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ProShares Ultra S&P500
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Overview Fund Activity

145 hedge funds and large institutions have $305M invested in ProShares Ultra S&P500 in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 31 closing their positions.

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
30
Increased
32
Reduced
45
Closed
31
Calls
$69.3M
Puts
$34.4M
Net Calls
+$34.9M
Net Calls Change
+$19.2M

Top Buyers

1
SWM
1
Spire Wealth Management
Virginia
$13.1M
2
ACP
2
Aveo Capital Partners
Colorado
$12.7M
3
SFS
3
Sowell Financial Services
Arkansas
$29.8M
4
AWA
4
AmeriServ Wealth Advisors
Pennsylvania
$11.1M
5
RVM
5
Robinson Value Management
Texas
$9.72M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$56K
2
FI
2
FormulaFolio Investments
Michigan
$2.45M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
BCM
5
Brookstone Capital Management
Illinois
$26.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.79M 27,288 +10,811 +66%
AWM
27
AE Wealth Management
Kansas
$2.6M 25,416 +25,416 New
I
28
INVST
Indiana
$2.5M 22,117 +10,460 +90%
FI
29
FormulaFolio Investments
Michigan
$2.45M 22,015 -491,118 -96%
HF
30
HRT Financial
New York
$2.36M 23,051 +23,051 New
IFWM
31
Institute for Wealth Management
Colorado
$2.29M 22,344 -8,484 -28%
Creative Planning
32
Creative Planning
Kansas
$2.11M 20,602 +2,805 +16%
AllianceBernstein
33
AllianceBernstein
Tennessee
$2.05M 20,000 – –
LPU
34
Lansdowne Partners (UK)
United Kingdom
$2.02M 19,710 +19,710 New
SW
35
SkyOak Wealth
Michigan
$1.99M 17,538 -3,093 -15%
HI
36
Harbour Investments
Wisconsin
$1.8M 17,620 +17,620 New
FNC
37
First National Corp
Massachusetts
$1.65M 16,100 – –
SB
38
Strategic Blueprint
Georgia
$1.49M 14,524 +3,039 +26%
CCMG
39
Clark Capital Management Group
Pennsylvania
$1.47M 14,316 +447 +3%
BCM
40
Beck Capital Management
Texas
$1.37M 13,433 -6,866 -34%
Mariner
41
Mariner
Kansas
$1.29M 12,631 -10 -0.1%
CDH
42
Charles D. Hyman
$1.27M 12,400 – –
DSN
43
D. Scott Neal
Kentucky
$1.25M 12,248 +1,560 +15%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.25M 12,200 -12,500 -51%
Jane Street
45
Jane Street
New York
$1.24M 12,127 -9,649 -44%
CAM
46
Cresset Asset Management
Illinois
$1.17M 11,462 +11,462 New
WF
47
WoodTrust Financial
Wisconsin
$1.17M 11,420 – –
Osaic Holdings
48
Osaic Holdings
Arizona
$1.02M 9,960 -6,205 -38%
SWP
49
Stratos Wealth Partners
Ohio
$894K 8,734 +14 +0.2%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$872K 8,519 -103 -1%
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