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ProShares Ultra Financials
UYG

Overview Fund Activity

43 hedge funds and large institutions have $12.1M invested in ProShares Ultra Financials in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
5
Closed
9
Calls
$2M
Puts
$1.03M
Net Calls
+$966K
Net Calls Change
+$1.44M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.71M
2
TFA
Toth Financial Advisory
Virginia
+$702K
3
HighTower Advisors
HighTower Advisors
Illinois
+$461K
4
XS
XR Securities
Illinois
+$264K
5
RIG
Roosevelt Investment Group
New York
+$225K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.76M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$214K
3
BWCS
Beirne Wealth Consulting Services
Connecticut
-$202K
4
BRC
Bell Rock Capital
Delaware
-$36.1K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$36K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
26
Arax Advisory Partners
Colorado
$78K – – –
Wells Fargo
27
Wells Fargo
California
$58K -$29 -1 -0%
KPCM
28
Kings Point Capital Management
New York
$50K – – –
RFWA
29
RPg Family Wealth Advisory
Massachusetts
$31.5K +$2.71K +93 +9%
FHA
30
Flagship Harbor Advisors
Massachusetts
$30K – – –
US Bancorp
31
US Bancorp
Minnesota
$26K – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$20K +$20K +690 New
TPWA
34
TRUE Private Wealth Advisors
Oregon
$13K +$13K +470 New
HFM
35
Hartford Financial Management
Connecticut
$12K – – –
KFS
36
Kelly Financial Services
Massachusetts
$10.5K – – –
CG
37
Cutler Group
California
$7K -$29.8K -1,100 -81%
GWS
38
Glassman Wealth Services
Virginia
$7K – – –
APA
39
American Portfolios Advisors
New York
$5.58K – – –
NL
40
NVWM LLC
Pennsylvania
$5K – – –
BWM
41
BerganKDV Wealth Management
Minnesota
$4K +$32 +1 +0.8%
KPW
42
Kore Private Wealth
New York
$3K – – –
VNA
43
Valley National Advisers
Pennsylvania
$3K – – –
Citadel Advisors
44
Citadel Advisors
Florida
– -$2.76M -116,274 Closed
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
– -$214K -9,000 Closed
BWCS
46
Beirne Wealth Consulting Services
Connecticut
– -$202K -8,484 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
– -$36K -1,500 Closed
ASN
48
Advisory Services Network
Georgia
– -$35K -1,464 Closed
HPC
49
HM Payson & Co
Maine
– -$6K -240 Closed
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