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ProShares UltraPro S&P 500
UPRO

Overview Fund Activity

108 hedge funds and large institutions have $477M invested in ProShares UltraPro S&P 500 in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.56%
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
31
Reduced
26
Closed
16
Calls
$173M
Puts
$116M
Net Calls
+$56.8M
Net Calls Change
+$42.9M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$188M
2
IMC Chicago
2
IMC Chicago
Illinois
$83.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$64.6M
5
QC
5
Quadrature Capital
United Kingdom
$15.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
HCS
2
Himension Capital (Singapore)
Singapore
$0
3
TI
3
Tidal Investments
Wisconsin
$0
4
AWM
4
Axxcess Wealth Management
California
$545K
5
GS
5
GTS Securities
New York
$953K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWS
51
Discipline Wealth Solutions
South Carolina
$429K +$429K +4,974 New
LFG
52
Larson Financial Group
Missouri
$414K +$77.3K +897 +23%
WIA
53
World Investment Advisors
California
$402K -$209K -2,425 -34%
LIS
54
Legacy Investment Solutions
Idaho
$340K +$340K +3,572 New
LWMI
55
Legacy Wealth Management (Idaho)
Idaho
$340K +$340K +3,572 New
GOCP
56
Great Oak Capital Partners
Massachusetts
$331K +$855 +10 +0.3%
TWM
57
Triton Wealth Management
Arizona
$281K -$51K -607 -15%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$259K -$381K -4,413 -60%
PI
59
PFG Investments
New York
$259K +$23.8K +276 +10%
TC
60
TownSquare Capital
Utah
$257K +$257K +2,987 New
CL
61
Choreo LLC
Illinois
$256K +$756 +9 +0.3%
CFG
62
Clayton Financial Group
Missouri
$233K +$233K +2,700 New
NHC
63
Nicholas Hoffman & Company
Georgia
$231K – – –
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$222K +$222K +2,581 New
CAM
65
Cresset Asset Management
Illinois
$218K +$218K +2,530 New
LPL Financial
66
LPL Financial
California
$213K +$213K +2,466 New
SB
67
Strategic Blueprint
Georgia
$202K +$202K +2,348 New
SWM
68
Spire Wealth Management
Virginia
$198K -$142K -1,652 -42%
PWM
69
Provident Wealth Management
Tennessee
$172K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$169K -$1.03K -12 -0.6%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$157K – – –
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$126K -$157K -1,821 -56%
HFS
73
Hantz Financial Services
Michigan
$104K +$257 +3 +0.2%
Walleye Trading
74
Walleye Trading
New York
$103K -$5.78K -67 -5%
S
75
SignatureFD
Georgia
$89.6K – – –
1 2
3
4 5