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ProShares Ultra Financials
UYG

73 hedge funds and large institutions have $33.9M invested in ProShares Ultra Financials in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $535K

0.42% less ownership

Funds ownership: 4.29% → 3.86% (-0.42%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

7% less capital invested

Capital invested by funds: $36.4M → $33.9M (-$2.43M)

8% less funds holding

Funds holding: 79 → 73 (-6)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
15
Closed
11
Calls
$3.29M
Puts
$535K
Net Calls
+$2.75M
Net Calls Change
-$2.06M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.43M
2
Northern Trust
Northern Trust
Illinois
+$609K
3
CCWM
Cassaday & Co Wealth Management
Virginia
+$601K
4
Citadel Advisors
Citadel Advisors
Florida
+$495K
5
DCM
Dimension Capital Management
Florida
+$430K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.76M
2
FIM
Freedom Investment Management
Connecticut
-$693K
3
TFA
Toth Financial Advisory
Virginia
-$646K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$592K
5
WAM
WealthTrust Asset Management
Florida
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$111K -$5.76K -67 -5%
NA
52
NewEdge Advisors
Louisiana
$108K – – –
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$108K – – –
Morgan Stanley
54
Morgan Stanley
New York
$89.5K -$3.09K -36 -4%
MCM
55
MAI Capital Management
Ohio
$84.1K -$430 -5 -0.6%
Barclays
56
Barclays
United Kingdom
$80.8K – – –
FFA
57
Farther Finance Advisors
California
$72.6K +$13.7K +160 +27%
GRP
58
Global Retirement Partners
California
$68.8K +$61.9K +720 New
MSG
59
Main Street Group
Virginia
$57.3K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$44.3K -$484K -5,636 -92%
AF
61
Allworth Financial
California
$40.1K – – –
HFM
62
Hartford Financial Management
Connecticut
$40.1K – – –
PMFA
63
Plante Moran Financial Advisors
Michigan
$35.5K – – –
MA
64
MCF Advisors
Kentucky
$28.7K – – –
US Bancorp
65
US Bancorp
Minnesota
$28.7K -$15.5K -180 -38%
JP Morgan Chase
66
JP Morgan Chase
New York
$23.9K -$859 -10 -4%
CTA
67
Colonial Trust Advisors
South Carolina
$19.1K – – –
VNA
68
Valley National Advisers
Pennsylvania
$11K – – –
GWM
69
Geneos Wealth Management
Colorado
$9.79K -$8.76K -102 -50%
HBW
70
Hazlett, Burt & Watson
West Virginia
$6K – – –
BCMIO
71
Beacon Capital Management Inc (Ohio)
Ohio
$4.2K +$3.78K +44 New
CWM
72
Copia Wealth Management
Oregon
$478 – – –
Wells Fargo
73
Wells Fargo
California
$49 – – –
FIM
74
Freedom Investment Management
Connecticut
– -$693K -7,778 Closed
WAM
75
WealthTrust Asset Management
Florida
– -$535K -6,000 Closed
1 2
3
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UYG Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q2 2025, worth a combined $33.9M — down 6.7% from $36.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of UYG and 8 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, adding an estimated $1.43M. The largest seller was Envestnet Asset Management, cutting an estimated $2.76M.

  • 73 institutional investors held ProShares Ultra Financials (UYG) as of Q2 2025, down from 79 in Q1 2025.
  • Funds reported $33.9M of ProShares Ultra Financials stock for Q2 2025, down 6.7% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Financials positions in Q2 2025 and 11 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Financials buyer in Q2 2025 was Jane Street, an estimated $1.43M added.
  • The largest ProShares Ultra Financials seller in Q2 2025 was Envestnet Asset Management, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2025.