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ProShares Ultra S&P500
SSO

Overview Fund Activity

160 hedge funds and large institutions have $257M invested in ProShares Ultra S&P500 in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
39
Reduced
45
Closed
19
Calls
$84.2M
Puts
$38.9M
Net Calls
+$45.2M
Net Calls Change
+$5.92M

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$10.4M
2
Lido Advisors
2
Lido Advisors
California
$5.95M
3
DS
3
DRW Securities
Illinois
$4.94M
4
Squarepoint
4
Squarepoint
New York
$3.53M
5
FIA
5
Foundations Investment Advisors
Arizona
$3.26M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
ACP
2
Aveo Capital Partners
Colorado
$4.63M
3
PWM
3
Prosperity Wealth Management
California
$2.16M
4
HF
4
HRT Financial
New York
$955K
5
PFA
5
Professional Financial Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
51
HRT Financial
New York
$955K -$4.85M -96,707 -84%
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$866K – – –
MWM
53
Meridian Wealth Management
Kentucky
$804K +$173K +3,446 +27%
PWAM
54
Pinnacle West Asset Management
Wyoming
$803K +$803K +16,000 New
MOS
55
MGO One Seven
Ohio
$794K -$135K -2,691 -15%
IAN
56
Integrated Advisors Network
Texas
$765K +$765K +15,232 New
Simplex Trading
57
Simplex Trading
Illinois
$762K +$600K +11,971 +372%
1WA
58
180 Wealth Advisors
Washington
$753K +$753K +15,000 New
SWP
59
Stratos Wealth Partners
Ohio
$736K -$64.6K -1,287 -8%
IA
60
IFP Advisors
Florida
$728K -$2.59M -21,312 -78%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$711K – – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$708K -$53.9K -1,075 -7%
LPL Financial
63
LPL Financial
California
$706K -$152K -3,019 -18%
MFGM
64
Marshall Financial Group (Maryland)
Maryland
$689K -$2.06K -41 -0.3%
GM
65
GeoWealth Management
Illinois
$624K +$16.2K +323 +3%
IW
66
Imprint Wealth
South Carolina
$618K +$618K +12,294 New
BPA
67
Beacon Pointe Advisors
California
$617K +$48.6K +969 +9%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$611K +$532K +10,599 +674%
TC
69
TownSquare Capital
Utah
$610K +$3.87K +77 +0.6%
DCM
70
Donaldson Capital Management
Indiana
$602K – – –
EWA
71
Evolution Wealth Advisors
Florida
$579K – – –
CPIG
72
Chicago Partners Investment Group
Illinois
$518K +$3.5K +69 +0.7%
SAMT
73
Select Asset Management & Trust
Pennsylvania
$502K +$502K +10,000 New
HIS
74
Harvest Investment Services
Illinois
$497K +$21.7K +433 +5%
CIAS
75
Capital Investment Advisory Services
North Carolina
$477K -$22.3K -444 -4%
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3
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