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ProShares Ultra Financials
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Overview Fund Activity

77 hedge funds and large institutions have $35.7M invested in ProShares Ultra Financials in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
77
Holders Change
+14
Holders Change %
+22.22%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
12
Reduced
17
Closed
3
Calls
$4.04M
Puts
$590K
Net Calls
+$3.45M
Net Calls Change
+$135K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.03M
2
WA
2
Waverly Advisors
Alabama
$876K
3
Jane Street
3
Jane Street
New York
$654K
4
FIM
4
Freedom Investment Management
Connecticut
$612K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$384K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$901K
2
Citadel Advisors
2
Citadel Advisors
Florida
$963K
3
TFA
3
Toth Financial Advisory
Virginia
$4.98M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$779K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1
Toth Financial Advisory
Virginia
$4.98M 58,294 -12,648 -18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.03M 47,158 +33,688 +250%
CCWM
3
Cassaday & Co Wealth Management
Virginia
$2.38M 27,801 -3,000 -10%
SF
4
Synovus Financial
Georgia
$1.28M 15,000 – –
RAM
5
Roanoke Asset Management
New Jersey
$1.15M 13,440 – –
Kovitz Investment Group Partners
6
Kovitz Investment Group Partners
Illinois
$1.09M 12,711 – –
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$999K 11,695 +2,695 +30%
Citadel Advisors
8
Citadel Advisors
Florida
$963K 11,263 -20,202 -64%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$901K 10,543 -32,306 -75%
WA
10
Waverly Advisors
Alabama
$876K 10,250 +10,250 New
CICI
11
Capital Investment Counsel Inc
North Carolina
$817K 9,555 -100 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$816K 9,548 -5,778 -38%
Corient Private Wealth
13
Corient Private Wealth
Florida
$779K 9,110 -9,350 -51%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$698K 8,139 +1 +0%
HighTower Advisors
15
HighTower Advisors
Illinois
$695K 8,128 +1 +0%
Jane Street
16
Jane Street
New York
$654K 7,650 +7,650 New
FIM
17
Freedom Investment Management
Connecticut
$612K 7,164 +7,164 New
CPIG
18
Chicago Partners Investment Group
Illinois
$531K 6,182 +14 +0.2%
William Blair & Company
19
William Blair & Company
Illinois
$525K 6,140 -5 -0.1%
Bank of America
20
Bank of America
North Carolina
$524K 6,135 – –
Cerity Partners
21
Cerity Partners
New York
$513K 6,007 +7 +0.1%
TW
22
TrinityPoint Wealth
Connecticut
$469K 5,484 – –
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$423K 4,950 -328 -6%
TRCT
24
Tower Research Capital (TRC)
New York
$413K 4,837 +1,663 +52%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$384K 4,489 +4,489 New
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