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ProShares Ultra S&P500
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Overview Fund Activity

184 hedge funds and large institutions have $770M invested in ProShares Ultra S&P500 in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
30
Increased
41
Reduced
61
Closed
32
Calls
$127M
Puts
$71.9M
Net Calls
+$55.4M
Net Calls Change
-$7.13M

Top Buyers

1
CFIM
1
Client First Investment Management
Wisconsin
$28.2M
2
AWM
2
Axxcess Wealth Management
California
$11M
3
RCM
3
Ridgepath Capital Management
Tennessee
$14M
4
PDL
4
Portfolio Design Labs
California
$7.92M
5
TRCT
5
Tower Research Capital (TRC)
New York
$5.89M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$261M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.51M
3
JF
3
Jump Financial
Illinois
$0
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
FTA
5
Financial & Tax Architects
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.78M 61,682 -3,149 -5%
MAM
27
Milestone Asset Management
Pennsylvania
$4.47M 57,693 -32,878 -36%
CPSAC
28
Chas P. Smith & Associates (CPS)
Florida
$4.46M 57,473 – –
ACP
29
Aveo Capital Partners
Colorado
$4.36M 59,343 -100,828 -63%
HF
30
HRT Financial
New York
$4.07M 52,549 +8,042 +18%
PFA
31
Plotkin Financial Advisors
Maryland
$4.01M 51,746 -131,996 -72%
TSW
32
Three Seasons Wealth
Utah
$3.7M 48,502 +9,611 +25%
KWA
33
Kingswood Wealth Advisors
California
$3.67M 47,329 -7,515 -14%
BCA
34
Bray Capital Advisors
Florida
$3.45M 44,500 – –
CI
35
CPR Investments
Michigan
$3.18M 41,003 +41,003 New
SFS
36
Sowell Financial Services
Arkansas
$3.18M 40,998 +4,130 +11%
AllianceBernstein
37
AllianceBernstein
Tennessee
$3.1M 40,000 – –
ATPW
38
Ashton Thomas Private Wealth
Arizona
$2.83M 36,550 +21,053 +136%
I
39
INVST
Indiana
$2.43M 31,483 +991 +3%
AF
40
Apollon Financial
South Carolina
$2.39M 30,800 – –
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$2.37M 30,600 +1,000 +3%
Creative Planning
42
Creative Planning
Kansas
$2.26M 29,206 +2,219 +8%
FNC
43
First National Corp
Massachusetts
$2.12M 32,616 – –
PFA
44
Professional Financial Advisors
Nebraska
$1.99M 25,646 -100,534 -80%
IWP
45
Innova Wealth Partners
Pennsylvania
$1.97M 25,414 +784 +3%
CDH
46
Charles D. Hyman
$1.92M 24,800 – –
EWG
47
Executive Wealth Group
Washington
$1.83M 25,200 +16,800 +200%
DSN
48
D. Scott Neal
Kentucky
$1.78M 22,904 – –
Group One Trading
49
Group One Trading
Illinois
$1.73M 22,325 -368 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$1.7M 21,876 -140,025 -86%
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