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ProShares Ultra Financials
UYG

Overview Fund Activity

50 hedge funds and large institutions have $22.7M invested in ProShares Ultra Financials in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
13
Closed
4
Calls
$1.42M
Puts
$511K
Net Calls
+$912K
Net Calls Change
-$192K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.14M
2
CCWM
2
Cassaday & Co Wealth Management
Virginia
$1.41M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.66M
4
Cerity Partners
4
Cerity Partners
New York
$274K
5
PGWM
5
Parisi Gray Wealth Management
New Jersey
$225K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.33M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$447K
3
SS
3
Simplicity Solutions
Minnesota
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$73.8K
5
PFA
5
Plotkin Financial Advisors
Maryland
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1
Toth Financial Advisory
Virginia
$4.19M 91,854 +1,455 +2%
PFA
2
Plotkin Financial Advisors
Maryland
$2.16M 47,366 -3,097 -6%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.06M 45,098 -60 -0.1%
Goldman Sachs
4
Goldman Sachs
New York
$1.66M 36,324 +11,963 +49%
CCWM
5
Cassaday & Co Wealth Management
Virginia
$1.41M 30,801 +13,914 +82%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.33M 29,074 -17,550 -38%
Citadel Advisors
7
Citadel Advisors
Florida
$1.14M 24,890 +19,441 +357%
9WM
8
9258 Wealth Management
Ohio
$803K 17,600 – –
KAS
9
Kestra Advisory Services
Texas
$722K 15,820 -7 -0%
SF
10
Synovus Financial
Georgia
$684K 15,000 – –
RAM
11
Roanoke Asset Management
New Jersey
$613K 13,440 – –
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$447K 9,800 -7,220 -42%
CICI
13
Capital Investment Counsel Inc
North Carolina
$445K 9,755 +200 +2%
SC
14
Savant Capital
Illinois
$417K 9,150 – –
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$411K 9,000 – –
Corient Private Wealth
16
Corient Private Wealth
Florida
$355K 7,775 – –
CPIG
17
Chicago Partners Investment Group
Illinois
$351K 7,190 +53 +0.7%
William Blair & Company
18
William Blair & Company
Illinois
$313K 6,855 – –
SCA
19
Snowden Capital Advisors
New York
$274K 6,000 – –
Cerity Partners
20
Cerity Partners
New York
$274K 6,000 +6,000 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$268K 3,967 +3,213 +426%
TW
22
TrinityPoint Wealth
Connecticut
$250K 5,484 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$236K 5,173 -348 -6%
PGWM
24
Parisi Gray Wealth Management
New Jersey
$225K 5,334 +5,334 New
LPL Financial
25
LPL Financial
California
$223K 4,883 – –
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