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ProShares Ultra Financials
UYG

64 hedge funds and large institutions have $32.5M invested in ProShares Ultra Financials in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $573K

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $23.5M → $32.5M (+$8.94M)

12% more funds holding

Funds holding: 57 → 64 (+7)

0.82% more ownership

Funds ownership: 3.59% → 4.41% (+0.82%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
15
Closed
5
Calls
$3.89M
Puts
$573K
Net Calls
+$3.32M
Net Calls Change
+$693K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.45M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.41M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$907K
4
Corient Private Wealth
Corient Private Wealth
Florida
+$666K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$642K

Top Sellers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
-$934K
2
TFA
Toth Financial Advisory
Virginia
-$925K
3
9WM
9258 Wealth Management
Ohio
-$428K
4
Osaic Holdings
Osaic Holdings
Arizona
-$352K
5
AWA
Arkadios Wealth Advisors
Georgia
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$304K +$71.3K +1,000 +33%
SC
27
Savant Capital
Illinois
$291K -$17.8K -250 -6%
SA
28
Sanctuary Advisors
Indiana
$286K +$216K +3,033 New
CFG
29
Citizens Financial Group
Rhode Island
$277K – – –
Truist Financial
30
Truist Financial
North Carolina
$275K – – –
LCM
31
Lazari Capital Management
California
$268K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$243K -$112K -1,576 -33%
GLA
33
Good Life Advisors
Pennsylvania
$235K +$219K +3,069 New
PAG
34
Private Advisor Group
New Jersey
$229K +$214K +3,000 New
PFA
35
Plotkin Financial Advisors
Maryland
$219K +$205K +2,872 New
JJBC
36
James J. Burns & Company
New York
$218K +$204K +2,857 New
GVAG
37
Great Valley Advisor Group
Delaware
$212K +$198K +2,776 New
PGWM
38
Parisi Gray Wealth Management
New Jersey
$207K +$193K +2,711 New
Creative Planning
39
Creative Planning
Kansas
$200K +$187K +2,623 New
KAS
40
Kestra Advisory Services
Texas
$200K -$46.2K -647 -20%
HIA
41
Harbor Investment Advisory
Maryland
$160K – – –
AAP
42
Arax Advisory Partners
Colorado
$160K – – –
Citigroup
43
Citigroup
New York
$110K – – –
SWM
44
Spire Wealth Management
Virginia
$98.2K +$5.71K +80 +7%
SIS
45
Strategic Investment Solutions
Illinois
$91.7K +$85.6K +1,200 New
NA
46
NewEdge Advisors
Louisiana
$86.6K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$85.9K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$69K – – –
Barclays
49
Barclays
United Kingdom
$64.7K – – –
MSG
50
Main Street Group
Virginia
$45.9K – – –
1
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UYG Hedge Fund Activity: Q3 2024 in Review

64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q3 2024, worth a combined $32.5M — up 38% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UYG positions and 5 closed out — a net gain of 7 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.45M. The largest seller was IMC Chicago, exiting entirely with an estimated $934K sold.

  • 64 institutional investors held ProShares Ultra Financials (UYG) as of Q3 2024, up from 57 in Q2 2024.
  • Funds reported $32.5M of ProShares Ultra Financials stock for Q3 2024, up 38% quarter-over-quarter.
  • 12 funds opened new ProShares Ultra Financials positions in Q3 2024 and 5 closed out, a net change of +7 holders.
  • The largest ProShares Ultra Financials buyer in Q3 2024 was Susquehanna International Group, an estimated $2.45M added.
  • The largest ProShares Ultra Financials seller in Q3 2024 was IMC Chicago, an estimated $934K sold.

Based on aggregated 13F filings for Q3 2024.