We are live on ! Find out more
UYG icon

ProShares Ultra Financials

56 hedge funds and large institutions have $31.6M invested in ProShares Ultra Financials in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $547K

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $27.2M → $31.6M (+$4.4M)

6% more funds holding

Funds holding: 5356 (+3)

0.09% less ownership

Funds ownership: 4.48%4.39% (-0.09%)

72% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
5
Reduced
18
Closed
8
Calls
$2.92M
Puts
$547K
Net Calls
+$2.37M
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$6.13M -$101K -1,685 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$3.19M -$1.8K -30 -0.1%
CCWM
3
Cassaday & Co Wealth Management
Virginia
$2.1M
Citadel Advisors
4
Citadel Advisors
Florida
$2M +$1.14M +19,007 +185%
HW
5
Hamilton Wealth
California
$1.71M +$1.51M +25,052 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.26M -$307K -5,098 -22%
9WM
7
9258 Wealth Management
Ohio
$1.19M
SF
8
Synovus Financial
Georgia
$1.02M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$974K -$234K -3,896 -21%
RAM
10
Roanoke Asset Management
New Jersey
$918K
Goldman Sachs
11
Goldman Sachs
New York
$799K +$704K +11,699 New
CICI
12
Capital Investment Counsel Inc
North Carolina
$653K -$6.02K -100 -1%
Corient Private Wealth
13
Corient Private Wealth
Florida
$623K -$51.6K -857 -9%
CAMG
14
CWA Asset Management Group
Florida
$619K +$545K +9,060 New
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$606K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$560K
UBS Group
17
UBS Group
Switzerland
$537K +$455K +7,569 +2,601%
LPL Financial
18
LPL Financial
California
$467K +$411K +6,834 New
CPIG
19
Chicago Partners Investment Group
Illinois
$435K +$241 +4 +0.1%
William Blair & Company
20
William Blair & Company
Illinois
$422K -$36.1K -600 -9%
Cerity Partners
21
Cerity Partners
New York
$410K
BMCM
22
Bryn Mawr Capital Management
Pennsylvania
$376K -$13.1K -218 -4%
TW
23
TrinityPoint Wealth
Connecticut
$375K
IFG
24
Independent Financial Group
California
$370K +$96.7K +1,607 +42%
SC
25
Savant Capital
Illinois
$290K