Advisors
Illinois
– -$304K -5,674 Closed
PGWM
48
Parisi Gray Wealth Management
New Jersey
– -$302K -5,632 Closed
NL
49
NWAM LLC
Washington
– -$295K -5,501 Closed
KCM
50
Karp Capital Management
California
– -$295K -5,490 Closed
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