SSO icon

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 %
HGWM
151
Harvest Group Wealth Management
Massachusetts
$4.27K -$5.27K -105 -55%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
TAM
153
Tucker Asset Management
Colorado
$2.61K +$2.61K +52 New
BTI
154
Blue Trust Inc
Georgia
$2K +$2K +55 New
NSG
155
Nalls Sherbakoff Group
Tennessee
$1.28K +$1.28K +26 New
CWA
156
Carolina Wealth Advisors
South Carolina
$1.26K +$1.26K +25 New
HI
157
Hoey Investments
Pennsylvania
$1.21K – – –
UBS Group
158
UBS Group
Switzerland
$100 +$50 +1 +100%
HNB
159
Huntington National Bank
Ohio
$50 – – –
GRP
160
Global Retirement Partners
California
$50 +$50 +1 New
Wells Fargo
161
Wells Fargo
California
$15 -$44 -1 Closed
IMC Chicago
162
IMC Chicago
Illinois
– -$11.5M -258,589 Closed
PFA
163
Professional Financial Advisors
Nebraska
– -$3.89M -87,460 Closed
Wolverine Trading
164
Wolverine Trading
Illinois
– -$1.32M -29,650 Closed
AWS
165
AJ Wealth Strategies
New York
– -$734K -16,508 Closed
FFA
166
First Foundation Advisors
California
– -$723K -16,267 Closed
HKIMG
167
Hutchens & Kramer Investment Management Group
Indiana
– -$631K -14,192 Closed
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
– -$576K -12,951 Closed
Bank of America
169
Bank of America
North Carolina
– -$358K -8,062 Closed
KAS
170
Kestra Advisory Services
Texas
– -$283K -6,371 Closed
LWM
171
Laidlaw Wealth Management
New York
– -$242K -5,453 Closed
Goldman Sachs
172
Goldman Sachs
New York
– -$223K -5,015 Closed
KBFS
173
Kohmann Bosshard Financial Services
Ohio
– -$222K -5,000 Closed
MCC
174
Money Concepts Capital
Florida
– -$98K -2,204 Closed
NA
175
NewEdge Advisors
Louisiana
– -$64K -1,440 Closed
4 5 6
7
8