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ProShares Ultra Financials

73 hedge funds and large institutions have $33.9M invested in ProShares Ultra Financials in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $535K

0.42% less ownership

Funds ownership: 4.29%3.86% (-0.42%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

7% less capital invested

Capital invested by funds: $36.4M → $33.9M (-$2.43M)

8% less funds holding

Funds holding: 7973 (-6)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
15
Closed
11
Calls
$3.29M
Puts
$535K
Net Calls
+$2.75M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Toth Financial Advisory
Virginia
$3.74M -$646K -7,515 -16%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$3.33M +$601K +7,000 +25%
Citadel Advisors
3
Citadel Advisors
Florida
$2.27M +$495K +5,759 +32%
Jane Street
4
Jane Street
New York
$1.86M +$1.43M +16,666 +595%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.52M -$592K -6,891 -30%
SF
6
Synovus Financial
Georgia
$1.43M
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$1.12M +$687 +8 +0.1%
WA
8
Waverly Advisors
Alabama
$979K
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$932K
CICI
10
Capital Investment Counsel Inc
North Carolina
$903K
CPIG
11
Chicago Partners Investment Group
Illinois
$872K +$1.03K +12 +0.1%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$778K
Osaic Holdings
13
Osaic Holdings
Arizona
$715K -$211K -2,451 -25%
HighTower Advisors
14
HighTower Advisors
Illinois
$708K -$24.5K -285 -4%
Northern Trust
15
Northern Trust
Illinois
$678K +$609K +7,093 New
Bank of America
16
Bank of America
North Carolina
$587K +$10.8K +126 +2%
William Blair & Company
17
William Blair & Company
Illinois
$587K
CBA
18
Coastal Bridge Advisors
Connecticut
$524K
IFG
19
Independent Financial Group
California
$520K
Cerity Partners
20
Cerity Partners
New York
$478K -$43K -500 -9%
DCM
21
Dimension Capital Management
Florida
$478K +$430K +5,000 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$460K -$2.76M -32,090 -87%
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$452K -$19.1K -222 -4%
KIG
24
Kennedy Investment Group
New Jersey
$392K
SC
25
Savant Capital
Illinois
$361K

UYG Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q2 2025, worth a combined $33.9M — down 6.7% from $36.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of UYG and 8 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, adding an estimated $1.43M. The largest seller was Envestnet Asset Management, cutting an estimated $2.76M.

  • 73 institutional investors held ProShares Ultra Financials (UYG) as of Q2 2025, down from 79 in Q1 2025.
  • Funds reported $33.9M of ProShares Ultra Financials stock for Q2 2025, down 6.7% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Financials positions in Q2 2025 and 11 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Financials buyer in Q2 2025 was Jane Street, an estimated $1.43M added.
  • The largest ProShares Ultra Financials seller in Q2 2025 was Envestnet Asset Management, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2025.