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ProShares Ultra Financials
UYG

Overview Fund Activity

47 hedge funds and large institutions have $19.8M invested in ProShares Ultra Financials in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
47
Holders Change
-9
Holders Change %
-16.07%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
13
Closed
11
Calls
$2.36M
Puts
$1.26M
Net Calls
+$1.1M
Net Calls Change
+$1.41M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.97M
2
SC
2
Savant Capital
Illinois
$386K
3
SS
3
Simplicity Solutions
Minnesota
$256K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.91M
5
Morgan Stanley
5
Morgan Stanley
New York
$72.9K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$230K
2
TRCT
2
Tower Research Capital (TRC)
New York
$207K
3
DCM
3
Dimension Capital Management
Florida
$0
4
IA
4
IFP Advisors
Florida
$0
5
PGWM
5
Parisi Gray Wealth Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1
Toth Financial Advisory
Virginia
$3.82M 90,399 +790 +0.9%
PFA
2
Plotkin Financial Advisors
Maryland
$2.13M 50,463 -2,118 -4%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.97M 46,624 +31,415 +207%
HighTower Advisors
4
HighTower Advisors
Illinois
$1.91M 45,158 +1,256 +3%
Goldman Sachs
5
Goldman Sachs
New York
$1.03M 24,361 -3,622 -13%
9WM
6
9258 Wealth Management
Ohio
$743K 17,600 – –
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$719K 17,020 – –
CCWM
8
Cassaday & Co Wealth Management
Virginia
$713K 16,887 -4,659 -22%
KAS
9
Kestra Advisory Services
Texas
$669K 15,827 -700 -4%
SF
10
Synovus Financial
Georgia
$634K 15,000 – –
RAM
11
Roanoke Asset Management
New Jersey
$568K 13,440 – –
CICI
12
Capital Investment Counsel Inc
North Carolina
$404K 9,555 -200 -2%
SC
13
Savant Capital
Illinois
$386K 9,150 +9,150 New
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$380K 9,000 – –
Corient Private Wealth
15
Corient Private Wealth
Florida
$328K 7,775 +60 +0.8%
CPIG
16
Chicago Partners Investment Group
Illinois
$319K 7,137 +133 +2%
William Blair & Company
17
William Blair & Company
Illinois
$290K 6,855 -3,780 -36%
SS
18
Simplicity Solutions
Minnesota
$256K 6,060 +6,060 New
SCA
19
Snowden Capital Advisors
New York
$253K 6,000 – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$233K 5,521 -180 -3%
TW
21
TrinityPoint Wealth
Connecticut
$232K 5,484 – –
Citadel Advisors
22
Citadel Advisors
Florida
$230K 5,449 -26,469 -83%
TRCT
23
Tower Research Capital (TRC)
New York
$207K 4,918 -11,657 -70%
LPL Financial
24
LPL Financial
California
$206K 4,883 -841 -15%
HIA
25
Harbor Investment Advisory
Maryland
$173K 4,100 – –
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