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ProShares Ultra S&P500
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Overview Fund Activity

190 hedge funds and large institutions have $1.05B invested in ProShares Ultra S&P500 in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+31
Holders Change %
+19.5%
% of All Funds
2.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
54
Increased
47
Reduced
44
Closed
21
Calls
$118M
Puts
$55.6M
Net Calls
+$62.6M
Net Calls Change
+$37.6M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$519M
2
AWM
Adams Wealth Management
Utah
$33.4M
3
TI
TTP Investments
California
$53.5M
4
JF
Jump Financial
Illinois
$17.9M
5
IMC Chicago
IMC Chicago
Illinois
$15M

Top Sellers

1
AWM
Axxcess Wealth Management
California
$0
2
TA
Tactive Advisors
Florida
$4.69M
3
XS
XR Securities
Illinois
$444K
4
MAM
Milestone Asset Management
Pennsylvania
$5.89M
5
RF
Rollins Financial
Georgia
$964K
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
151
Kovack Advisors
Florida
$205K +$205K +3,148 New
IFWM
152
Institute for Wealth Management
Colorado
$201K +$201K +3,094 New
SG Americas Securities
153
SG Americas Securities
New York
$195K – – –
S
154
SignatureFD
Georgia
$174K -$651 -10 -0.4%
LFG
155
Larson Financial Group
Missouri
$163K – – –
CPA
156
Cardiff Park Advisors
California
$131K +$5.08K +78 +4%
HFS
157
Hantz Financial Services
Michigan
$128K +$260 +4 +0.2%
HT
158
Headlands Technologies
Illinois
$128K +$128K +1,967 New
SS
159
Sunbelt Securities
Texas
$128K +$195 +3 +0.2%
AWM
160
Avior Wealth Management
Nebraska
$121K – – –
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$110K -$1.19M -18,342 -92%
US Bancorp
162
US Bancorp
Minnesota
$73.5K – – –
AIM
163
Anchor Investment Management
South Carolina
$65.1K +$65.1K +1,000 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$55K – – –
EWM
165
Evermay Wealth Management
Virginia
$52.1K – – –
RFA
166
Resurgent Financial Advisors
Georgia
$48.2K +$48.2K +741 New
PIS
167
POM Investment Strategies
North Carolina
$42.4K +$42.4K +651 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$39K +$39K +600 New
TVAMP
169
Tennessee Valley Asset Management Partners
Tennessee
$26.3K +$26.3K +404 New
GRP
170
Global Retirement Partners
California
$24.3K +$4.59K +71 +23%
TRCT
171
Tower Research Capital (TRC)
New York
$13K -$423K -6,496 -97%
Citigroup
172
Citigroup
New York
$13K – – –
SPWM
173
Spartan Planning & Wealth Management
North Carolina
$11.6K +$11.6K +179 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$11K +$5.75K +91 +110%
VWWMG
175
Vermillion & White Wealth Management Group
Pennsylvania
$10.3K +$10.3K +158 New
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7
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