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ProShares Ultra Financials
UYG

79 hedge funds and large institutions have $36.4M invested in ProShares Ultra Financials in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more call options, than puts

Call options by funds: $5.77M | Put options by funds: $956K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

1% more funds holding

Funds holding: 78 → 79 (+1)

0% more capital invested

Capital invested by funds: $36.2M → $36.4M (+$177K)

0.07% less ownership

Funds ownership: 4.35% → 4.29% (-0.07%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
17
Closed
6
Calls
$5.77M
Puts
$956K
Net Calls
+$4.81M
Net Calls Change
+$1.36M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.12M
2
Citadel Advisors
Citadel Advisors
Florida
+$612K
3
CBA
Coastal Bridge Advisors
Connecticut
+$500K
4
WAM
WealthTrust Asset Management
Florida
+$328K
5
CPIG
Chicago Partners Investment Group
Illinois
+$252K

Top Sellers

Rank Fund Capital Flow
1
TFA
Toth Financial Advisory
Virginia
-$1.06M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$935K
3
Corient Private Wealth
Corient Private Wealth
Florida
-$779K
4
Jane Street
Jane Street
New York
-$442K
5
Simplex Trading
Simplex Trading
Illinois
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
26
Bryn Mawr Capital Management
Pennsylvania
$442K +$547 +6 +0.1%
KIG
27
Kennedy Investment Group
New Jersey
$366K – – –
Creative Planning
28
Creative Planning
Kansas
$341K +$9.39K +103 +3%
SC
29
Savant Capital
Illinois
$336K -$2.73K -30 -0.8%
STA
30
Summit Trail Advisors
New York
$324K – – –
Truist Financial
31
Truist Financial
North Carolina
$321K – – –
Lido Advisors
32
Lido Advisors
California
$316K -$31.6K -347 -9%
LCM
33
Lazari Capital Management
California
$313K – – –
GLA
34
Good Life Advisors
Pennsylvania
$274K – – –
SA
35
Sanctuary Advisors
Indiana
$270K – – –
PAG
36
Private Advisor Group
New Jersey
$267K – – –
SCM
37
Sollinda Capital Management
Florida
$257K -$1.82K -20 -0.7%
JJBC
38
James J. Burns & Company
New York
$255K – – –
Jane Street
39
Jane Street
New York
$250K -$442K -4,850 -63%
GVAG
40
Great Valley Advisor Group
Delaware
$245K – – –
PGWM
41
Parisi Gray Wealth Management
New Jersey
$240K – – –
KAS
42
Kestra Advisory Services
Texas
$234K -$13.9K -153 -6%
Goldman Sachs
43
Goldman Sachs
New York
$226K – – –
GT
44
Glenmede Trust
Pennsylvania
$220K – – –
LTL
45
Lowery Thomas LLC
California
$218K +$223K +2,446 New
DQRIM
46
Dale Q Rice Investment Management
Washington
$215K +$220K +2,414 New
SF
47
Summit Financial
New Jersey
$207K +$212K +2,327 New
AI
48
Atria Investments
North Carolina
$201K -$49.9K -547 -20%
RPWA
49
Regent Peak Wealth Advisors
Georgia
$201K +$206K +2,256 New
HIA
50
Harbor Investment Advisory
Maryland
$187K – – –
1
2
3 4

UYG Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q1 2025, worth a combined $36.4M — up 0.49% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UYG positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.12M. The largest seller was Toth Financial Advisory, cutting an estimated $1.06M.

  • 79 institutional investors held ProShares Ultra Financials (UYG) as of Q1 2025, up from 78 in Q4 2024.
  • Funds reported $36.4M of ProShares Ultra Financials stock for Q1 2025, up 0.49% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Financials positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Financials buyer in Q1 2025 was Susquehanna International Group, an estimated $1.12M added.
  • The largest ProShares Ultra Financials seller in Q1 2025 was Toth Financial Advisory, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2025.