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ProShares Ultra Financials

79 hedge funds and large institutions have $36.4M invested in ProShares Ultra Financials in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more call options, than puts

Call options by funds: $5.77M | Put options by funds: $956K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

1% more funds holding

Funds holding: 7879 (+1)

0% more capital invested

Capital invested by funds: $36.2M → $36.4M (+$177K)

0.07% less ownership

Funds ownership: 4.35%4.29% (-0.07%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
17
Closed
6
Calls
$5.77M
Puts
$956K
Net Calls
+$4.81M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$4.16M -$1.06M -11,586 -20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.29M -$935K -10,253 -22%
CCWM
3
Cassaday & Co Wealth Management
Virginia
$2.48M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.03M +$1.12M +12,242 +116%
Citadel Advisors
5
Citadel Advisors
Florida
$1.6M +$612K +6,714 +60%
SF
6
Synovus Financial
Georgia
$1.34M
RAM
7
Roanoke Asset Management
New Jersey
$1.2M
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$1.04M
WA
9
Waverly Advisors
Alabama
$914K
Osaic Holdings
10
Osaic Holdings
Arizona
$886K +$35.5K +390 +4%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$870K -$269K -2,953 -23%
CICI
12
Capital Investment Counsel Inc
North Carolina
$843K -$9.12K -100 -1%
CPIG
13
Chicago Partners Investment Group
Illinois
$767K +$252K +2,763 +45%
FIM
14
Freedom Investment Management
Connecticut
$693K +$56K +614 +9%
HighTower Advisors
15
HighTower Advisors
Illinois
$686K -$39.7K -435 -5%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$558K
William Blair & Company
17
William Blair & Company
Illinois
$547K
TRCT
18
Tower Research Capital (TRC)
New York
$544K +$115K +1,263 +26%
Bank of America
19
Bank of America
North Carolina
$537K -$10.5K -115 -2%
WAM
20
WealthTrust Asset Management
Florida
$535K +$328K +3,600 +150%
Cerity Partners
21
Cerity Partners
New York
$490K -$46.2K -507 -8%
CBA
22
Coastal Bridge Advisors
Connecticut
$489K +$500K +5,484 New
IFG
23
Independent Financial Group
California
$485K -$24.1K -264 -5%
Belvedere Trading
24
Belvedere Trading
Illinois
$446K +$81.9K +899 +22%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$444K +$44.8K +492 +11%

UYG Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q1 2025, worth a combined $36.4M — up 0.49% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UYG positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.12M. The largest seller was Toth Financial Advisory, cutting an estimated $1.06M.

  • 79 institutional investors held ProShares Ultra Financials (UYG) as of Q1 2025, up from 78 in Q4 2024.
  • Funds reported $36.4M of ProShares Ultra Financials stock for Q1 2025, up 0.49% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Financials positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest ProShares Ultra Financials buyer in Q1 2025 was Susquehanna International Group, an estimated $1.12M added.
  • The largest ProShares Ultra Financials seller in Q1 2025 was Toth Financial Advisory, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2025.