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ProShares Ultra Financials
UYG

Overview Fund Activity

55 hedge funds and large institutions have $31.3M invested in ProShares Ultra Financials in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
4
Reduced
18
Closed
8
Calls
$2.92M
Puts
$547K
Net Calls
+$2.37M
Net Calls Change
+$454K

Top Buyers

1
HW
1
Hamilton Wealth
California
$1.71M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2M
3
Goldman Sachs
3
Goldman Sachs
New York
$799K
4
CAMG
4
CWA Asset Management Group
Florida
$619K
5
UBS Group
5
UBS Group
Switzerland
$537K

Top Sellers

1
PFA
1
Plotkin Financial Advisors
Maryland
$250K
2
CFIM
2
Client First Investment Management
Wisconsin
$0
3
KAS
3
Kestra Advisory Services
Texas
$202K
4
TRCT
4
Tower Research Capital (TRC)
New York
$68
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1
Toth Financial Advisory
Virginia
$6.13M 89,668 -1,685 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$3.19M 46,645 -30 -0.1%
CCWM
3
Cassaday & Co Wealth Management
Virginia
$2.1M 30,801 – –
Citadel Advisors
4
Citadel Advisors
Florida
$2M 29,290 +19,007 +185%
HW
5
Hamilton Wealth
California
$1.71M 25,052 +25,052 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.26M 18,378 -5,098 -22%
9WM
7
9258 Wealth Management
Ohio
$1.19M 17,450 – –
SF
8
Synovus Financial
Georgia
$1.02M 15,000 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$974K 14,249 -3,896 -21%
RAM
10
Roanoke Asset Management
New Jersey
$918K 13,440 – –
Goldman Sachs
11
Goldman Sachs
New York
$799K 11,699 +11,699 New
CICI
12
Capital Investment Counsel Inc
North Carolina
$653K 9,555 -100 -1%
Corient Private Wealth
13
Corient Private Wealth
Florida
$623K 9,120 -857 -9%
CAMG
14
CWA Asset Management Group
Florida
$619K 9,060 +9,060 New
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$606K 9,000 – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$560K 8,190 – –
UBS Group
17
UBS Group
Switzerland
$537K 7,860 +7,569 +2,601%
LPL Financial
18
LPL Financial
California
$467K 6,834 +6,834 New
CPIG
19
Chicago Partners Investment Group
Illinois
$435K 6,718 +4 +0.1%
William Blair & Company
20
William Blair & Company
Illinois
$422K 6,180 -600 -9%
Cerity Partners
21
Cerity Partners
New York
$410K 6,000 – –
BMCM
22
Bryn Mawr Capital Management
Pennsylvania
$376K 5,502 -218 -4%
TW
23
TrinityPoint Wealth
Connecticut
$375K 5,484 – –
SC
24
Savant Capital
Illinois
$290K 4,250 – –
Bank of America
25
Bank of America
North Carolina
$281K 4,115 +2,300 +127%
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