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ProShares Ultra Financials

53 hedge funds and large institutions have $27.2M invested in ProShares Ultra Financials in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,286% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $149K

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $24.8M → $27.2M (+$2.44M)

2% more funds holding

Funds holding: 5253 (+1)

0.5% less ownership

Funds ownership: 4.98%4.48% (-0.5%)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
6
Reduced
14
Closed
8
Calls
$2.06M
Puts
$149K
Net Calls
+$1.92M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
26
Kennedy Investment Group
New Jersey
$226K +$193K +4,100 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$211K -$28.2K -600 -14%
IFG
28
Independent Financial Group
California
$210K +$179K +3,806 New
AAP
29
Arax Advisory Partners
Colorado
$148K
HIA
30
Harbor Investment Advisory
Maryland
$116K -$94.1K -2,000 -49%
HCM
31
Highlander Capital Management
New Jersey
$102K
Bank of America
32
Bank of America
North Carolina
$100K
Citigroup
33
Citigroup
New York
$79.2K
SWM
34
Spire Wealth Management
Virginia
$74.5K -$6.91K -147 -10%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$62.8K
NA
36
NewEdge Advisors
Louisiana
$62.5K
ASN
37
Advisory Services Network
Georgia
$56.5K +$48.2K +1,024 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$51K +$42.3K +900 +2,903%
TVAMP
39
Tennessee Valley Asset Management Partners
Tennessee
$33.2K +$28.3K +602 New
US Bancorp
40
US Bancorp
Minnesota
$33.1K
MSG
41
Main Street Group
Virginia
$33.1K +$28.2K +600 New
HFM
42
Hartford Financial Management
Connecticut
$23.2K
KFS
43
Kelly Financial Services
Massachusetts
$19.9K
CTA
44
Colonial Trust Advisors
South Carolina
$16.6K
UBS Group
45
UBS Group
Switzerland
$16.1K -$20K -426 -59%
VL
46
Vima LLC
Michigan
$13.6K +$11.6K +246 New
GWS
47
Glassman Wealth Services
Virginia
$12.9K
BTI
48
Blue Trust Inc
Georgia
$6K
VNA
49
Valley National Advisers
Pennsylvania
$6K
HBW
50
Hazlett, Burt & Watson
West Virginia
$3K