ProShares Ultra Financials
UYG
61 hedge funds and large institutions have $52.3M invested in ProShares Ultra Financials in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
97% more call options, than puts
Call options by funds: $6.77M | Put options by funds: $3.43M
58% more capital inflows, than outflows
Capital inflows: $10.3M | Capital outflows: $6.52M
20% more funds holding
Funds holding: 51 → 61 (+10)
0.47% more ownership
Funds ownership: 4.95% → 5.42% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geneos Wealth Management
Englewood,
Colorado
|
+$4.49M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$999K |
| 3 |
OIM
Orca Investment Management
Roseburg,
Oregon
|
+$924K |
| 4 |
SG Americas Securities
New York
|
+$709K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.99M |
| 2 |
VF
Virtu Financial
New York
|
-$1.72M |
| 3 |
Tower Research Capital (TRC)
New York
|
-$1.27M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$391K |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$378K |
UYG Hedge Fund Activity: Q4 2017 in Review
61 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q4 2017, worth a combined $52.3M — up 23% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UYG positions and 5 closed out — a net gain of 11 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $4.49M. The largest seller was Susquehanna International Group, cutting an estimated $1.99M.
- 61 institutional investors held ProShares Ultra Financials (UYG) as of Q4 2017, up from 51 in Q3 2017.
- Funds reported $52.3M of ProShares Ultra Financials stock for Q4 2017, up 23% quarter-over-quarter.
- 16 funds opened new ProShares Ultra Financials positions in Q4 2017 and 5 closed out, a net change of +11 holders.
- The largest ProShares Ultra Financials buyer in Q4 2017 was Geneos Wealth Management, an estimated $4.49M added.
- The largest ProShares Ultra Financials seller in Q4 2017 was Susquehanna International Group, an estimated $1.99M sold.
Based on aggregated 13F filings for Q4 2017.