ProShares Ultra Financials
UYG
53 hedge funds and large institutions have $27.1M invested in ProShares Ultra Financials in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 8 closing their positions.
1,286% more call options, than puts
Call options by funds: $2.06M | Put options by funds: $149K
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
9% more capital invested
Capital invested by funds: $24.8M → $27.1M (+$2.31M)
2% more funds holding
Funds holding: 52 → 53 (+1)
0.52% less ownership
Funds ownership: 4.98% → 4.46% (-0.52%)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$356K |
| 2 |
Belvedere Trading
Chicago,
Illinois
|
+$237K |
| 3 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
+$193K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$179K |
| 5 |
Morgan Stanley
New York
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.81M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.78M |
| 3 |
Goldman Sachs
New York
|
-$1.45M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$784K |
| 5 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$233K |
UYG Hedge Fund Activity: Q4 2023 in Review
53 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q4 2023, worth a combined $27.1M — up 9.3% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UYG positions and 8 closed out — a net gain of 1 holder — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $356K. The largest seller was Citadel Advisors, cutting an estimated $1.81M.
- 53 institutional investors held ProShares Ultra Financials (UYG) as of Q4 2023, up from 52 in Q3 2023.
- Funds reported $27.1M of ProShares Ultra Financials stock for Q4 2023, up 9.3% quarter-over-quarter.
- 9 funds opened new ProShares Ultra Financials positions in Q4 2023 and 8 closed out, a net change of +1 holder.
- The largest ProShares Ultra Financials buyer in Q4 2023 was Tower Research Capital (TRC), an estimated $356K added.
- The largest ProShares Ultra Financials seller in Q4 2023 was Citadel Advisors, an estimated $1.81M sold.
Based on aggregated 13F filings for Q4 2023.