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ProShares Ultra S&P500
SSO

Overview Fund Activity

160 hedge funds and large institutions have $257M invested in ProShares Ultra S&P500 in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
29
Increased
39
Reduced
45
Closed
19
Calls
$84.2M
Puts
$38.9M
Net Calls
+$45.2M
Net Calls Change
+$5.92M

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$10.4M
2
Lido Advisors
2
Lido Advisors
California
$5.95M
3
DS
3
DRW Securities
Illinois
$4.94M
4
Squarepoint
4
Squarepoint
New York
$3.53M
5
FIA
5
Foundations Investment Advisors
Arizona
$3.26M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
ACP
2
Aveo Capital Partners
Colorado
$4.63M
3
PWM
3
Prosperity Wealth Management
California
$2.16M
4
HF
4
HRT Financial
New York
$955K
5
PFA
5
Professional Financial Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
126
Morgan Stanley
New York
$170K +$137K +2,726 +414%
S
127
SignatureFD
Georgia
$135K – – –
LFG
128
Larson Financial Group
Missouri
$126K -$2.31K -46 -2%
US Bancorp
129
US Bancorp
Minnesota
$108K – – –
HFS
130
Hantz Financial Services
Michigan
$99K +$402 +8 +0.4%
AWM
131
Avior Wealth Management
Nebraska
$93.5K – – –
CA
132
Clearstead Advisors
Ohio
$86.3K – – –
SS
133
Sunbelt Securities
Texas
$75.3K +$75.3K +1,542 New
CT
134
Clearstead Trust
Maine
$73.9K – – –
HT
135
Headlands Technologies
Illinois
$66.6K +$66.6K +1,327 New
BAM
136
Belpointe Asset Management
Nevada
$47.5K -$457K -9,111 -91%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$46K -$142K -2,848 -76%
CG
138
Cutler Group
California
$45K -$203K -4,062 -82%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$42.5K – – –
EWM
140
Evermay Wealth Management
Virginia
$40.2K – – –
HI
141
Harbour Investments
Wisconsin
$10K – – –
Citigroup
142
Citigroup
New York
$10K – – –
AIP
143
Ahrens Investment Partners
Louisiana
$10K +$10K +200 New
AssetMark Inc
144
AssetMark Inc
California
$8.03K – – –
VWM
145
Venturi Wealth Management
Texas
$7.63K +$7.63K +152 New
FCA
146
Fortis Capital Advisors
Kansas
$7.33K – – –
FCMT
147
Founders Capital Management (Texas)
Texas
$7K +$49 +1 +0.7%
BBPWM
148
Blue Bell Private Wealth Management
Pennsylvania
$6.02K – – –
NFSG
149
Newbridge Financial Services Group
Florida
$5.27K -$13.1K -260 -71%
TWM
150
Tradition Wealth Management
Minnesota
$5K – – –
4 5
6
7 8