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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.9M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$884K |
| 3 |
Jane Street
New York
|
+$660K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$618K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.74M |
| 3 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$1.09M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$806K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$499K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
76
Copia Wealth Management
Bend,
Oregon
| $427 | +$431 | +5 | New |
|
77
Fidelity Investments
Boston,
Massachusetts
| $85 | +$86 | +1 | New |
|
78
Wells Fargo
San Francisco,
California
| $65 | – | – | – |
|
79
Jones Financial Companies
Des Peres,
Missouri
| – | -$304K | -4,000 | Closed |
|
|
CFG
80
Citizens Financial Group
Providence,
Rhode Island
| – | -$277K | -3,621 | Closed |
|
|
EWA
81
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$76 | -1 | Closed |
|
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.