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ProShares Ultra S&P500
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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 %
EWA
76
Exencial Wealth Advisors
Oklahoma
$224K 2,045 +2,045 New
ASN
77
Advisory Services Network
Georgia
$221K 2,024 +1,964 +3,273%
MVA
78
Mount Vernon Associates
Maryland
$219K 2,000 +2,000 New
AA
79
Altman Advisors
Illinois
$211K 1,932 +1,932 New
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$208K 1,900 +1,900 New
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$205K 1,874 -340 -15%
JGIA
82
Jackson Grant Investment Advisers
Connecticut
$199K 1,817 -100 -5%
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$186K 1,699 +2 +0.1%
KPCM
84
Kings Point Capital Management
New York
$134K 1,224 +24 +2%
FFW
85
Fusion Family Wealth
New York
$129K 1,177 +1,177 New
Bank of America
86
Bank of America
North Carolina
$114K 1,042 +1,000 +2,381%
Wells Fargo
87
Wells Fargo
California
$110K 1,001 -100 -9%
IA
88
IFP Advisors
Florida
$105K 962 -3,564 -79%
TRCT
89
Tower Research Capital (TRC)
New York
$97K 889 -45,648 -98%
OC
90
Oakworth Capital
Alabama
$97K 903 – –
FAAS
91
First Allied Advisory Services
California
$93K 855 +855 New
ANBT
92
American National Bank & Trust
Texas
$70K 642 +21 +3%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$68K 620 -50 -7%
JFA
94
JNBA Financial Advisors
Minnesota
$66K 600 – –
FWM
95
Focused Wealth Management
New York
$66K 600 – –
SEI Investments
96
SEI Investments
Pennsylvania
$61K 560 +375 +203%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$47K 430 – –
RFA
98
Reilly Financial Advisors
California
$44K 400 -400 -50%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44K 400 – –
US Bancorp
100
US Bancorp
Minnesota
$35K 320 -70 -18%
2 3
4
5 6