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ProShares Ultra Financials

71 hedge funds and large institutions have $33.1M invested in ProShares Ultra Financials in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
71
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.29M
Puts
$535K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
26
Summit Trail Advisors
New York
$346K
Truist Financial
27
Truist Financial
North Carolina
$344K
Lido Advisors
28
Lido Advisors
California
$338K
LCM
29
Lazari Capital Management
California
$335K
PAG
30
Private Advisor Group
New Jersey
$287K
SCM
31
Sollinda Capital Management
Florida
$275K
JJBC
32
James J. Burns & Company
New York
$273K
GVAG
33
Great Valley Advisor Group
Delaware
$263K
LPL Financial
34
LPL Financial
California
$259K
PGWM
35
Parisi Gray Wealth Management
New Jersey
$258K
KAS
36
Kestra Advisory Services
Texas
$252K
Goldman Sachs
37
Goldman Sachs
New York
$243K
GIM
38
Glenmede Investment Management
Pennsylvania
$235K
LTL
39
Lowery Thomas LLC
California
$234K
SF
40
Summit Financial
New Jersey
$223K
BRWA
41
B. Riley Wealth Advisors
Florida
$215K
HIA
42
Harbor Investment Advisory
Maryland
$201K
SWM
43
Sculati Wealth Management
Michigan
$201K
AAP
44
Arax Advisory Partners
Colorado
$200K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$166K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$143K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$132K
SIS
48
Strategic Investment Solutions
Illinois
$115K
SWM
49
Spire Wealth Management
Virginia
$111K
NA
50
NewEdge Advisors
Louisiana
$108K