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ProShares Ultra Financials
UYG

Overview Fund Activity

49 hedge funds and large institutions have $75.7M invested in ProShares Ultra Financials in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
12
Reduced
6
Closed
6
Calls
$4.13M
Puts
$622K
Net Calls
+$3.51M
Net Calls Change
+$2.21M

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$53.6M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.23M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.21M
4
KAS
Kestra Advisory Services
Texas
+$702K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$698K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.95M
2
Bank of America
Bank of America
North Carolina
-$182K
3
HIA
Harbor Investment Advisory
Maryland
-$106K
4
MM
Main Management
California
-$93K
5
Creative Planning
Creative Planning
Kansas
-$42.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Madison Wealth Management
Ohio
$254K +$254K +6,000 New
TW
27
TrinityPoint Wealth
Connecticut
$234K +$234K +5,484 New
BWCS
28
Beirne Wealth Consulting Services
Connecticut
$232K +$232K +5,484 New
PGWM
29
Parisi Gray Wealth Management
New Jersey
$230K +$230K +5,432 New
NL
30
NWAM LLC
Washington
$224K +$224K +5,294 New
Wells Fargo
31
Wells Fargo
California
$202K +$31K +735 +18%
UBS Group
32
UBS Group
Switzerland
$174K +$168K +3,983 +2,907%
AAP
33
Arax Advisory Partners
Colorado
$114K – – –
CG
34
Cutler Group
California
$97K +$73.5K +1,742 +312%
RPWA
35
Regent Peak Wealth Advisors
Georgia
$95K +$95K +2,256 New
Bank of America
36
Bank of America
North Carolina
$76K -$182K -4,300 -70%
Morgan Stanley
37
Morgan Stanley
New York
$69K -$34.9K -823 -34%
ASN
38
Advisory Services Network
Georgia
$64K – – –
KPCM
39
Kings Point Capital Management
New York
$48K -$3.08K -72 -6%
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$45.7K – – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$29K – – –
US Bancorp
42
US Bancorp
Minnesota
$25K – – –
MCC
43
Money Concepts Capital
Florida
$19K +$19K +444 New
HFM
44
Hartford Financial Management
Connecticut
$18K – – –
KFS
45
Kelly Financial Services
Massachusetts
$15.2K – – –
GWS
46
Glassman Wealth Services
Virginia
$10K – – –
APA
47
American Portfolios Advisors
New York
$8.12K – – –
NL
48
NVWM LLC
Pennsylvania
$8K – – –
VNA
49
Valley National Advisers
Pennsylvania
$5K – – –
MM
50
Main Management
California
– -$93K -3,000 Closed
1
2
3