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ProShares Ultra Financials
UYG

Overview Fund Activity

55 hedge funds and large institutions have $31.3M invested in ProShares Ultra Financials in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
4
Reduced
18
Closed
8
Calls
$2.92M
Puts
$547K
Net Calls
+$2.37M
Net Calls Change
+$454K

Top Buyers

1
HW
1
Hamilton Wealth
California
$1.71M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2M
3
Goldman Sachs
3
Goldman Sachs
New York
$799K
4
CAMG
4
CWA Asset Management Group
Florida
$619K
5
UBS Group
5
UBS Group
Switzerland
$537K

Top Sellers

1
PFA
1
Plotkin Financial Advisors
Maryland
$250K
2
CFIM
2
Client First Investment Management
Wisconsin
$0
3
KAS
3
Kestra Advisory Services
Texas
$202K
4
TRCT
4
Tower Research Capital (TRC)
New York
$68
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
KIG
26
Kennedy Investment Group
New Jersey
$280K 4,100 – –
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$258K 3,773 -49 -1%
PFA
28
Plotkin Financial Advisors
Maryland
$250K 3,665 -41,787 -92%
CFG
29
Citizens Financial Group
Rhode Island
$247K 3,621 +3,621 New
Truist Financial
30
Truist Financial
North Carolina
$246K 3,600 +3,600 New
LCM
31
Lazari Capital Management
California
$240K 3,510 +3,510 New
GLA
32
Good Life Advisors
Pennsylvania
$210K 3,069 +3,069 New
PAG
33
Private Advisor Group
New Jersey
$205K 3,000 +3,000 New
KAS
34
Kestra Advisory Services
Texas
$202K 2,960 -13,075 -82%
Morgan Stanley
35
Morgan Stanley
New York
$196K 2,871 -1,945 -40%
AAP
36
Arax Advisory Partners
Colorado
$167K 2,441 -245 -9%
HIA
37
Harbor Investment Advisory
Maryland
$143K 2,100 – –
HCM
38
Highlander Capital Management
New Jersey
$109K 1,600 -250 -14%
Citigroup
39
Citigroup
New York
$98K 1,435 – –
SWM
40
Spire Wealth Management
Virginia
$86.7K 1,269 -67 -5%
NA
41
NewEdge Advisors
Louisiana
$77.4K 1,133 – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$76.3K 1,129 – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$61K 900 -31 -3%
US Bancorp
44
US Bancorp
Minnesota
$41K 600 – –
MSG
45
Main Street Group
Virginia
$40.4K 600 – –
HFM
46
Hartford Financial Management
Connecticut
$28.7K 420 – –
KFS
47
Kelly Financial Services
Massachusetts
$24.6K 360 – –
CTA
48
Colonial Trust Advisors
South Carolina
$20.5K 300 – –
VNA
49
Valley National Advisers
Pennsylvania
$8K 120 – –
GWM
50
Geneos Wealth Management
Colorado
$6.94K 102 +102 New
1
2
3