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ProShares Ultra S&P500
SSO

Overview Fund Activity

148 hedge funds and large institutions have $504M invested in ProShares Ultra S&P500 in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+33
Holders Change %
+28.7%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
47
Increased
25
Reduced
37
Closed
13
Calls
$70M
Puts
$54.3M
Net Calls
+$15.7M
Net Calls Change
+$5.85M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$179M
2
FI
FormulaFolio Investments
Michigan
$46.9M
3
KAS
Kestra Advisory Services
Texas
$9.66M
4
PFA
Plotkin Financial Advisors
Maryland
$5.77M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.88M

Top Sellers

1
IMC Chicago
IMC Chicago
Illinois
$2.32M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.34M
3
BCM
Brookstone Capital Management
Illinois
$28.1M
4
TRCT
Tower Research Capital (TRC)
New York
$658K
5
SFS
Sowell Financial Services
Arkansas
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$797K -$496K -10,852 -38%
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$788K – – –
FNBTCON
53
First National Bank & Trust Co of Newtown
Pennsylvania
$744K – – –
ATPW
54
Ashton Thomas Private Wealth
Arizona
$729K +$6.94K +152 +1%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$707K -$18.3K -400 -3%
TRCT
56
Tower Research Capital (TRC)
New York
$658K -$2.6M -56,918 -80%
MWM
57
Meridian Wealth Management
Kentucky
$631K -$2.01K -44 -0.3%
BCM
58
BTR Capital Management
California
$598K – – –
MSFS
59
Main Street Financial Solutions
Pennsylvania
$590K +$590K +12,910 New
HR
60
Hayden Royal
North Carolina
$577K +$577K +12,630 New
CS
61
Credit Suisse
Switzerland
$573K -$360K -7,872 -39%
DCM
62
Donaldson Capital Management
Indiana
$548K – – –
1WA
63
180 Wealth Advisors
Washington
$532K +$532K +11,380 New
EWA
64
Evolution Wealth Advisors
Florida
$527K – – –
APW
65
Aurora Private Wealth
New Jersey
$508K +$44.3K +970 +10%
BAAM
66
Baker Avenue Asset Management
California
$499K -$328K -7,180 -40%
TC
67
TownSquare Capital
Utah
$476K +$18.6K +408 +4%
BAM
68
Berkshire Asset Management
Pennsylvania
$466K +$466K +10,198 New
LPL Financial
69
LPL Financial
California
$432K -$39.8K -872 -8%
CAS
70
Coppell Advisory Solutions
Texas
$417K +$417K +9,126 New
SFG
71
Sowa Financial Group
Rhode Island
$416K – – –
BJL
72
Brighton Jones LLC
Washington
$412K +$412K +9,018 New
SW
73
SteelPeak Wealth
California
$406K – – –
GAM
74
Grandview Asset Management
Pennsylvania
$402K – – –
RF
75
Rollins Financial
Georgia
$402K +$402K +8,800 New
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