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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 %
RIA
76
Regal Investment Advisors
Michigan
$401K +$401K +8,776 New
CIAS
77
Capital Investment Advisory Services
North Carolina
$394K -$75.3K -1,650 -16%
EWG
78
Executive Wealth Group
Washington
$384K – – –
SIA
79
Soltis Investment Advisors
Utah
$382K – – –
APA
80
American Portfolios Advisors
New York
$379K – – –
MCM
81
MAI Capital Management
Ohio
$379K +$379K +8,294 New
CAG
82
Csenge Advisory Group
Florida
$373K +$373K +8,174 New
FCI
83
Financial Counselors Inc
Kansas
$372K -$3.2K -70 -0.9%
RWM
84
Rezny Wealth Management
Florida
$364K – – –
COCM
85
Charter Oak Capital Management
New Hampshire
$363K +$363K +7,954 New
TPA
86
Trivium Point Advisory
Connecticut
$340K +$340K +7,250 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$338K -$44.4K -972 -12%
CBFP
88
Cedar Brook Financial Partners
Ohio
$332K +$332K +7,274 New
PWM
89
Palumbo Wealth Management
New York
$315K +$315K +6,902 New
WA
90
WESPAC Advisors
California
$310K +$310K +6,786 New
GCM
91
Gables Capital Management
Florida
$306K – – –
RJFSA
92
Raymond James Financial Services Advisors
Florida
$300K – – –
FA
93
Forefront Analytics
Pennsylvania
$295K -$212K -4,688 -42%
WAM
94
Wolverine Asset Management
Illinois
$290K -$1.74M -38,028 -86%
IWP
95
Innova Wealth Partners
Pennsylvania
$278K +$278K +6,080 New
TA
96
TruWealth Advisors
Louisiana
$269K +$269K +5,892 New
BO
97
BRR OpCo
Ohio
$242K +$242K +5,300 New
W
98
WealthOne
New York
$240K +$240K +5,254 New
QC
99
QCM Cayman
Texas
$238K +$238K +5,204 New
Wells Fargo
100
Wells Fargo
California
$235K +$31.1K +680 +15%
2 3
4
5 6