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ProShares Ultra S&P500
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Overview Fund Activity

209 hedge funds and large institutions have $515M invested in ProShares Ultra S&P500 in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-26
Holders Change %
-11.06%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
27
Increased
55
Reduced
68
Closed
47
Calls
$83.2M
Puts
$53.6M
Net Calls
+$29.7M
Net Calls Change
-$13.4M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$41.5M
2
MFGM
Marshall Financial Group (Maryland)
Maryland
+$13.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.9M
4
NIA
NBZ Investment Advisors
Tennessee
+$11.6M
5
HCA
Harbor Capital Advisors
Illinois
+$7.85M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$172M
2
CI
CacheTech Inc
Utah
-$49.9M
3
AWM
Adams Wealth Management
Utah
-$49.5M
4
AssetMark Inc
AssetMark Inc
California
-$37.6M
5
CFIM
Client First Investment Management
Wisconsin
-$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
Evolution Wealth Advisors
Florida
$955K – – –
BIP
77
Blueprint Investment Partners
North Carolina
$942K -$1.45M -17,523 -61%
MML Investors Services
78
MML Investors Services
Massachusetts
$941K +$941K +11,370 New
SBIA
79
Sheaff Brock Investment Advisors
Indiana
$911K -$124K -1,500 -12%
BFG
80
Berger Financial Group
Minnesota
$891K +$422K +5,100 +90%
CF
81
Centaurus Financial
California
$891K -$1.06M -12,846 -54%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$880K -$8.54M -103,154 -91%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$854K +$494K +5,963 +137%
SW
84
SkyOak Wealth
Michigan
$853K – – –
FIA
85
Foundations Investment Advisors
Arizona
$832K -$4.86M -58,715 -85%
SB
86
Strategic Blueprint
Georgia
$820K +$621K +7,497 +311%
CPIG
87
Chicago Partners Investment Group
Illinois
$800K +$1.54K +19 +0.2%
SW
88
SteelPeak Wealth
California
$737K – – –
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$736K – – –
William Blair & Company
90
William Blair & Company
Illinois
$704K +$39.1K +472 +6%
MCM
91
MAI Capital Management
Ohio
$698K – – –
AWE
92
Avidian Wealth Enterprises
Texas
$689K +$689K +8,320 New
SFA
93
Sequoia Financial Advisors
Ohio
$677K -$16.9K -204 -2%
FNBTCON
94
First National Bank & Trust Co of Newtown
Pennsylvania
$667K – – –
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$662K – – –
GGS
96
Galvin Gaustad & Stein
Arizona
$658K +$139K +1,675 +27%
ACP
97
Aveo Capital Partners
Colorado
$646K -$4.08M -50,262 -86%
KWA
98
Kingswood Wealth Advisors
California
$645K -$5.34M -64,453 -89%
Corient Private Wealth
99
Corient Private Wealth
Florida
$640K +$172K +2,075 +37%
GAM
100
Grandview Asset Management
Pennsylvania
$596K -$414 -5 -0.1%
2 3
4
5 6