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ProShares Ultra S&P500
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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 %
WA
101
Wealthstream Advisors
New York
$450K 5,800 -557 -9%
XSC
102
X-Square Capital
Puerto Rico
$448K 6,186 +6,186 New
NL
103
NWAM LLC
Washington
$439K 5,840 – –
WA
104
Wealthstar Advisors
Texas
$438K 5,644 -376 -6%
Wolverine Trading
105
Wolverine Trading
Illinois
$433K 5,580 +5,580 New
PWM
106
Perigon Wealth Management
California
$427K 5,511 -10,200 -65%
SMA
107
Sage Mountain Advisors
Georgia
$423K 5,452 – –
Corient Private Wealth
108
Corient Private Wealth
Florida
$415K 5,353 -384 -7%
HT
109
Headlands Technologies
Illinois
$410K 5,291 +3,324 +169%
PWM
110
Palumbo Wealth Management
New York
$404K 5,214 -1,190 -19%
WMA
111
West Michigan Advisors
Michigan
$403K 5,200 – –
BAM
112
Berkshire Asset Management
Pennsylvania
$397K 5,124 – –
CFS
113
CRA Financial Services
New Jersey
$395K 5,095 +23 +0.5%
RJA
114
Raymond James & Associates
Florida
$385K 4,970 +970 +24%
AAP
115
Arax Advisory Partners
Colorado
$385K 4,960 – –
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
$383K 4,944 – –
TA
117
TruWealth Advisors
Louisiana
$374K 4,829 – –
CB
118
Commerce Bank
Missouri
$366K 4,720 – –
CF
119
Centaurus Financial
California
$362K 4,676 +596 +15%
GCM
120
Gables Capital Management
Florida
$351K 4,530 – –
AWS
121
Atria Wealth Solutions
New York
$351K 4,525 -331 -7%
IW
122
Imprint Wealth
South Carolina
$349K 4,521 -1,480 -25%
VCA
123
Verdence Capital Advisors
Maryland
$346K 4,463 -215 -5%
GVAG
124
Great Valley Advisor Group
Delaware
$330K 4,260 – –
FFS
125
Founders Financial Securities
Maryland
$320K 4,130 +251 +6%
3 4
5
6 7