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ProShares UltraPro S&P 500

89 hedge funds and large institutions have $243M invested in ProShares UltraPro S&P 500 in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

29% more capital invested

Capital invested by funds: $189M → $243M (+$54.2M)

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

22% more funds holding

Funds holding: 7389 (+16)

20% more call options, than puts

Call options by funds: $235M | Put options by funds: $196M

0.24% less ownership

Funds ownership: 13.27%13.04% (-0.24%)

Holders
89
Holders Change
+16
Holders Change %
+21.92%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
25
Increased
28
Reduced
22
Closed
9
Calls
$235M
Puts
$196M
Net Calls
+$39M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
26
Bell Rock Capital
Delaware
$1.14M +$1.02M +14,700 New
HCMG
27
Howard Capital Management Group
California
$1.11M +$415 +6 +0%
SHIM
28
Stone House Investment Management
Pennsylvania
$1.09M -$185K -2,676 -16%
MIC
29
Maxi Investments CY
Cyprus
$1.08M +$983K +14,200 New
HIS
30
Harvest Investment Services
Illinois
$1.04M -$76.8K -1,110 -8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$992K -$128K -1,842 -12%
FPCP
32
Fort Point Capital Partners
California
$917K -$10.5K -152 -1%
Lido Advisors
33
Lido Advisors
California
$906K +$123K +1,778 +18%
CW
34
CreativeOne Wealth
Kansas
$855K +$347K +5,006 +81%
CS
35
Credit Suisse
Switzerland
$749K +$679K +9,802 New
PFA
36
Plotkin Financial Advisors
Maryland
$724K +$98.3K +1,420 +18%
MFG
37
Menard Financial Group
Texas
$671K -$30.2K -436 -5%
AI
38
AXS Investments
New York
$593K +$539K +7,780 New
CT
39
Caldwell Trust
Florida
$557K +$505K +7,300 New
WFA
40
WMG Financial Advisors
Tennessee
$554K +$503K +7,266 New
LFG
41
Larson Financial Group
Missouri
$552K +$294K +4,250 +142%
Renaissance Technologies
42
Renaissance Technologies
New York
$549K +$498K +7,200 New
Osaic Holdings
43
Osaic Holdings
Arizona
$544K +$394K +5,694 +395%
BAM
44
Belpointe Asset Management
Nevada
$532K -$165K -2,382 -25%
IWP
45
Innova Wealth Partners
Pennsylvania
$510K -$53.4K -772 -10%
SW
46
SVB Wealth
Massachusetts
$462K
RWA
47
Redhawk Wealth Advisors
Minnesota
$449K +$407K +5,880 New
SWM
48
Spire Wealth Management
Virginia
$393K +$2.08K +30 +0.6%
TWM
49
Triton Wealth Management
Arizona
$374K +$460K +6,648 +132%
LA
50
LexAurum Advisors
Kansas
$369K +$3.19K +46 +1%