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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$84.8K 984 – –
HI
77
Hoey Investments
Pennsylvania
$76.8K 1,000 – –
Bank of America
78
Bank of America
North Carolina
$69K 800 +714 +830%
RA
79
Rise Advisors
New York
$61.5K 714 +2 +0.3%
FFA
80
Farther Finance Advisors
California
$60.3K 700 +700 New
OWP
81
ORG Wealth Partners
Texas
$54.4K 631 +631 New
PA
82
Parallel Advisors
California
$53.8K 623 +120 +24%
Citigroup
83
Citigroup
New York
$43.1K 500 – –
MSFP
84
Mark Sheptoff Financial Planning
Connecticut
$39K 452 – –
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$29K 336 – –
Parallax Volatility Advisers
86
Parallax Volatility Advisers
California
$28.8K 334 -6 -2%
AF
87
Allworth Financial
California
$27.5K 319 +63 +25%
BTI
88
Blue Trust Inc
Georgia
$24.1K 314 – –
Osaic Holdings
89
Osaic Holdings
Arizona
$20.7K 240 -485 -67%
SPIA
90
Steward Partners Investment Advisory
New York
$19.8K 230 +188 +448%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K 130 -160 -55%
GWM
92
Geneos Wealth Management
Colorado
$10.6K 123 – –
TFM
93
TFC Financial Management
Massachusetts
$8.62K 100 – –
PFBT
94
Parkside Financial Bank & Trust
Missouri
$7.93K 92 – –
WWP
95
WR Wealth Planners
Missouri
$7.91K 92 +1 +1%
KPP
96
Kings Path Partners
Texas
$4.48K 52 – –
SHF
97
Safe Harbor Fiduciary
Florida
$4.31K 50 +50 New
QC
98
Quent Capital
New York
$3.05K 35 – –
HCM
99
Hollencrest Capital Management
California
$2.59K 30 +5 +20%
VWM
100
Venturi Wealth Management
Texas
$2.41K 28 +12 +75%
2 3
4
5 6