ProShares Ultra Financials
UYG
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, 6 increasing their positions, 17 reducing their positions, and 8 closing their positions.
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
17% more capital invested
Capital invested by funds: $27.1M → $31.6M (+$4.53M)
6% more funds holding
Funds holding: 53 → 56 (+3)
0.07% less ownership
Funds ownership: 4.46% → 4.39% (-0.07%)
65% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hamilton Wealth
Encino,
California
|
+$1.51M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.14M |
| 3 |
Goldman Sachs
New York
|
+$704K |
| 4 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$545K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
-$2.51M |
| 2 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
-$2.38M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$787K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$562K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$307K |
UYG Hedge Fund Activity: Q1 2024 in Review
56 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q1 2024, worth a combined $31.6M — up 17% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new UYG positions and 8 closed out — a net gain of 3 holders — while 6 added to existing stakes and 17 trimmed.
The largest buyer was Hamilton Wealth, opening a new position worth an estimated $1.51M. The largest seller was Plotkin Financial Advisors, cutting an estimated $2.51M.
- 56 institutional investors held ProShares Ultra Financials (UYG) as of Q1 2024, up from 53 in Q4 2023.
- Funds reported $31.6M of ProShares Ultra Financials stock for Q1 2024, up 17% quarter-over-quarter.
- 11 funds opened new ProShares Ultra Financials positions in Q1 2024 and 8 closed out, a net change of +3 holders.
- The largest ProShares Ultra Financials buyer in Q1 2024 was Hamilton Wealth, an estimated $1.51M added.
- The largest ProShares Ultra Financials seller in Q1 2024 was Plotkin Financial Advisors, an estimated $2.51M sold.
Based on aggregated 13F filings for Q1 2024.