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ProShares UltraPro S&P 500
UPRO

120 hedge funds and large institutions have $146M invested in ProShares UltraPro S&P 500 in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

10% more call options, than puts

Call options by funds: $213M | Put options by funds: $193M

5.03% less ownership

Funds ownership: 8.75% → 3.73% (-5%)

17% less funds holding

Funds holding: 145 → 120 (-25)

57% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 37

60% less capital invested

Capital invested by funds: $370M → $146M (-$224M)

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
120
Holders Change
-25
Holders Change %
-17.24%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
16
Increased
43
Reduced
32
Closed
37
Calls
$213M
Puts
$193M
Net Calls
+$19.2M
Net Calls Change
+$106M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$5.52M
2
TRCT
Tower Research Capital (TRC)
New York
+$4.52M
3
IMC Chicago
IMC Chicago
Illinois
+$3.75M
4
FTUS
Flow Traders U.S.
New York
+$3.53M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.28M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$119M
2
TCI
Turner Capital Investments
Texas
-$37M
3
AWM
Axxcess Wealth Management
California
-$22.9M
4
BW
BXM Wealth
Colorado
-$20.7M
5
RVM
Robinson Value Management
Texas
-$16.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
51
Insigneo Advisory Services
Florida
$458K – – –
SFC
52
SYM Financial Corp
Indiana
$455K – – –
CWM
53
Calamos Wealth Management
Illinois
$442K – – –
Calamos Advisors
54
Calamos Advisors
Illinois
$442K +$516K +4,562 New
SCM
55
Sollinda Capital Management
Florida
$441K -$187K -1,653 -27%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$435K +$111K +982 +28%
BPWM
57
Badgley Phelps Wealth Managers
Washington
$425K +$157K +1,385 +46%
MWM
58
Mittelman Wealth Management
Massachusetts
$421K – – –
DF
59
Dedeker Financial
Minnesota
$416K -$98K -867 -17%
WAAG
60
Wealth Alliance Advisory Group
Kansas
$412K +$565 +5 +0.1%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$408K -$41.5K -367 -8%
CW
62
CreativeOne Wealth
Kansas
$381K +$31.1K +275 +8%
LFG
63
Larson Financial Group
Missouri
$353K +$904 +8 +0.2%
NHC
64
Nicholas Hoffman & Company
Georgia
$350K +$82.8K +733 +25%
OC
65
Optima Capital
Oregon
$326K +$34.9K +309 +10%
JWCA
66
J.W. Cole Advisors
Florida
$302K +$904 +8 +0.3%
CL
67
Choreo LLC
Illinois
$299K -$73.6K -651 -17%
LA
68
LexAurum Advisors
Kansas
$275K +$320K +2,832 New
AssetMark Inc
69
AssetMark Inc
California
$271K -$16.5K -146 -5%
MFA
70
Mayflower Financial Advisors
Massachusetts
$270K -$4.86K -43 -2%
MFP
71
Meramec Financial Planners
Missouri
$256K – – –
TSS
72
Two Sigma Securities
New York
$252K +$293K +2,595 New
EFS
73
Essex Financial Services
Connecticut
$251K -$14.2K -126 -5%
DF
74
Daviman Financial
Indiana
$250K -$339 -3 -0.1%
STA
75
Summit Trail Advisors
New York
$244K – – –
1 2
3
4 5

UPRO Hedge Fund Activity: Q1 2026 in Review

120 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro S&P 500 (UPRO) for Q1 2026, worth a combined $146M — down 60% from $370M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UPRO and 16 opened new positions — a net loss of 21 holders — while 32 trimmed existing stakes and 43 added.

The largest buyer was Goldman Sachs, adding an estimated $5.52M. The largest seller was Howard Capital Management, exiting entirely with an estimated $119M sold.

  • 120 institutional investors held ProShares UltraPro S&P 500 (UPRO) as of Q1 2026, down from 145 in Q4 2025.
  • Funds reported $146M of ProShares UltraPro S&P 500 stock for Q1 2026, down 60% quarter-over-quarter.
  • 16 funds opened new ProShares UltraPro S&P 500 positions in Q1 2026 and 37 closed out, a net change of -21 holders.
  • The largest ProShares UltraPro S&P 500 buyer in Q1 2026 was Goldman Sachs, an estimated $5.52M added.
  • The largest ProShares UltraPro S&P 500 seller in Q1 2026 was Howard Capital Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2026.