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ProShares Ultra Financials
UYG

79 hedge funds and large institutions have $36.4M invested in ProShares Ultra Financials in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more call options, than puts

Call options by funds: $5.77M | Put options by funds: $956K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

1% more funds holding

Funds holding: 78 → 79 (+1)

0% more capital invested

Capital invested by funds: $36.2M → $36.4M (+$177K)

0.07% less ownership

Funds ownership: 4.35% → 4.29% (-0.07%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
17
Closed
6
Calls
$5.77M
Puts
$956K
Net Calls
+$4.81M
Net Calls Change
+$1.36M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.12M
2
Citadel Advisors
Citadel Advisors
Florida
+$612K
3
CBA
Coastal Bridge Advisors
Connecticut
+$500K
4
WAM
WealthTrust Asset Management
Florida
+$328K
5
CPIG
Chicago Partners Investment Group
Illinois
+$252K

Top Sellers

Rank Fund Capital Flow
1
TFA
Toth Financial Advisory
Virginia
-$1.06M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$935K
3
Corient Private Wealth
Corient Private Wealth
Florida
-$779K
4
Jane Street
Jane Street
New York
-$442K
5
Simplex Trading
Simplex Trading
Illinois
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$186K – – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$155K +$159K +1,740 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$134K -$137K -1,500 -50%
Citigroup
54
Citigroup
New York
$128K – – –
SWM
55
Spire Wealth Management
Virginia
$109K – – –
SIS
56
Strategic Investment Solutions
Illinois
$107K – – –
NA
57
NewEdge Advisors
Louisiana
$101K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$101K – – –
Morgan Stanley
59
Morgan Stanley
New York
$86.7K +$29.7K +326 +50%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$80K – – –
MCM
61
MAI Capital Management
Ohio
$78.9K – – –
Barclays
62
Barclays
United Kingdom
$75.4K – – –
MSG
63
Main Street Group
Virginia
$53.5K – – –
FFA
64
Farther Finance Advisors
California
$53.3K +$54.7K +600 New
US Bancorp
65
US Bancorp
Minnesota
$42.8K +$16.4K +180 +60%
Simplex Trading
66
Simplex Trading
Illinois
$38K -$309K -3,390 -89%
HFM
67
Hartford Financial Management
Connecticut
$37.4K – – –
AF
68
Allworth Financial
California
$34.4K +$38.3K +420 New
PMFA
69
Plante Moran Financial Advisors
Michigan
$33.2K – – –
MA
70
MCF Advisors
Kentucky
$26.8K – – –
JP Morgan Chase
71
JP Morgan Chase
New York
$23.2K +$23.7K +260 New
GWM
72
Geneos Wealth Management
Colorado
$18.2K +$9.3K +102 +100%
CTA
73
Colonial Trust Advisors
South Carolina
$17.8K – – –
VNA
74
Valley National Advisers
Pennsylvania
$10K – – –
UBS Group
75
UBS Group
Switzerland
$5.79K -$28.2K -309 -83%
1 2
3
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UYG Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q1 2025, worth a combined $36.4M — up 0.49% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UYG positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.12M. The largest seller was Toth Financial Advisory, cutting an estimated $1.06M.

  • 79 institutional investors held ProShares Ultra Financials (UYG) as of Q1 2025, up from 78 in Q4 2024.
  • Funds reported $36.4M of ProShares Ultra Financials stock for Q1 2025, up 0.49% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Financials positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Financials buyer in Q1 2025 was Susquehanna International Group, an estimated $1.12M added.
  • The largest ProShares Ultra Financials seller in Q1 2025 was Toth Financial Advisory, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2025.