SSO icon

ProShares Ultra S&P500
SSO

Overview Fund Activity

206 hedge funds and large institutions have $919M invested in ProShares Ultra S&P500 in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 36 closing their positions.

Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
2.98%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
44
Increased
50
Reduced
62
Closed
36
Calls
$104M
Puts
$86.5M
Net Calls
+$17.3M
Net Calls Change
-$30.3M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$167M
2
DWM
2
Dynasty Wealth Management
Florida
$51.4M
3
PWM
3
Prosperity Wealth Management
California
$15.8M
4
JF
4
Jump Financial
Illinois
$13.5M
5
ACP
5
Aveo Capital Partners
Colorado
$20.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$44.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.5M
3
RVM
3
Robinson Value Management
Texas
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.63M
5
FIA
5
Foundations Investment Advisors
Arizona
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$1.05M 11,640 +6,287 +117%
EWA
77
Evolution Wealth Advisors
Florida
$1.04M 11,532 – –
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$995K 11,036 -6,511 -37%
LPL Financial
79
LPL Financial
California
$993K 11,009 -2,848 -21%
KWA
80
Kingswood Wealth Advisors
California
$982K 10,891 -58,780 -84%
QC
81
Quadrature Capital
United Kingdom
$966K 10,710 +10,710 New
Bank of New York Mellon
82
Bank of New York Mellon
New York
$943K 10,457 +10,457 New
MFGM
83
Marshall Financial Group (Maryland)
Maryland
$941K 10,440 – –
SW
84
SkyOak Wealth
Michigan
$938K 10,408 -334 -3%
AWS
85
Atria Wealth Solutions
New York
$917K 10,164 +5,642 +125%
CPIG
86
Chicago Partners Investment Group
Illinois
$883K 9,707 +806 +9%
CIAS
87
Capital Investment Advisory Services
North Carolina
$849K 9,421 +272 +3%
DWS
88
Discipline Wealth Solutions
South Carolina
$836K 9,275 +9,275 New
CA
89
CoreCap Advisors
Michigan
$807K 8,954 -229 -2%
NA
90
NewEdge Advisors
Louisiana
$803K 8,900 +5,702 +178%
SW
91
SteelPeak Wealth
California
$802K 8,880 – –
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$788K 8,738 -4,860 -36%
SA
93
Sanctuary Advisors
Indiana
$784K 8,172 -198 -2%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$746K 8,275 -12,265 -60%
GAM
95
Grandview Asset Management
Pennsylvania
$739K 8,200 – –
MCM
96
MAI Capital Management
Ohio
$735K 8,155 – –
SFA
97
Sequoia Financial Advisors
Ohio
$734K 8,137 +19 +0.2%
FNBTCON
98
First National Bank & Trust Co of Newtown
Pennsylvania
$727K 8,060 – –
HIS
99
Harvest Investment Services
Illinois
$722K 8,004 +1,605 +25%
FFA
100
Farther Finance Advisors
California
$690K 7,648 -2,485 -25%
2 3
4
5 6