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ProShares Ultra Financials
UYG

78 hedge funds and large institutions have $36.2M invested in ProShares Ultra Financials in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

585% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $590K

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

22% more funds holding

Funds holding: 64 → 78 (+14)

11% more capital invested

Capital invested by funds: $32.5M → $36.2M (+$3.7M)

0.05% less ownership

Funds ownership: 4.41% → 4.35% (-0.05%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
12
Reduced
18
Closed
3
Calls
$4.04M
Puts
$590K
Net Calls
+$3.45M
Net Calls Change
+$135K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.9M
2
WA
Waverly Advisors
Alabama
+$884K
3
Jane Street
Jane Street
New York
+$660K
4
FIM
Freedom Investment Management
Connecticut
+$618K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$387K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.74M
3
TFA
Toth Financial Advisory
Virginia
-$1.09M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$806K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
51
WealthTrust Asset Management
Florida
$205K +$207K +2,400 New
HIA
52
Harbor Investment Advisory
Maryland
$179K – – –
AAP
53
Arax Advisory Partners
Colorado
$179K – – –
Citigroup
54
Citigroup
New York
$123K – – –
SWM
55
Spire Wealth Management
Virginia
$105K -$5K -58 -5%
SIS
56
Strategic Investment Solutions
Illinois
$103K – – –
NA
57
NewEdge Advisors
Louisiana
$96.8K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$96.5K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
MCM
60
MAI Capital Management
Ohio
$75.6K +$76.3K +885 New
Barclays
61
Barclays
United Kingdom
$72.3K – – –
Morgan Stanley
62
Morgan Stanley
New York
$55.2K +$37.5K +435 +206%
MSG
63
Main Street Group
Virginia
$51.3K – – –
GRP
64
Global Retirement Partners
California
$51.3K +$51.7K +600 New
HFM
65
Hartford Financial Management
Connecticut
$35.9K – – –
TSMHT
66
Thurston Springer Miller Herd & Titak
Indiana
$34.2K +$34.5K +400 New
UBS Group
67
UBS Group
Switzerland
$32K +$31K +359 +2,393%
PMFA
68
Plante Moran Financial Advisors
Michigan
$31.8K – – –
US Bancorp
69
US Bancorp
Minnesota
$25.6K -$15.9K -184 -38%
MA
70
MCF Advisors
Kentucky
$25.6K – – –
CTA
71
Colonial Trust Advisors
South Carolina
$17.1K – – –
VNA
72
Valley National Advisers
Pennsylvania
$10K – – –
GWM
73
Geneos Wealth Management
Colorado
$8.73K – – –
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$5.47K – – –
HBW
75
Hazlett, Burt & Watson
West Virginia
$5K – – –
1 2
3
4

UYG Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q4 2024, worth a combined $36.2M — up 11% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UYG positions and 3 closed out — a net gain of 15 holders — while 12 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.9M. The largest seller was Susquehanna International Group, cutting an estimated $2.79M.

  • 78 institutional investors held ProShares Ultra Financials (UYG) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $36.2M of ProShares Ultra Financials stock for Q4 2024, up 11% quarter-over-quarter.
  • 18 funds opened new ProShares Ultra Financials positions in Q4 2024 and 3 closed out, a net change of +15 holders.
  • The largest ProShares Ultra Financials buyer in Q4 2024 was Envestnet Asset Management, an estimated $2.9M added.
  • The largest ProShares Ultra Financials seller in Q4 2024 was Susquehanna International Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2024.