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ProShares Ultra Financials
UYG

Overview Fund Activity

58 hedge funds and large institutions have $35.5M invested in ProShares Ultra Financials in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
10
Closed
7
Calls
$12M
Puts
$5.41M
Net Calls
+$6.56M
Net Calls Change
-$3.29M

Top Buyers

1
TNAM
1
Terra Nova Asset Management
New York
$914K
2
PO
2
Private Ocean
California
$475K
3
AWM
3
Activest Wealth Management
Florida
$444K
4
SI
4
Sprott Inc
Ontario, Canada
$428K
5
CPO
5
Cerity Partners OCIO
New York
$380K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$0
2
OMC
2
Old Mission Capital
Illinois
$236K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KFS
4
Kelly Financial Services
Massachusetts
$22.8K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1
Toth Financial Advisory
Virginia
$6.23M 98,352 +4,209 +4%
PFA
2
Plotkin Financial Advisors
Maryland
$3.68M 58,003 -6,345 -10%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.49M 39,266 +322 +0.8%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.48M 39,077 +821 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.64M 25,950 -3,208 -11%
9WM
6
9258 Wealth Management
Ohio
$1.48M 23,400 – –
DCM
7
Dimension Capital Management
Florida
$1.16M 18,250 – –
Simplex Trading
8
Simplex Trading
Illinois
$1.12M 17,831 – –
KAS
9
Kestra Advisory Services
Texas
$1.11M 17,481 +105 +0.6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.08M 17,020 – –
Truist Financial
11
Truist Financial
North Carolina
$951K 15,000 – –
TNAM
12
Terra Nova Asset Management
New York
$914K 14,430 +14,430 New
RAM
13
Roanoke Asset Management
New Jersey
$852K 13,440 – –
William Blair & Company
14
William Blair & Company
Illinois
$636K 10,035 – –
CICI
15
Capital Investment Counsel Inc
North Carolina
$618K 9,755 – –
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$570K 9,000 – –
RIG
17
Roosevelt Investment Group
New York
$489K 7,715 – –
PO
18
Private Ocean
California
$475K 7,503 +7,503 New
AWM
19
Activest Wealth Management
Florida
$444K 7,000 +7,000 New
SI
20
Sprott Inc
Ontario, Canada
$428K 6,750 +6,750 New
CPIG
21
Chicago Partners Investment Group
Illinois
$412K 5,753 +2 +0%
Wells Fargo
22
Wells Fargo
California
$382K 6,026 +370 +7%
MWM
23
Madison Wealth Management
Ohio
$380K 6,000 – –
CPO
24
Cerity Partners OCIO
New York
$380K 6,000 +6,000 New
Creative Planning
25
Creative Planning
Kansas
$349K 5,502 – –
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