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ProShares Ultra S&P500
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Overview Fund Activity

190 hedge funds and large institutions have $1.05B invested in ProShares Ultra S&P500 in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 21 closing their positions.

Holders
190
Holders Change
+31
Holders Change %
+19.5%
% of All Funds
2.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
54
Increased
47
Reduced
44
Closed
21
Calls
$118M
Puts
$55.6M
Net Calls
+$62.6M
Net Calls Change
+$37.6M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$519M
2
AWM
2
Adams Wealth Management
Utah
$33.4M
3
TI
3
TTP Investments
California
$53.5M
4
JF
4
Jump Financial
Illinois
$17.9M
5
IMC Chicago
5
IMC Chicago
Illinois
$15M

Top Sellers

1
AWM
1
Axxcess Wealth Management
California
$0
2
TA
2
Tactive Advisors
Florida
$4.69M
3
XS
3
XR Securities
Illinois
$444K
4
MAM
4
Milestone Asset Management
Pennsylvania
$5.89M
5
RF
5
Rollins Financial
Georgia
$964K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$1.93M +$1.93M +29,600 New
PVAMC
52
PPS&V Asset Management Consultants
Michigan
$1.89M +$55.5K +853 +3%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$1.81M -$988K -15,186 -35%
Creative Planning
54
Creative Planning
Kansas
$1.76M +$1.11M +17,060 +172%
CAG
55
Csenge Advisory Group
Florida
$1.67M +$969K +14,897 +139%
FIA
56
Foundations Investment Advisors
Arizona
$1.64M +$1.15M +16,855 +236%
CDH
57
Charles D. Hyman
$1.61M – – –
TI
58
Tidal Investments
Wisconsin
$1.61M +$1.61M +24,699 New
IWP
59
Innova Wealth Partners
Pennsylvania
$1.6M -$218K -3,344 -12%
DSN
60
D. Scott Neal
Kentucky
$1.49M – – –
Group One Trading
61
Group One Trading
Illinois
$1.48M -$661K -10,151 -31%
WF
62
WoodTrust Financial
Wisconsin
$1.47M – – –
CCFM
63
Clear Creek Financial Management
Washington
$1.38M +$1.38M +21,213 New
MWM
64
Modern Wealth Management
Kansas
$1.33M +$1.33M +20,471 New
RJFSA
65
Raymond James Financial Services Advisors
Florida
$1.32M +$1.32M +20,227 New
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$1.22M +$276K +4,238 +29%
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$1.13M – – –
MWM
68
Meridian Wealth Management
Kentucky
$1.13M -$10.7K -165 -0.9%
TC
69
TownSquare Capital
Utah
$1.1M +$134K +2,055 +14%
FEM
70
Fulcrum Equity Management
Texas
$1.08M -$442K -6,794 -29%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.04M -$869K -13,351 -46%
PWM
72
Perigon Wealth Management
California
$1.02M +$1.02M +15,711 New
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.01M +$37.4K +575 +4%
ATPW
74
Ashton Thomas Private Wealth
Arizona
$1.01M +$1.01M +15,497 New
SWP
75
Stratos Wealth Partners
Ohio
$1M +$31.3K +481 +3%
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3
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