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ProShares UltraPro S&P 500
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Overview Fund Activity

100 hedge funds and large institutions have $604M invested in ProShares UltraPro S&P 500 in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
29
Reduced
30
Closed
10
Calls
$111M
Puts
$62.5M
Net Calls
+$48.7M
Net Calls Change
+$56M

Top Buyers

1
IMC Chicago
1
IMC Chicago
Illinois
$466M
2
AssetMark Inc
2
AssetMark Inc
California
$16.8M
3
Jane Street
3
Jane Street
New York
$12.4M
4
AWM
4
Axxcess Wealth Management
California
$5.99M
5
GS
5
GTS Securities
New York
$6.66M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CA
2
Cumberland Advisors
Florida
$0
3
PWM
3
Prosperity Wealth Management
California
$7.13M
4
XS
4
XR Securities
Illinois
$297K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$133K
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
26
Golden State Equity Partners
California
$964K 17,607 -744 -4%
Lido Advisors
27
Lido Advisors
California
$870K 15,884 +34 +0.2%
CG
28
Cutler Group
California
$823K 15,035 -6,318 -30%
Mariner
29
Mariner
Kansas
$749K 13,682 +767 +6%
SHIM
30
Stone House Investment Management
Pennsylvania
$733K 13,386 -3,929 -23%
EIP
31
Ellis Investment Partners
Pennsylvania
$676K 12,344 -399 -3%
EMAM
32
Encompass More Asset Management
California
$565K 10,313 +10,313 New
WIA
33
World Investment Advisors
California
$541K 9,880 -135 -1%
WAAG
34
Wealth Alliance Advisory Group
Kansas
$536K 9,795 +4,893 +100%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$512K 9,347 +9,347 New
TSS
36
Two Sigma Securities
New York
$498K 9,090 -1,122 -11%
FPCP
37
Fort Point Capital Partners
California
$496K 9,070 +200 +2%
FCM
38
Family Capital Management
Michigan
$482K 8,804 -4,919 -36%
Creative Planning
39
Creative Planning
Kansas
$462K 8,444 -4,476 -35%
WP
40
Westmount Partners
California
$441K 8,058 -977 -11%
BMCM
41
Bryn Mawr Capital Management
Pennsylvania
$431K 7,872 +17 +0.2%
WFA
42
WMG Financial Advisors
Tennessee
$398K 7,266 – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$396K 7,239 -842 -10%
OP
44
ORG Partners
Indiana
$367K 6,710 +94 +1%
LFG
45
Larson Financial Group
Missouri
$349K 6,369 +88 +1%
PFA
46
Plotkin Financial Advisors
Maryland
$347K 6,337 +1,150 +22%
EFG
47
Erickson Financial Group
Pennsylvania
$343K 6,273 +94 +2%
HT
48
Headlands Technologies
Illinois
$340K 6,205 +2,475 +66%
AFA
49
American Financial Advisors
Georgia
$334K 6,093 – –
MLFP
50
MPS Loria Financial Planners
Illinois
$324K 5,927 +1,009 +21%
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