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ProShares Ultra Financials
UYG

57 hedge funds and large institutions have $23.5M invested in ProShares Ultra Financials in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $448K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 56 → 57 (+1)

0.8% less ownership

Funds ownership: 4.39% → 3.59% (-0.8%)

26% less capital invested

Capital invested by funds: $31.6M → $23.5M (-$8.1M)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
5
Reduced
16
Closed
7
Calls
$3.07M
Puts
$448K
Net Calls
+$2.62M
Net Calls Change
+$254K

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$942K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$549K
3
AWA
Arkadios Wealth Advisors
Georgia
+$348K
4
TRCT
Tower Research Capital (TRC)
New York
+$306K
5
Lido Advisors
Lido Advisors
California
+$273K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$2.49M
2
HW
Hamilton Wealth
California
-$1.71M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
4
Goldman Sachs
Goldman Sachs
New York
-$799K
5
UBS Group
UBS Group
Switzerland
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Savant Capital
Illinois
$259K -$12.7K -197 -5%
CFG
27
Citizens Financial Group
Rhode Island
$232K – – –
Truist Financial
28
Truist Financial
North Carolina
$230K – – –
LCM
29
Lazari Capital Management
California
$225K – – –
KAS
30
Kestra Advisory Services
Texas
$209K +$19.7K +306 +10%
Bank of America
31
Bank of America
North Carolina
$193K -$70.9K -1,100 -27%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$192K +$193K +3,000 New
HIA
33
Harbor Investment Advisory
Maryland
$134K – – –
AAP
34
Arax Advisory Partners
Colorado
$134K -$22.6K -350 -14%
Morgan Stanley
35
Morgan Stanley
New York
$105K -$79.8K -1,238 -43%
Citigroup
36
Citigroup
New York
$91.8K – – –
SWM
37
Spire Wealth Management
Virginia
$77.1K -$4.13K -64 -5%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$75K – – –
NA
39
NewEdge Advisors
Louisiana
$72.5K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$58K – – –
Barclays
41
Barclays
United Kingdom
$54.1K +$54.6K +846 New
MSG
42
Main Street Group
Virginia
$38.6K – – –
US Bancorp
43
US Bancorp
Minnesota
$38.4K – – –
HFM
44
Hartford Financial Management
Connecticut
$26.9K – – –
PMFA
45
Plante Moran Financial Advisors
Michigan
$23.8K +$24K +372 New
KFS
46
Kelly Financial Services
Massachusetts
$23K – – –
MA
47
MCF Advisors
Kentucky
$19.2K +$19.3K +300 New
CC
48
Cypress Capital
Tennessee
$16.4K +$16.6K +257 New
CTA
49
Colonial Trust Advisors
South Carolina
$14.4K -$4.84K -75 -25%
VNA
50
Valley National Advisers
Pennsylvania
$7K – – –
1
2
3

UYG Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q2 2024, worth a combined $23.5M — down 26% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UYG positions and 7 closed out — a net gain of 3 holders — while 5 added to existing stakes and 16 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $942K. The largest seller was HighTower Advisors, cutting an estimated $2.49M.

  • 57 institutional investors held ProShares Ultra Financials (UYG) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $23.5M of ProShares Ultra Financials stock for Q2 2024, down 26% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Financials positions in Q2 2024 and 7 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Financials buyer in Q2 2024 was IMC Chicago, an estimated $942K added.
  • The largest ProShares Ultra Financials seller in Q2 2024 was HighTower Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q2 2024.