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ProShares Ultra Financials
UYG

Overview Fund Activity

52 hedge funds and large institutions have $27M invested in ProShares Ultra Financials in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
6
Reduced
14
Closed
8
Calls
$2.07M
Puts
$149K
Net Calls
+$1.92M
Net Calls Change
+$1.47M

Top Buyers

1
CFIM
1
Client First Investment Management
Wisconsin
$2.38M
2
TRCT
2
Tower Research Capital (TRC)
New York
$515K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$278K
4
Morgan Stanley
4
Morgan Stanley
New York
$266K
5
KIG
5
Kennedy Investment Group
New Jersey
$226K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$568K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.3M
5
PGWM
5
Parisi Gray Wealth Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1
Toth Financial Advisory
Virginia
$5.04M 91,353 +1,519 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$2.58M 46,675 -849 -2%
PFA
3
Plotkin Financial Advisors
Maryland
$2.51M 45,452 -1,361 -3%
CFIM
4
Client First Investment Management
Wisconsin
$2.38M 43,150 +43,150 New
CCWM
5
Cassaday & Co Wealth Management
Virginia
$1.7M 30,801 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$1.3M 23,476 -16,676 -42%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1M 18,145 -3,174 -15%
9WM
8
9258 Wealth Management
Ohio
$963K 17,450 – –
KAS
9
Kestra Advisory Services
Texas
$885K 16,035 +3 +0%
SF
10
Synovus Financial
Georgia
$828K 15,000 – –
RAM
11
Roanoke Asset Management
New Jersey
$742K 13,440 – –
Citadel Advisors
12
Citadel Advisors
Florida
$568K 10,283 -38,462 -79%
Corient Private Wealth
13
Corient Private Wealth
Florida
$551K 9,977 – –
CICI
14
Capital Investment Counsel Inc
North Carolina
$533K 9,655 -100 -1%
TRCT
15
Tower Research Capital (TRC)
New York
$515K 9,335 +7,559 +426%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$497K 9,000 – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$452K 8,190 – –
CPIG
18
Chicago Partners Investment Group
Illinois
$382K 6,714 -490 -7%
William Blair & Company
19
William Blair & Company
Illinois
$374K 6,780 -75 -1%
Cerity Partners
20
Cerity Partners
New York
$331K 6,000 – –
BMCM
21
Bryn Mawr Capital Management
Pennsylvania
$316K 5,720 -165 -3%
TW
22
TrinityPoint Wealth
Connecticut
$303K 5,484 – –
Belvedere Trading
23
Belvedere Trading
Illinois
$278K 5,045 +5,045 New
Morgan Stanley
24
Morgan Stanley
New York
$266K 4,816 +4,740 +6,237%
SC
25
Savant Capital
Illinois
$235K 4,250 -2,000 -32%
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