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ProShares Ultra Financials

62 hedge funds and large institutions have $22.1M invested in ProShares Ultra Financials in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 3.95%3.4% (-0.54%)

15% less funds holding

Funds holding: 7362 (-11)

21% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.42M

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

30% less capital invested

Capital invested by funds: $31.7M → $22.1M (-$9.67M)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
62
Holders Change
-11
Holders Change %
-15.07%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
13
Closed
18
Calls
$1.13M
Puts
$1.42M
Net Calls
-$293K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1
Cassaday & Co Wealth Management
Virginia
$2.92M +$411K +5,000 +14%
TFA
2
Toth Financial Advisory
Virginia
$2.06M -$153K -1,859 -6%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.79M +$22.3K +271 +1%
Citadel Advisors
4
Citadel Advisors
Florida
$1.42M +$1.59M +19,377 New
PFPG
5
Pinnacle Financial Partners (Georgia)
Georgia
$1.1M
QCM
6
Quantinno Capital Management
New York
$934K +$789K +9,596 +307%
CPIG
7
Chicago Partners Investment Group
Illinois
$773K -$27.5K -334 -3%
WA
8
Waverly Advisors
Alabama
$752K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$645K -$119K -1,447 -14%
CICI
10
Capital Investment Counsel Inc
North Carolina
$606K -$49.3K -600 -7%
Truist Financial
11
Truist Financial
North Carolina
$537K
CBU
12
CIBC Bancorp USA
Illinois
$500K +$560K +6,806 New
William Blair & Company
13
William Blair & Company
Illinois
$449K -$2.06K -25 -0.4%
Bank of America
14
Bank of America
North Carolina
$427K
CBA
15
Coastal Bridge Advisors
Connecticut
$403K
IFG
16
Independent Financial Group
California
$397K
Cerity Partners
17
Cerity Partners
New York
$367K
DCM
18
Dimension Capital Management
Florida
$367K
BMCM
19
Bryn Mawr Capital Management
Pennsylvania
$363K +$411 +5 +0.1%
Creative Planning
20
Creative Planning
Kansas
$336K +$37.1K +451 +11%
KIG
21
Kennedy Investment Group
New Jersey
$301K
WANY
22
Wealthspire Advisors (New York)
New York
$294K +$1.07K +13 +0.3%
TCBWMS
23
Texas Capital Bank Wealth Management Services
Texas
$281K
SC
24
Savant Capital
Illinois
$278K +$905 +11 +0.3%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$271K +$303K +3,690 New