ProShares Ultra Financials
UYG
56 hedge funds and large institutions have $23.5M invested in ProShares Ultra Financials in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
24% more capital invested
Capital invested by funds: $18.9M → $23.5M (+$4.62M)
17% more funds holding
Funds holding: 48 → 56 (+8)
0.21% more ownership
Funds ownership: 4.08% → 4.29% (+0.21%)
37% less call options, than puts
Call options by funds: $520K | Put options by funds: $826K
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$750K |
| 2 |
Goldman Sachs
New York
|
+$549K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$346K |
| 4 |
SCA
Snowden Capital Advisors
New York
|
+$271K |
| 5 |
LPL Financial
San Diego,
California
|
+$259K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
51
Gradient Investments
Arden Hills,
Minnesota
| $1.37K | +$1.36K | +30 | New |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $52 | +$51.3K | +1,133 | New |
|
|
EWA
54
EverSource Wealth Advisors
Birmingham,
Alabama
| $46 | +$45 | +1 | New |
|
55
Wells Fargo
San Francisco,
California
| $46 | +$45 | +1 | New |
|
|
MWM
56
Madison Wealth Management
Cincinnati,
Ohio
| – | -$228K | -6,000 | Closed |
|
57
JP Morgan Chase
New York
| – | -$23K | -600 | Closed |
|
|
CG
58
Cutler Group
San Francisco,
California
| – | -$9K | -199 | -100% |
|
UYG Hedge Fund Activity: Q4 2022 in Review
56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q4 2022, worth a combined $23.5M — up 24% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UYG positions and 3 closed out — a net gain of 11 holders — while 7 added to existing stakes and 14 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $750K. The largest seller was Toth Financial Advisory, cutting an estimated $1.1M.
- 56 institutional investors held ProShares Ultra Financials (UYG) as of Q4 2022, up from 48 in Q3 2022.
- Funds reported $23.5M of ProShares Ultra Financials stock for Q4 2022, up 24% quarter-over-quarter.
- 14 funds opened new ProShares Ultra Financials positions in Q4 2022 and 3 closed out, a net change of +11 holders.
- The largest ProShares Ultra Financials buyer in Q4 2022 was Tower Research Capital (TRC), an estimated $750K added.
- The largest ProShares Ultra Financials seller in Q4 2022 was Toth Financial Advisory, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2022.