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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$612K |
| 3 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$500K |
| 4 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
+$328K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$1.06M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$935K |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$779K |
| 4 |
Jane Street
New York
|
-$442K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$309K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Qube Research & Technologies (QRT)
London,
United Kingdom
| $5.71K | – | – | – |
|
|
HBW
77
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $5K | – | – | – |
|
|
CWM
78
Copia Wealth Management
Bend,
Oregon
| $446 | – | – | – |
|
79
Wells Fargo
San Francisco,
California
| $85 | – | – | – |
|
|
80
Corient Private Wealth
Miami,
Florida
| – | -$779K | -9,110 | Closed |
|
|
PFA
81
Plotkin Financial Advisors
Chevy Chase,
Maryland
| – | -$222K | -2,593 | Closed |
|
|
WBG
82
Wharton Business Group
Malvern,
Pennsylvania
| – | -$215K | -2,520 | Closed |
|
83
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$205K | -2,402 | Closed |
|
|
TSMHT
84
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$34.2K | -400 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | -$85 | -1 | Closed |
|
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.