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ProShares Ultra Financials
UYG

Overview Fund Activity

77 hedge funds and large institutions have $35.7M invested in ProShares Ultra Financials in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
77
Holders Change
+14
Holders Change %
+22.22%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
12
Reduced
17
Closed
3
Calls
$4.04M
Puts
$590K
Net Calls
+$3.45M
Net Calls Change
+$135K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.03M
2
WA
2
Waverly Advisors
Alabama
$876K
3
Jane Street
3
Jane Street
New York
$654K
4
FIM
4
Freedom Investment Management
Connecticut
$612K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$384K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$901K
2
Citadel Advisors
2
Citadel Advisors
Florida
$963K
3
TFA
3
Toth Financial Advisory
Virginia
$4.98M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$779K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
Belvedere Trading
26
Belvedere Trading
Illinois
$350K 4,101 -1,228 -23%
KIG
27
Kennedy Investment Group
New Jersey
$350K 4,100 – –
Lido Advisors
28
Lido Advisors
California
$332K 3,881 -360 -8%
Simplex Trading
29
Simplex Trading
Illinois
$327K 3,827 +3,827 New
SC
30
Savant Capital
Illinois
$325K 3,803 – –
Creative Planning
31
Creative Planning
Kansas
$318K 3,720 +1,097 +42%
STA
32
Summit Trail Advisors
New York
$309K 3,621 +3,621 New
Truist Financial
33
Truist Financial
North Carolina
$308K 3,600 – –
LCM
34
Lazari Capital Management
California
$300K 3,510 – –
SA
35
Sanctuary Advisors
Indiana
$295K 3,034 +1 +0%
GLA
36
Good Life Advisors
Pennsylvania
$262K 3,069 – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$256K 3,000 -5,790 -66%
PAG
38
Private Advisor Group
New Jersey
$256K 3,000 – –
SCM
39
Sollinda Capital Management
Florida
$248K 2,900 +2,900 New
JJBC
40
James J. Burns & Company
New York
$244K 2,857 – –
AI
41
Atria Investments
North Carolina
$240K 2,803 +2,803 New
KAS
42
Kestra Advisory Services
Texas
$237K 2,779 +160 +6%
GVAG
43
Great Valley Advisor Group
Delaware
$235K 2,747 -29 -1%
PGWM
44
Parisi Gray Wealth Management
New Jersey
$230K 2,697 -14 -0.5%
PFA
45
Plotkin Financial Advisors
Maryland
$222K 2,593 -279 -10%
Goldman Sachs
46
Goldman Sachs
New York
$217K 2,538 +2,538 New
WBG
47
Wharton Business Group
Pennsylvania
$215K 2,520 +2,520 New
GT
48
Glenmede Trust
Pennsylvania
$210K 2,463 +2,463 New
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$205K 2,402 +2,402 New
WAM
50
WealthTrust Asset Management
Florida
$205K 2,400 +2,400 New
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