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ProShares UltraPro S&P 500
UPRO

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 %
Citigroup
76
Citigroup
New York
$27.4K 500 -1,950 -80%
Wells Fargo
77
Wells Fargo
California
$26.3K 481 +480 +48,000%
MSFP
78
Mark Sheptoff Financial Planning
Connecticut
$24.8K 452 +452 New
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.6K 450 – –
UBS Group
80
UBS Group
Switzerland
$20.9K 382 -871 -70%
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$18.4K 336 +336 New
AF
82
Allworth Financial
California
$14K 256 +256 New
BTI
83
Blue Trust Inc
Georgia
$13K 314 – –
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$11K 198 – –
PA
85
Parallel Advisors
California
$9.93K 181 +1 +0.6%
RWM
86
Ruedi Wealth Management
Illinois
$8.43K 154 -110 -42%
EWP
87
Elevation Wealth Partners
California
$8.23K 200 +200 New
PFBT
88
Parkside Financial Bank & Trust
Missouri
$7.77K 142 – –
GWM
89
Geneos Wealth Management
Colorado
$6.73K 123 – –
TFM
90
TFC Financial Management
Massachusetts
$5.47K 100 – –
NP
91
NorthRock Partners
Minnesota
$4.87K 89 +89 New
TAM
92
Tucker Asset Management
Colorado
$3.18K 58 -14,980 -100%
SPIA
93
Steward Partners Investment Advisory
New York
$2.3K 42 – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$2.19K 40 +33 +471%
VWM
95
Venturi Wealth Management
Texas
$1.97K 36 -14 -28%
QC
96
Quent Capital
New York
$1.93K 35 – –
GCM
97
Gables Capital Management
Florida
$1.37K 25 – –
William Blair & Company
98
William Blair & Company
Illinois
$510 9 – –
AWM
99
Abound Wealth Management
Tennessee
$329 6 – –
GRP
100
Global Retirement Partners
California
$54 1 – –
1 2 3
4
5