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ProShares Ultra Financials
UYG

57 hedge funds and large institutions have $23.5M invested in ProShares Ultra Financials in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $448K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 56 → 57 (+1)

0.8% less ownership

Funds ownership: 4.39% → 3.59% (-0.8%)

26% less capital invested

Capital invested by funds: $31.6M → $23.5M (-$8.1M)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
5
Reduced
16
Closed
7
Calls
$3.07M
Puts
$448K
Net Calls
+$2.62M
Net Calls Change
+$254K

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$942K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$549K
3
AWA
Arkadios Wealth Advisors
Georgia
+$348K
4
TRCT
Tower Research Capital (TRC)
New York
+$306K
5
Lido Advisors
Lido Advisors
California
+$273K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$2.49M
2
HW
Hamilton Wealth
California
-$1.71M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
4
Goldman Sachs
Goldman Sachs
New York
-$799K
5
UBS Group
UBS Group
Switzerland
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$6.85K -$236K -3,666 -97%
GWM
52
Geneos Wealth Management
Colorado
$6.5K – – –
ATPW
53
Ashton Thomas Private Wealth
Arizona
$4.8K +$4.84K +75 New
HBW
54
Hazlett, Burt & Watson
West Virginia
$4K – – –
UBS Group
55
UBS Group
Switzerland
$2.3K -$505K -7,824 -100%
EWA
56
EverSource Wealth Advisors
Alabama
$72 – – –
Wells Fargo
57
Wells Fargo
California
$56 – – –
HW
58
Hamilton Wealth
California
– -$1.71M -25,052 Closed
Goldman Sachs
59
Goldman Sachs
New York
– -$799K -11,699 Closed
LPL Financial
60
LPL Financial
California
– -$467K -6,834 Closed
PFA
61
Plotkin Financial Advisors
Maryland
– -$250K -3,665 Closed
GLA
62
Good Life Advisors
Pennsylvania
– -$210K -3,069 Closed
PAG
63
Private Advisor Group
New Jersey
– -$205K -3,000 Closed
HCM
64
Hollencrest Capital Management
California
– -$342 -5 Closed
1 2
3

UYG Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q2 2024, worth a combined $23.5M — down 26% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UYG positions and 7 closed out — a net gain of 3 holders — while 5 added to existing stakes and 16 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $942K. The largest seller was HighTower Advisors, cutting an estimated $2.49M.

  • 57 institutional investors held ProShares Ultra Financials (UYG) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $23.5M of ProShares Ultra Financials stock for Q2 2024, down 26% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Financials positions in Q2 2024 and 7 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Financials buyer in Q2 2024 was IMC Chicago, an estimated $942K added.
  • The largest ProShares Ultra Financials seller in Q2 2024 was HighTower Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q2 2024.