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ProShares Ultra Financials
UYG

73 hedge funds and large institutions have $33.9M invested in ProShares Ultra Financials in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $535K

0.42% less ownership

Funds ownership: 4.29% → 3.86% (-0.42%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

7% less capital invested

Capital invested by funds: $36.4M → $33.9M (-$2.43M)

8% less funds holding

Funds holding: 79 → 73 (-6)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
15
Closed
11
Calls
$3.29M
Puts
$535K
Net Calls
+$2.75M
Net Calls Change
-$2.06M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.43M
2
Northern Trust
Northern Trust
Illinois
+$609K
3
CCWM
Cassaday & Co Wealth Management
Virginia
+$601K
4
Citadel Advisors
Citadel Advisors
Florida
+$495K
5
DCM
Dimension Capital Management
Florida
+$430K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.76M
2
FIM
Freedom Investment Management
Connecticut
-$693K
3
TFA
Toth Financial Advisory
Virginia
-$646K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$592K
5
WAM
WealthTrust Asset Management
Florida
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$354K -$10.3K -120 -3%
STA
27
Summit Trail Advisors
New York
$346K – – –
Truist Financial
28
Truist Financial
North Carolina
$344K – – –
Lido Advisors
29
Lido Advisors
California
$338K – – –
LCM
30
Lazari Capital Management
California
$335K – – –
SA
31
Sanctuary Advisors
Indiana
$290K +$86 +1 +0%
PAG
32
Private Advisor Group
New Jersey
$287K – – –
SCM
33
Sollinda Capital Management
Florida
$275K – – –
JJBC
34
James J. Burns & Company
New York
$273K – – –
GVAG
35
Great Valley Advisor Group
Delaware
$263K +$430 +5 +0.2%
LPL Financial
36
LPL Financial
California
$259K +$233K +2,708 New
PGWM
37
Parisi Gray Wealth Management
New Jersey
$258K +$601 +7 +0.3%
KAS
38
Kestra Advisory Services
Texas
$252K +$516 +6 +0.2%
Goldman Sachs
39
Goldman Sachs
New York
$243K – – –
GIM
40
Glenmede Investment Management
Pennsylvania
$235K +$212K +2,463 New
LTL
41
Lowery Thomas LLC
California
$234K +$601 +7 +0.3%
SF
42
Summit Financial
New Jersey
$223K +$430 +5 +0.2%
BRWA
43
B. Riley Wealth Advisors
Florida
$215K +$193K +2,248 New
HIA
44
Harbor Investment Advisory
Maryland
$201K – – –
SWM
45
Sculati Wealth Management
Michigan
$201K +$180K +2,100 New
AAP
46
Arax Advisory Partners
Colorado
$200K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$166K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$143K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$132K +$41.2K +480 +53%
SIS
50
Strategic Investment Solutions
Illinois
$115K – – –
1
2
3 4

UYG Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q2 2025, worth a combined $33.9M — down 6.7% from $36.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of UYG and 8 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, adding an estimated $1.43M. The largest seller was Envestnet Asset Management, cutting an estimated $2.76M.

  • 73 institutional investors held ProShares Ultra Financials (UYG) as of Q2 2025, down from 79 in Q1 2025.
  • Funds reported $33.9M of ProShares Ultra Financials stock for Q2 2025, down 6.7% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Financials positions in Q2 2025 and 11 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Financials buyer in Q2 2025 was Jane Street, an estimated $1.43M added.
  • The largest ProShares Ultra Financials seller in Q2 2025 was Envestnet Asset Management, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2025.