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ProShares Ultra Financials

52 hedge funds and large institutions have $40.2M invested in ProShares Ultra Financials in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $7.64M

0% more funds holding

Funds holding: 5252 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

3% less capital invested

Capital invested by funds: $41.3M → $40.2M (-$1.06M)

15.13% less ownership

Funds ownership: 29.83%14.7% (-15%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
10
Reduced
15
Closed
10
Calls
$10.2M
Puts
$7.64M
Net Calls
+$2.56M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.2M +$1.64M +65,454 +19%
EWA
2
Exencial Wealth Advisors
Oklahoma
$4.15M -$75 -3 -0%
TFA
3
Toth Financial Advisory
Virginia
$3.83M -$14.5K -582 -0.4%
LPL Financial
4
LPL Financial
California
$3.46M -$109K -4,362 -3%
Goldman Sachs
5
Goldman Sachs
New York
$2.15M -$304K -12,150 -12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.75M +$1.51M +60,441 +567%
Citadel Advisors
7
Citadel Advisors
Florida
$1.7M -$1.44M -57,726 -45%
VF
8
Virtu Financial
New York
$1.49M +$84.2K +3,369 +6%
Bank of America
9
Bank of America
North Carolina
$1.16M -$206K -8,238 -15%
TNAM
10
Terra Nova Asset Management
New York
$968K +$305K +12,195 +45%
RPG
11
Risk Paradigm Group
Texas
$806K +$341K +13,653 +72%
Morgan Stanley
12
Morgan Stanley
New York
$682K -$194K -7,782 -22%
CLOS
13
Compagnie Lombard Odier SCmA
Switzerland
$554K +$562K +22,500 New
Truist Financial
14
Truist Financial
North Carolina
$539K
WA
15
WFG Advisors
Texas
$470K -$2.77K -111 -0.6%
FIM
16
Freedom Investment Management
Connecticut
$461K +$30.4K +1,215 +7%
ASN
17
Advisory Services Network
Georgia
$460K +$193K +7,710 +73%
WSTAM
18
Wilbanks Smith & Thomas Asset Management
Virginia
$424K +$431K +17,232 New
SI
19
SII Investments
Wisconsin
$405K
CA
20
Commerzbank Aktiengesellschaft
Germany
$399K -$138K -5,520 -25%
Simplex Trading
21
Simplex Trading
Illinois
$374K +$95.2K +3,810 +33%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$369K -$375K -15,000 -50%
GAM
23
Gemmer Asset Management
California
$365K
GWM
24
Gupta Wealth Management
California
$362K -$70.2K -2,808 -16%
CICI
25
Capital Investment Counsel Inc
North Carolina
$325K -$19.9K -795 -6%

UYG Hedge Fund Activity: Q2 2015 in Review

52 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q2 2015, worth a combined $40.2M — down 2.6% from $41.3M a quarter earlier.

Fund positioning in UYG was balanced in Q2 2015: 10 funds opened new positions, 10 closed out, 10 added to existing stakes and 15 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.64M. The largest seller was Barclays, cutting an estimated $1.88M.

  • 52 institutional investors held ProShares Ultra Financials (UYG) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $40.2M of ProShares Ultra Financials stock for Q2 2015, down 2.6% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Financials positions in Q2 2015 and 10 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Financials buyer in Q2 2015 was Envestnet Asset Management, an estimated $1.64M added.
  • The largest ProShares Ultra Financials seller in Q2 2015 was Barclays, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2015.