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ProShares Ultra Technology
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Overview Fund Activity

43 hedge funds and large institutions have $33.5M invested in ProShares Ultra Technology in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
4
Reduced
15
Closed
8
Calls
$1.77M
Puts
$403K
Net Calls
+$1.37M
Net Calls Change
+$1.05M

Top Buyers

1
CFIM
1
Client First Investment Management
Wisconsin
$4.33M
2
CCP
2
Clarity Capital Partners
California
$2.72M
3
TWP
3
Tyche Wealth Partners
Texas
$1.22M
4
Mariner
4
Mariner
Kansas
$500K
5
GS
5
GTS Securities
New York
$319K

Top Sellers

1
HCM
1
Howard Capital Management
Georgia
$298K
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.31M
5
TA
5
Tactive Advisors
Florida
$295K
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
1
Plotkin Financial Advisors
Maryland
$5.36M 100,999 -4,837 -5%
TFA
2
Toth Financial Advisory
Virginia
$5.3M 99,805 -6,619 -6%
CFIM
3
Client First Investment Management
Wisconsin
$4.33M 81,655 +81,655 New
CCP
4
Clarity Capital Partners
California
$2.72M 51,197 +51,197 New
HI
5
Harbour Investments
Wisconsin
$1.62M 30,601 – –
RPCONE
6
Retirement Planning Company of New England
Rhode Island
$1.46M 27,546 -736 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.31M 24,727 -24,388 -50%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.24M 23,325 -4,591 -16%
TWP
9
Tyche Wealth Partners
Texas
$1.22M 22,918 +22,918 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.03M 19,463 +337 +2%
VFA
11
Valeo Financial Advisors
Indiana
$752K 14,160 – –
TRCT
12
Tower Research Capital (TRC)
New York
$636K 11,973 -6 -0.1%
BRWA
13
B. Riley Wealth Advisors
Florida
$578K 10,887 +1 +0%
WA
14
Waverly Advisors
Alabama
$531K 10,000 – –
Citadel Advisors
15
Citadel Advisors
Florida
$512K 9,654 +2,851 +42%
Mariner
16
Mariner
Kansas
$500K 9,420 +9,420 New
Creative Planning
17
Creative Planning
Kansas
$434K 8,170 – –
KAS
18
Kestra Advisory Services
Texas
$375K 7,063 – –
GS
19
GTS Securities
New York
$319K 6,012 +6,012 New
MIG
20
McGuire Investment Group
Rhode Island
$318K 6,000 – –
HCM
21
Howard Capital Management
Georgia
$298K 5,612 -187,470 -97%
TA
22
Tactive Advisors
Florida
$295K 5,555 -22,011 -80%
PPW
23
Parcion Private Wealth
Washington
$255K 4,800 +4,800 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$243K 4,580 – –
Walleye Capital
25
Walleye Capital
New York
$239K 4,505 -4,846 -52%
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