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ProShares Ultra Financials
UYG

62 hedge funds and large institutions have $22.1M invested in ProShares Ultra Financials in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 3.95% → 3.4% (-0.54%)

15% less funds holding

Funds holding: 73 → 62 (-11)

21% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.42M

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

30% less capital invested

Capital invested by funds: $31.7M → $22.1M (-$9.67M)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
62
Holders Change
-11
Holders Change %
-15.07%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
13
Closed
18
Calls
$1.13M
Puts
$1.42M
Net Calls
-$293K
Net Calls Change
-$312K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.59M
2
QCM
Quantinno Capital Management
New York
+$789K
3
CCWM
Cassaday & Co Wealth Management
Virginia
+$411K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$303K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$268K

Top Sellers

1
WAM
WealthCare Asset Management
Missouri
-$2.74M
2
Osaic Holdings
Osaic Holdings
Arizona
-$507K
3
LPL Financial
LPL Financial
California
-$387K
4
Jane Street
Jane Street
New York
-$324K
5
STA
Summit Trail Advisors
New York
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$22K – – –
JP Morgan Chase
52
JP Morgan Chase
New York
$15.2K -$2.8K -34 -14%
CTA
53
Colonial Trust Advisors
South Carolina
$14.7K – – –
GWM
54
Geneos Wealth Management
Colorado
$8.4K – – –
VNA
55
Valley National Advisers
Pennsylvania
$8K – – –
ATPW
56
Ashton Thomas Private Wealth
Arizona
$5.51K +$6.17K +75 New
HBW
57
Hazlett, Burt & Watson
West Virginia
$5K – – –
UBS Group
58
UBS Group
Switzerland
$4.84K -$18K -219 -77%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$220 +$247 +3 New
Morgan Stanley
60
Morgan Stanley
New York
$182 -$82 -1 -33%
Wells Fargo
61
Wells Fargo
California
$96 -$5.76K -70 -99%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$73 +$82 +1 New
WAM
63
WealthCare Asset Management
Missouri
– -$2.74M -28,089 Closed
LPL Financial
64
LPL Financial
California
– -$387K -4,221 Closed
Jane Street
65
Jane Street
New York
– -$324K -3,534 Closed
UAG
66
United Advisor Group
Ohio
– -$288K -3,134 Closed
JJBC
67
James J. Burns & Company
New York
– -$262K -2,857 Closed
KAS
68
Kestra Advisory Services
Texas
– -$251K -2,731 Closed
GVAG
69
Great Valley Advisor Group
Delaware
– -$249K -2,718 Closed
LTL
70
Lowery Thomas LLC
California
– -$247K -2,687 Closed
Goldman Sachs
71
Goldman Sachs
New York
– -$233K -2,538 Closed
GT
72
Glenmede Trust
Pennsylvania
– -$226K -2,463 Closed
PGWM
73
Parisi Gray Wealth Management
New Jersey
– -$226K -2,462 Closed
SCM
74
Sollinda Capital Management
Florida
– -$225K -2,454 Closed
SF
75
Summit Financial
New Jersey
– -$222K -2,424 Closed
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UYG Hedge Fund Activity: Q1 2026 in Review

62 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q1 2026, worth a combined $22.1M — down 30% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UYG and 9 opened new positions — a net loss of 9 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.59M. The largest seller was WealthCare Asset Management, exiting entirely with an estimated $2.74M sold.

  • 62 institutional investors held ProShares Ultra Financials (UYG) as of Q1 2026, down from 73 in Q4 2025.
  • Funds reported $22.1M of ProShares Ultra Financials stock for Q1 2026, down 30% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Financials positions in Q1 2026 and 18 closed out, a net change of -9 holders.
  • The largest ProShares Ultra Financials buyer in Q1 2026 was Citadel Advisors, an estimated $1.59M added.
  • The largest ProShares Ultra Financials seller in Q1 2026 was WealthCare Asset Management, an estimated $2.74M sold.

Based on aggregated 13F filings for Q1 2026.