SSO icon

ProShares Ultra S&P500
SSO

Overview Fund Activity

198 hedge funds and large institutions have $576M invested in ProShares Ultra S&P500 in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+25
Holders Change %
+14.45%
% of All Funds
3.06%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
47
Increased
45
Reduced
55
Closed
19
Calls
$123M
Puts
$89.9M
Net Calls
+$32.7M
Net Calls Change
-$719K

Top Buyers

1
ACP
1
Aveo Capital Partners
Colorado
$18.6M
2
SAM
2
SP Asset Management
California
$13.8M
3
MFGM
3
Marshall Financial Group (Maryland)
Maryland
$5.91M
4
ACM
4
AlphaStar Capital Management
North Carolina
$9.07M
5
OIA
5
OneDigital Investment Advisors
Kansas
$3.53M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$56K
2
GWM
2
Geneos Wealth Management
Colorado
$1.92M
3
KAS
3
Kestra Advisory Services
Texas
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.96M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$753K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
101
Palumbo Wealth Management
New York
$475K -$30.4K -416 -6%
WA
102
Wealthstream Advisors
New York
$462K +$462K +6,316 New
BRWA
103
B. Riley Wealth Advisors
Florida
$459K +$1.76K +24 +0.4%
CAG
104
Csenge Advisory Group
Florida
$452K +$242K +4,008 +115%
NL
105
NWAM LLC
Washington
$439K -$146K -2,000 -25%
SEI Investments
106
SEI Investments
Pennsylvania
$439K +$439K +6,000 New
CW
107
CreativeOne Wealth
Kansas
$438K +$438K +5,980 New
OPS
108
Orion Portfolio Solutions
Nebraska
$432K +$432K +5,906 New
RWM
109
Rezny Wealth Management
Florida
$409K – – –
SFG
110
Socha Financial Group
New York
$403K +$403K +5,500 New
BO
111
BRR OpCo
Ohio
$388K – – –
TA
112
TruWealth Advisors
Louisiana
$380K -$51.4K -702 -12%
EAM
113
Empirical Asset Management
Massachusetts
$374K +$374K +5,112 New
CB
114
Commerce Bank
Missouri
$366K – – –
WSTAM
115
Wilbanks Smith & Thomas Asset Management
Virginia
$362K – – –
AAP
116
Arax Advisory Partners
Colorado
$360K – – –
IWP
117
Innova Wealth Partners
Pennsylvania
$352K +$89.1K +1,218 +34%
WMA
118
West Michigan Advisors
Michigan
$351K +$351K +4,800 New
VCA
119
Verdence Capital Advisors
Maryland
$342K – – –
US Bancorp
120
US Bancorp
Minnesota
$332K -$4.24K -58 -1%
SIA
121
Soltis Investment Advisors
Utah
$332K – – –
SFG
122
Sowa Financial Group
Rhode Island
$332K +$293 +4 +0.1%
CAM
123
Cresset Asset Management
Illinois
$312K +$312K +4,258 New
MCM
124
MAI Capital Management
Ohio
$310K – – –
GC
125
Grimes & Company
Massachusetts
$301K – – –
3 4
5
6 7