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ProShares Ultra S&P500
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Overview Fund Activity

159 hedge funds and large institutions have $482M invested in ProShares Ultra S&P500 in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
159
Holders Change
-16
Holders Change %
-9.14%
% of All Funds
2.54%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
20
Increased
42
Reduced
52
Closed
35
Calls
$84.9M
Puts
$59.9M
Net Calls
+$25M
Net Calls Change
+$107K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.6M
2
SC
2
Sinecera Capital
Texas
$6.77M
3
TI
3
TTP Investments
California
$23.3M
4
PFO
4
Pathstone Family Office
New Jersey
$3.86M
5
XS
5
XR Securities
Illinois
$2.46M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$213M
2
GS
2
GTS Securities
New York
$752K
3
RVM
3
Robinson Value Management
Texas
$0
4
MWM
4
MinichMacGregor Wealth Management
New York
$0
5
KLC
5
Knowledge Leaders Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$925K +$4.38K +82 +0.5%
SW
52
SkyOak Wealth
Michigan
$916K -$52.2K -978 -5%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$872K +$872K +16,331 New
DS
54
DRW Securities
Illinois
$867K -$243K -4,558 -22%
BSW
55
Buckingham Strategic Wealth
Missouri
$818K +$818K +15,325 New
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$802K +$59.3K +1,111 +8%
SWP
57
Stratos Wealth Partners
Ohio
$798K -$26.7K -501 -3%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$798K +$30.4K +569 +4%
TC
59
TownSquare Capital
Utah
$790K +$54.5K +1,021 +7%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$775K +$127K +2,378 +20%
LPL Financial
61
LPL Financial
California
$754K -$128K -2,401 -15%
FFA
62
First Foundation Advisors
California
$754K +$754K +14,125 New
GS
63
GTS Securities
New York
$752K -$25.5M -476,927 -97%
AWS
64
Atria Wealth Solutions
New York
$733K +$467K +8,748 +175%
SW
65
SteelPeak Wealth
California
$725K +$251K +4,700 +53%
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$651K -$59.8K -1,120 -8%
DCM
67
Donaldson Capital Management
Indiana
$641K – – –
EWA
68
Evolution Wealth Advisors
Florida
$616K – – –
SIS
69
Strategic Investment Solutions
Illinois
$592K +$592K +10,600 New
PWM
70
Prosperity Wealth Management
California
$587K -$153K -2,864 -21%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$574K +$574K +10,749 New
CAG
72
Csenge Advisory Group
Florida
$573K -$256K -4,790 -31%
CPIG
73
Chicago Partners Investment Group
Illinois
$556K +$1.23K +24 +0.2%
Creative Planning
74
Creative Planning
Kansas
$530K +$80.6K +1,510 +18%
GGS
75
Galvin Gaustad & Stein
Arizona
$523K +$523K +9,795 New
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