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ProShares Ultra Financials

55 hedge funds and large institutions have $42.2M invested in ProShares Ultra Financials in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $7.31M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.78% less ownership

Funds ownership: 16.02%15.24% (-0.78%)

3% less capital invested

Capital invested by funds: $43.7M → $42.2M (-$1.45M)

7% less funds holding

Funds holding: 5955 (-4)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
11
Reduced
14
Closed
10
Calls
$10.5M
Puts
$7.31M
Net Calls
+$3.15M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Karp Capital Management
California
$6.3M +$1.96K +60 +0%
TFA
2
Toth Financial Advisory
Virginia
$5.09M -$10.6K -324 -0.2%
BRC
3
Bell Rock Capital
Delaware
$3.76M -$2.11M -64,785 -37%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.13M -$530K -16,221 -15%
TRCT
5
Tower Research Capital (TRC)
New York
$2.52M +$2.37M +72,591 +48,394%
SG Americas Securities
6
SG Americas Securities
New York
$2.17M
VF
7
Virtu Financial
New York
$2.01M +$1M +30,780 +113%
TNAM
8
Terra Nova Asset Management
New York
$1.8M -$22.2K -681 -1%
Bank of America
9
Bank of America
North Carolina
$1.76M +$25.3K +774 +2%
GAM
10
Gemmer Asset Management
California
$1.39M -$1.97M -60,306 -60%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.31M +$214K +6,561 +21%
ACM
12
Avalon Capital Management
California
$773K +$728K +22,299 New
SMH
13
Sanders Morris Harris
Texas
$678K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$576K
LPL Financial
15
LPL Financial
California
$553K -$229K -7,017 -31%
Wolverine Trading
16
Wolverine Trading
Illinois
$541K +$139K +4,257 +38%
Truist Financial
17
Truist Financial
North Carolina
$520K
FWP
18
FAS Wealth Partners
Kansas
$458K
Morgan Stanley
19
Morgan Stanley
New York
$442K +$112K +3,426 +37%
William Blair & Company
20
William Blair & Company
Illinois
$421K
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$416K
CICI
22
Capital Investment Counsel Inc
North Carolina
$397K -$19.6K -600 -5%
VKH
23
Virtu KCG Holdings
New York
$371K +$349K +10,698 New
Simplex Trading
24
Simplex Trading
Illinois
$364K +$159K +4,857 +86%
MFP
25
Mosaic Financial Partners
California
$363K

UYG Hedge Fund Activity: Q2 2017 in Review

55 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q2 2017, worth a combined $42.2M — down 3.3% from $43.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UYG and 6 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $2.37M. The largest seller was Bell Rock Capital, cutting an estimated $2.11M.

  • 55 institutional investors held ProShares Ultra Financials (UYG) as of Q2 2017, down from 59 in Q1 2017.
  • Funds reported $42.2M of ProShares Ultra Financials stock for Q2 2017, down 3.3% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Financials positions in Q2 2017 and 10 closed out, a net change of -4 holders.
  • The largest ProShares Ultra Financials buyer in Q2 2017 was Tower Research Capital (TRC), an estimated $2.37M added.
  • The largest ProShares Ultra Financials seller in Q2 2017 was Bell Rock Capital, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2017.