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ProShares Ultra Financials
UYG

Overview Fund Activity

56 hedge funds and large institutions have $23.5M invested in ProShares Ultra Financials in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
7
Reduced
14
Closed
3
Calls
$520K
Puts
$826K
Net Calls
-$306K
Net Calls Change
-$793K

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$983K
2
TRCT
2
Tower Research Capital (TRC)
New York
$756K
3
Goldman Sachs
3
Goldman Sachs
New York
$1.28M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$352K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.46M

Top Sellers

1
TFA
1
Toth Financial Advisory
Virginia
$4.09M
2
DCM
2
Dimension Capital Management
Florida
$469K
3
MWM
3
Madison Wealth Management
Ohio
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$260K
5
IA
5
IFP Advisors
Florida
$313K
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1
Toth Financial Advisory
Virginia
$4.09M 89,609 -24,210 -21%
PFA
2
Plotkin Financial Advisors
Maryland
$2.4M 52,581 -1,400 -3%
HighTower Advisors
3
HighTower Advisors
Illinois
$2M 43,902 -33 -0.1%
Citadel Advisors
4
Citadel Advisors
Florida
$1.46M 31,918 +7,650 +32%
Goldman Sachs
5
Goldman Sachs
New York
$1.28M 27,983 +12,140 +77%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$983K 21,546 +21,546 New
9WM
7
9258 Wealth Management
Ohio
$803K 17,600 -4,000 -19%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$776K 17,020 – –
TRCT
9
Tower Research Capital (TRC)
New York
$756K 16,575 +16,575 New
KAS
10
Kestra Advisory Services
Texas
$754K 16,527 -1,670 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$694K 15,209 +4,927 +48%
SF
12
Synovus Financial
Georgia
$684K 15,000 – –
RAM
13
Roanoke Asset Management
New Jersey
$613K 13,440 – –
William Blair & Company
14
William Blair & Company
Illinois
$485K 10,635 – –
DCM
15
Dimension Capital Management
Florida
$469K 10,290 -7,960 -44%
CICI
16
Capital Investment Counsel Inc
North Carolina
$445K 9,755 -75 -0.8%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$410K 9,000 – –
CPIG
18
Chicago Partners Investment Group
Illinois
$379K 7,004 +448 +7%
Corient Private Wealth
19
Corient Private Wealth
Florida
$352K 7,715 +7,715 New
IA
20
IFP Advisors
Florida
$313K 7,491 -4,820 -39%
CPO
21
Cerity Partners OCIO
New York
$274K 6,000 – –
SCA
22
Snowden Capital Advisors
New York
$274K 6,000 +6,000 New
LPL Financial
23
LPL Financial
California
$261K 5,724 +5,724 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$260K 5,701 -4,506 -44%
TW
25
TrinityPoint Wealth
Connecticut
$250K 5,484 – –
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