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ProShares Ultra Financials
UYG

Overview Fund Activity

56 hedge funds and large institutions have $23.5M invested in ProShares Ultra Financials in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
7
Reduced
14
Closed
3
Calls
$520K
Puts
$826K
Net Calls
-$306K
Net Calls Change
-$793K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$983K
2
TRCT
2
Tower Research Capital (TRC)
New York
$756K
3
Goldman Sachs
3
Goldman Sachs
New York
$1.28M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$352K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.46M

Top Sellers

1
TFA
1
Toth Financial Advisory
Virginia
$4.09M
2
DCM
2
Dimension Capital Management
Florida
$469K
3
MWM
3
Madison Wealth Management
Ohio
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$260K
5
IA
5
IFP Advisors
Florida
$313K
Name Market Value Shares Shares
Change 		Shares
Change %
PGWM
26
Parisi Gray Wealth Management
New Jersey
$243K 5,332 +5,332 New
FFS
27
Founders Financial Securities
Maryland
$216K 4,735 -2,665 -36%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$209K 4,580 +4,580 New
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$205K 4,501 +3,940 +702%
Osaic Holdings
30
Osaic Holdings
Arizona
$191K 4,188 -3,925 -48%
HIA
31
Harbor Investment Advisory
Maryland
$187K 4,100 – –
UBS Group
32
UBS Group
Switzerland
$175K 3,842 -829 -18%
AAP
33
Arax Advisory Partners
Colorado
$123K 2,686 – –
SWM
34
Spire Wealth Management
Virginia
$84K 1,847 +8 +0.4%
Bank of America
35
Bank of America
North Carolina
$82.8K 1,815 – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$73.2K 1,529 – –
ASN
37
Advisory Services Network
Georgia
$44K 964 +964 New
Morgan Stanley
38
Morgan Stanley
New York
$36.5K 800 -555 -41%
AWM
39
Activest Wealth Management
Florida
$34.8K 762 – –
US Bancorp
40
US Bancorp
Minnesota
$27.4K 600 – –
AF
41
Allworth Financial
California
$22.3K 489 – –
HFM
42
Hartford Financial Management
Connecticut
$19.2K 420 – –
CTA
43
Colonial Trust Advisors
South Carolina
$18.2K 400 +400 New
KFS
44
Kelly Financial Services
Massachusetts
$16.4K 360 – –
GWS
45
Glassman Wealth Services
Virginia
$10.7K 234 – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$10K 215 +215 New
VNA
47
Valley National Advisers
Pennsylvania
$6K 120 – –
BTI
48
Blue Trust Inc
Georgia
$5K 137 – –
GWM
49
Geneos Wealth Management
Colorado
$4.59K 101 +1 +1%
HBW
50
Hazlett, Burt & Watson
West Virginia
$3K 60 – –
1
2
3