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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 %
NG
101
Norden Group
Utah
$596K -$13.7K -166 -2%
CCWM
102
Cassaday & Co Wealth Management
Virginia
$592K +$257K +3,100 +76%
BAM
103
Berkshire Asset Management
Pennsylvania
$586K +$164K +1,995 +39%
CF
104
Cantor Fitzgerald
New York
$584K +$190K +2,295 +48%
FFS
105
Founders Financial Securities
Maryland
$578K +$112K +1,425 +24%
BAAM
106
Baker Avenue Asset Management
California
$570K – – –
SW
107
SVB Wealth
Massachusetts
$563K – – –
IWC
108
Integrated Wealth Concepts
Massachusetts
$549K +$549K +6,629 New
CP
109
Castleview Partners
Texas
$534K +$197K +2,380 +59%
HIS
110
Harvest Investment Services
Illinois
$530K -$118K -1,423 -18%
JF
111
Jump Financial
Illinois
$510K -$8.25M -99,722 -94%
PWM
112
Palumbo Wealth Management
New York
$483K +$49K +592 +11%
BWM
113
Bernard Wealth Management
Michigan
$476K – – –
WA
114
Wealthstar Advisors
Texas
$474K -$6.54K -79 -1%
AWS
115
Atria Wealth Solutions
New York
$469K -$35.9K -433 -7%
APW
116
Aurora Private Wealth
New Jersey
$457K -$4.8K -58 -1%
WA
117
Wealthstream Advisors
New York
$452K -$22.4K -270 -5%
SMA
118
Sage Mountain Advisors
Georgia
$451K – – –
Envestnet Portfolio Solutions
119
Envestnet Portfolio Solutions
Illinois
$443K +$119K +1,439 +37%
WMA
120
West Michigan Advisors
Michigan
$430K – – –
PWM
121
Perigon Wealth Management
California
$416K -$4.14K -50 -1%
MWM
122
Mindset Wealth Management
Indiana
$400K +$331 +4 +0.1%
IC
123
IEQ Capital
California
$397K +$397K +4,800 New
DQRIM
124
Dale Q Rice Investment Management
Washington
$388K – – –
CB
125
Commerce Bank
Missouri
$385K -$6.21K -75 -2%
3 4
5
6 7