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ProShares Ultra QQQ
QLD

Overview Fund Activity

133 hedge funds and large institutions have $240M invested in ProShares Ultra QQQ in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
20
Increased
34
Reduced
35
Closed
17
Calls
$49.4M
Puts
$23.8M
Net Calls
+$25.6M
Net Calls Change
-$3.94M

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$21.7M
2
PFO
2
Pathstone Family Office
New Jersey
$17.2M
3
CI
3
CPR Investments
Michigan
$7.18M
4
CT
4
Clearstead Trust
Maine
$21.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.31M

Top Sellers

1
JF
1
Jump Financial
Illinois
$1.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FNC
3
First National Corp
Massachusetts
$2.31M
4
RF
4
Rollins Financial
Georgia
$2.41M
5
SFS
5
Sowell Financial Services
Arkansas
$2.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$831K +$5.34K +90 +0.6%
DCM
52
Donaldson Capital Management
Indiana
$831K – – –
FFA
53
First Foundation Advisors
California
$810K +$810K +13,655 New
PWM
54
Prosperity Wealth Management
California
$770K -$216K -3,642 -22%
SFG
55
Summit Financial Group
West Virginia
$754K – – –
Lido Advisors
56
Lido Advisors
California
$724K +$950 +16 +0.1%
MWM
57
Meridian Wealth Management
Kentucky
$695K +$56.1K +945 +9%
PFA
58
Plotkin Financial Advisors
Maryland
$693K -$202K -3,405 -23%
CP
59
Castleview Partners
Texas
$674K -$28.1K -473 -4%
AHC
60
Adell Harriman & Carpenter
Texas
$669K +$16K +269 +2%
Creative Planning
61
Creative Planning
Kansas
$656K +$10.7K +180 +2%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$652K +$18.4K +310 +3%
DS
63
DRW Securities
Illinois
$640K -$1.47M -24,836 -70%
AA
64
Aire Advisors
California
$632K – – –
VCM
65
Virtue Capital Management
Tennessee
$595K – – –
WB
66
WesBanco Bank
West Virginia
$570K – – –
GGS
67
Galvin Gaustad & Stein
Arizona
$526K +$526K +8,855 New
Wolverine Trading
68
Wolverine Trading
Illinois
$507K +$290K +4,891 +134%
IAN
69
Integrated Advisors Network
Texas
$500K -$748K -12,603 -60%
AWA
70
AmeriServ Wealth Advisors
Pennsylvania
$495K +$233K +3,921 +89%
IFWM
71
Institute for Wealth Management
Colorado
$490K – – –
SCM
72
Schnieders Capital Management
California
$475K -$282K -4,750 -37%
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$439K +$439K +7,390 New
GS
74
GTS Securities
New York
$420K +$144K +2,431 +52%
GFPC
75
Global Financial Private Client
Florida
$388K – – –
1 2
3
4 5