UYG icon

ProShares Ultra Financials
UYG

Overview Fund Activity

52 hedge funds and large institutions have $24.8M invested in ProShares Ultra Financials in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
11
Closed
4
Calls
$2.52M
Puts
$2.07M
Net Calls
+$443K
Net Calls Change
-$469K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.75M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$930K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.65M
5
BMCM
5
Bryn Mawr Capital Management
Pennsylvania
$257K

Top Sellers

1
SCA
1
Snowden Capital Advisors
New York
$0
2
LPL Financial
2
LPL Financial
California
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Citigroup
4
Citigroup
New York
$62.6K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.45M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1
Toth Financial Advisory
Virginia
$3.92M 89,834 -2,020 -2%
Citadel Advisors
2
Citadel Advisors
Florida
$2.13M 48,745 +23,855 +96%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.07M 47,524 +2,426 +5%
PFA
4
Plotkin Financial Advisors
Maryland
$2.04M 46,813 -553 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.75M 40,152 +36,233 +925%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.65M 37,788 +8,714 +30%
Goldman Sachs
7
Goldman Sachs
New York
$1.45M 33,277 -3,047 -8%
CCWM
8
Cassaday & Co Wealth Management
Virginia
$1.34M 30,801 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$930K 21,319 +16,146 +312%
9WM
10
9258 Wealth Management
Ohio
$761K 17,450 -150 -0.9%
KAS
11
Kestra Advisory Services
Texas
$699K 16,032 +212 +1%
SF
12
Synovus Financial
Georgia
$654K 15,000 – –
RAM
13
Roanoke Asset Management
New Jersey
$586K 13,440 – –
Corient Private Wealth
14
Corient Private Wealth
Florida
$435K 9,977 +2,202 +28%
CICI
15
Capital Investment Counsel Inc
North Carolina
$425K 9,755 – –
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$392K 9,000 – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$357K 8,190 -1,610 -16%
William Blair & Company
18
William Blair & Company
Illinois
$299K 6,855 – –
CPIG
19
Chicago Partners Investment Group
Illinois
$290K 7,204 +14 +0.2%
SC
20
Savant Capital
Illinois
$273K 6,250 -2,900 -32%
Cerity Partners
21
Cerity Partners
New York
$262K 6,000 – –
BMCM
22
Bryn Mawr Capital Management
Pennsylvania
$257K 5,885 +5,885 New
TW
23
TrinityPoint Wealth
Connecticut
$239K 5,484 – –
PGWM
24
Parisi Gray Wealth Management
New Jersey
$233K 5,338 +4 +0.1%
DCM
25
Dimension Capital Management
Florida
$222K 5,100 +5,100 New
1
2 3