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ProShares Ultra S&P500
SSO

Overview Fund Activity

111 hedge funds and large institutions have $306M invested in ProShares Ultra S&P500 in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.52%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
27
Increased
32
Reduced
39
Closed
18
Calls
$123M
Puts
$254M
Net Calls
-$131M
Net Calls Change
+$15.7M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$24.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$18.3M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$12.2M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$11.4M
5
PWG
5
Private Wealth Group
Florida
$9.69M

Top Sellers

1
AIA
1
Allegis Investment Advisors
Idaho
$949K
2
TCM
2
Tuttle Capital Management
Connecticut
$0
3
RVM
3
Robinson Value Management
Texas
$4.47M
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Claraphi Advisory Network
United States
$719K 6,568 +6,568 New
1IA
52
1834 Investment Advisors
Wisconsin
$702K 6,417 – –
MPM
53
Meritage Portfolio Management
Kansas
$690K 6,309 -491 -7%
SWP
54
Stratos Wealth Partners
Ohio
$680K 6,210 -274 -4%
CDH
55
Charles D. Hyman
$678K 6,200 – –
AG
56
Advisor Group
Arizona
$605K 5,535 +242 +5%
EF
57
Empirical Finance
Pennsylvania
$592K 5,410 -542 -9%
WCM
58
Weatherstone Capital Management
Colorado
$566K 5,138 -1,310 -20%
SFS
59
Sowell Financial Services
Arkansas
$561K 4,695 +1,632 +53%
FNBTCON
60
First National Bank & Trust Co of Newtown
Pennsylvania
$555K 5,070 -1,480 -23%
OAM
61
Oppenheimer Asset Management
New York
$527K 5,452 – –
BWP
62
Baldwin Wealth Partners
Massachusetts
$514K 4,700 +2,100 +81%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$500K 4,575 -1,544 -25%
PP
64
PagnatoKarp Partners
Virginia
$473K 4,319 -165 -4%
WCM
65
Whitener Capital Management
North Carolina
$472K 4,316 +4,316 New
FI
66
FormulaFolio Investments
Michigan
$401K 3,667 +180 +5%
1WA
67
180 Wealth Advisors
Washington
$383K 3,504 +3,504 New
BAM
68
Berkshire Asset Management
Pennsylvania
$369K 3,374 +1,156 +52%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$327K 2,985 +2,985 New
CBU
70
CIBC Bank USA
Illinois
$308K 2,813 -470 -14%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$302K 2,763 -3,204 -54%
PAA
72
Peregrine Asset Advisers
Oregon
$292K 2,666 -1,334 -33%
SBA
73
Secrest Blakey & Associates
North Carolina
$278K 2,535 +2,535 New
APA
74
American Portfolios Advisors
New York
$243K 2,225 +2,225 New
EWG
75
Executive Wealth Group
Washington
$230K 2,100 +2,100 New
1 2
3
4 5