SSO icon

ProShares Ultra S&P500
SSO

Overview Fund Activity

184 hedge funds and large institutions have $770M invested in ProShares Ultra S&P500 in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 32 closing their positions.

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
30
Increased
41
Reduced
61
Closed
32
Calls
$127M
Puts
$71.9M
Net Calls
+$55.4M
Net Calls Change
-$7.13M

Top Buyers

1
CFIM
1
Client First Investment Management
Wisconsin
$28.2M
2
AWM
2
Axxcess Wealth Management
California
$11M
3
RCM
3
Ridgepath Capital Management
Tennessee
$14M
4
PDL
4
Portfolio Design Labs
California
$7.92M
5
TRCT
5
Tower Research Capital (TRC)
New York
$5.89M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$261M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.51M
3
JF
3
Jump Financial
Illinois
$0
4
IMC Chicago
4
IMC Chicago
Illinois
$0
5
FTA
5
Financial & Tax Architects
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$776K 10,005 -1,129 -10%
CIAS
77
Capital Investment Advisory Services
North Carolina
$729K 9,399 -20 -0.2%
APW
78
Aurora Private Wealth
New Jersey
$693K 8,974 -36 -0.4%
SW
79
SteelPeak Wealth
California
$688K 8,880 – –
CPIG
80
Chicago Partners Investment Group
Illinois
$650K 9,024 -142 -2%
GAM
81
Grandview Asset Management
Pennsylvania
$636K 8,200 – –
MCM
82
MAI Capital Management
Ohio
$635K 8,195 +20 +0.2%
HIS
83
Harvest Investment Services
Illinois
$630K 8,123 -1,156 -12%
SFA
84
Sequoia Financial Advisors
Ohio
$629K 8,118 +8,118 New
FNBTCON
85
First National Bank & Trust Co of Newtown
Pennsylvania
$625K 8,060 – –
William Blair & Company
86
William Blair & Company
Illinois
$624K 8,052 +892 +12%
MSFS
87
Main Street Financial Solutions
Pennsylvania
$618K 7,970 +1,789 +29%
NG
88
Norden Group
Utah
$616K 7,946 +7,946 New
COCM
89
Charter Oak Capital Management
New Hampshire
$559K 7,215 – –
FTUS
90
Flow Traders U.S.
New York
$539K 6,957 +6,957 New
BAAM
91
Baker Avenue Asset Management
California
$534K 6,884 – –
SW
92
SVB Wealth
Massachusetts
$524K 6,754 – –
BPA
93
Beacon Pointe Advisors
California
$522K 6,739 +2 +0%
CA
94
CoreCap Advisors
Michigan
$515K 6,643 +2,609 +65%
GGS
95
Galvin Gaustad & Stein
Arizona
$511K 6,595 -650 -9%
TA
96
TFB Advisors
Kansas
$470K 6,680 -53,803 -89%
CS
97
Credit Suisse
Switzerland
$465K 6,000 – –
MOS
98
MGO One Seven
Ohio
$458K 5,906 -5,863 -50%
FEM
99
Fulcrum Equity Management
Texas
$456K 5,880 -10,685 -65%
CASC
100
Coppell Advisory Solutions Corp
Texas
$453K 5,839 +5,839 New
2 3
4
5 6