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ProShares UltraPro S&P 500 (UPRO) Institutional Ownership

$84.02
-0.57 (-0.67%)
(As of 09/20/2024 ET)

Institutional Ownership Changes (13F Filings) for ProShares UltraPro S&P 500 (NYSEARCA:UPRO)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$553.01M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$583.64M
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UPRO Institutional Buying and Selling by Quarter

ProShares UltraPro S&P 500 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2024Creative Planning12,294$945K0.0%+35.5%0.026%
8/14/2024 Great Oak Capital Partners LLC3,863$271K0.1%-14.8%0.008%
8/10/2024 Axxcess Wealth Management LLC57,540$4.42M0.1%+603.2%0.124%
8/9/2024 Edgestream Partners L.P.7,355$565K0.0%N/A0.016%
8/9/2024 Renaissance Technologies LLC27,100$2.08M0.0%N/A0.058%
8/9/2024 Menard Financial Group LLC7,433$571K0.4%N/A0.016%
8/7/2024 Choreo LLC3,043$235K0.0%N/A0.007%
8/7/2024PFG Investments LLC2,728$210K0.0%N/A0.006%
8/7/2024 Ashton Thomas Private Wealth LLC87,738$6.74M0.4%-6.2%0.189%
8/6/2024 Ellis Investment Partners LLC10,751$826K0.2%-6.9%0.023%
8/6/2024 Main Street Group LTD43,519$3.36M1.4%-0.8%0.094%
8/6/2024 XR Securities LLC19,486$1.50M0.3%+22.8%0.042%
8/3/2024 Nicholas Hoffman & Company LLC.2,682$206K0.0%N/A0.006%
8/2/2024Larson Financial Group LLC3,907$300K0.0%-38.7%0.008%
7/31/2024 Sollinda Capital Management LLC70,314$5.40M1.6%N/A0.152%
7/31/2024 Spire Wealth Management3,953$304K0.0%+31.6%0.009%
7/31/2024Commonwealth Equity Services LLC7,412$570K0.0%-10.3%0.016%
7/31/2024 Wealth Alliance Advisory Group LLC6,164$474K0.1%-43.1%0.013%
7/30/2024 Hantz Financial Services Inc.1,209$93K0.0%N/A0.003%
7/30/2024 Millington Financial Advisors LLC36,359$2.79M1.9%+9.6%0.078%
7/27/2024 Encompass More Asset Management13,278$1.02M0.7%+38.6%0.029%
7/19/2024 CPR Investments Inc.39,805$3.06M2.5%+16.6%0.086%
7/19/2024 Erickson Financial Group LLC6,971$536K0.4%+5.0%0.015%
7/17/2024 DeDora Capital Inc.18,280$1.41M0.4%-25.3%0.039%
7/16/2024 ORG Partners LLC1,089$84K0.0%N/A0.002%
5/17/2024 First Western Trust Bank3,396$240K0.0%N/A0.007%
5/17/2024 Tidal Investments LLC116,181$8.20M0.1%N/A0.250%
5/15/2024 Flow Traders U.S. LLC49,529$3.49M0.2%+11.8%0.107%
5/14/2024 Axxcess Wealth Management LLC8,183$577K0.0%-92.5%0.018%
5/14/2024 CreativeOne Wealth LLC5,946$419K0.0%N/A0.013%
5/10/2024 Discovery Value Fund90,040$6.35M2.2%N/A0.194%
5/9/2024 XR Securities LLC15,862$1.12M0.0%+46.5%0.034%
5/8/2024 Headlands Technologies LLC4,024$284K0.1%-35.1%0.009%
4/30/2024Commonwealth Equity Services LLC8,264$583K0.0%+14.2%0.018%
4/24/2024 Spire Wealth Management3,003$212K0.0%-9.1%0.007%
4/23/2024 Strategic Blueprint LLC3,104$219K0.0%N/A0.007%
4/22/2024 Ashton Thomas Private Wealth LLC93,518$6.60M0.4%+8.7%0.203%
4/16/2024 Toth Financial Advisory Corp29,100$2.05M0.3%-44.2%0.063%
4/15/2024 Great Oak Capital Partners LLC4,536$320K0.1%+16.3%0.008%
4/13/2024 IMC Chicago LLC659,675$46.54M0.0%-92.3%1.154%
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4/12/2024 Traynor Capital Management Inc.3,449$243K0.0%N/A0.006%
3/22/2024 PNC Financial Services Group Inc.1,890$103K0.0%N/A0.003%
2/26/2024 Great Oak Capital Partners LLC3,901$214K0.1%N/A0.007%
2/16/2024 DRW Securities LLC85,998$4.71M0.1%+282.2%0.150%
2/13/2024 Tower Research Capital LLC TRC74,576$4.08M0.1%+171.9%0.130%
2/9/2024 Mark Sheptoff Financial Planning LLC452$25K0.0%N/A0.001%
2/9/2024 IMC Chicago LLC8,518,882$466.32M0.3%+10,278.1%14.906%
2/9/2024 Assetmark Inc.306,731$16.79M0.1%N/A0.537%
2/9/2024 Corient Private Wealth LLC84,334$4.62M0.0%+30.9%0.148%
2/8/2024 Innova Wealth Partners4,516$247K0.2%N/A0.008%
2/7/2024 Jump Financial LLC282,170$15.45M0.5%-9.2%0.494%
2/7/2024 MPS Loria Financial Planners LLC5,927$324K0.1%+20.5%0.010%
2/6/2024 Spire Wealth Management3,305$187K0.0%-26.9%0.006%
2/6/2024 Axxcess Wealth Management LLC109,487$5.99M0.2%+1,917.1%0.192%
2/5/2024 Capital Investment Counsel Inc2,700$148K0.0%+440.0%0.005%
2/2/2024 Headlands Technologies LLC6,205$340K0.1%+66.4%0.011%
2/2/2024 Golden State Equity Partners17,607$964K0.2%-4.1%0.031%
2/2/2024 Simplex Trading LLC53,990$2.96M0.0%-1.8%0.094%
2/1/2024 Millington Financial Advisors LLC28,410$1.56M1.2%+3.2%0.050%
1/31/2024 Family Capital Management Inc.8,804$482K0.3%-35.8%0.015%
1/31/2024 Stone House Investment Management LLC13,386$733K0.3%-22.7%0.023%
1/30/2024 Prosperity Wealth Management Inc.130,315$7.13M4.6%-34.8%0.228%
1/30/2024 Bison Wealth LLC4,145$227K0.0%N/A0.007%
1/30/2024 Vontobel Holding Ltd.5,043$276K0.0%-64.0%0.009%
1/29/2024 Ellis Investment Partners LLC12,344$676K0.2%-3.1%0.022%
1/26/2024 Toth Financial Advisory Corp52,135$2.85M0.4%+2.5%0.091%
1/26/2024 Turtle Creek Wealth Advisors LLC2,021$111K0.0%N/A0.004%
1/25/2024 Triton Wealth Management PLLC4,727$247K0.2%N/A0.008%
1/24/2024 CENTRAL TRUST Co2,024$111K0.0%N/A0.004%
1/23/2024 CPR Investments Inc.26,867$1.47M1.4%-5.0%0.047%
1/11/2024 Rise Advisors LLC711$39K0.0%+39.4%0.001%
1/11/2024 Wealth Alliance Advisory Group LLC9,795$536K0.1%+99.8%0.017%
12/4/2023Tucker Asset Management LLC15,038$619K0.2%+1,332.2%0.026%
11/15/2023 Stone House Investment Management LLC17,315$713K0.2%N/A0.030%
11/14/2023 Tower Research Capital LLC TRC27,431$1.13M0.0%-49.1%0.048%
11/14/2023 Qube Research & Technologies Ltd55,792$2.30M0.0%N/A0.098%
11/13/2023 Cary Street Partners Investment Advisory LLC2,465$101K0.0%+252.1%0.004%
11/13/2023 Mariner LLC12,915$532K0.0%-10.3%0.023%
11/9/2023 CPR Investments Inc.28,285$1.16M1.3%-1.2%0.049%
11/9/2023 WESPAC Advisors SoCal LLC5,240$216K0.1%-66.4%0.009%
11/9/2023 Headlands Technologies LLC3,730$154K0.1%N/A0.007%
11/8/2023Pathstone Family Office LLC8,996$370K0.0%N/A0.016%
11/8/2023 Fort Point Capital Partners LLC8,870$365K0.1%-5.7%0.016%
11/8/2023 Spire Wealth Management4,524$186K0.0%+94.8%0.008%
11/8/2023 Bryn Mawr Capital Management LLC7,855$323K0.0%N/A0.014%
11/7/2023 Prosperity Wealth Management Inc.200,003$8.23M5.3%+1.9%0.350%
11/7/2023 Jump Financial LLC310,593$12.79M0.5%+291.5%0.543%
11/4/2023 Q3 Asset Management20,935$861K0.3%N/A0.037%
11/3/2023 ORG Partners LLC6,616$272K0.1%+350.1%0.012%
11/3/2023Larson Financial Group LLC6,281$259K0.0%+6.5%0.011%
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11/2/2023 Millington Financial Advisors LLC27,519$1.13M1.0%+36.2%0.048%
11/1/2023 Simplex Trading LLC54,983$2.26M0.0%+5.8%0.096%
11/1/2023 Ellis Investment Partners LLC12,743$525K0.1%-3.7%0.022%
10/26/2023 XR Securities LLC71,929$2.96M0.2%+430.3%0.126%
10/26/2023 Paul Damon & Associates Inc.13,723$565K0.4%-29.3%0.024%
10/24/2023 Hoey Investments Inc.2,000$82K0.0%-33.3%0.003%
10/23/2023 Cumberland Advisors Inc.221,950$9.14M4.1%+3,562.5%0.388%
10/23/2023Commonwealth Equity Services LLC8,081$333K0.0%-54.7%0.014%
10/20/2023 Golden State Equity Partners18,351$756K0.2%-1.5%0.032%
10/20/2023 MPS Loria Financial Planners LLC4,918$202K0.1%-23.3%0.009%
(Data available from 1/1/2016 forward)

UPRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPRO shares?

During the previous two years, 88 institutional investors and hedge funds held shares of ProShares UltraPro S&P 500. The most heavily invested institutionals were IMC Chicago LLC ($46.54M), Assetmark Inc. ($16.79M), Jump Financial LLC ($15.45M), Paragon Advisors LLC ($11.28M), Cumberland Advisors Inc. ($9.14M), Tidal Investments LLC ($8.20M), and Prosperity Wealth Management Inc. ($7.13M).Learn more on UPRO's institutional investors.

Which institutional investors have been buying ProShares UltraPro S&P 500 stock?

Of the 81 institutional investors that purchased ProShares UltraPro S&P 500 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($8.92M), Cumberland Advisors Inc. ($617.39K), Jump Financial LLC ($518.31K), Assetmark Inc. ($306.73K), Paragon Advisors LLC ($206.10K), Simplex Trading LLC ($204.62K), and Axxcess Wealth Management LLC ($158.84K).

How much institutional buying is happening at ProShares UltraPro S&P 500?

Institutional investors have bought a total of 12,433,486 shares in the last 24 months. This purchase volume represents approximately $639.70M in transactions.

Which ProShares UltraPro S&P 500 major shareholders have been selling company stock?

Of the 36 institutional investors that sold ProShares UltraPro S&P 500 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IMC Chicago LLC ($8.09M), Cumberland Advisors Inc. ($1.08M), HRT Financial LP ($222.78K), Simplex Trading LLC ($125.22K), Axxcess Wealth Management LLC ($101.30K), Tower Research Capital LLC TRC ($77.19K), and F3Logic LLC ($75.30K).

How much institutional selling is happening at ProShares UltraPro S&P 500?

Institutional investors have sold a total of 10,042,426 shares in the last 24 months. This volume of shares sold represents approximately $644.08M in transactions.



This page (NYSEARCA:UPRO) was last updated on 9/20/2024 by MarketBeat.com Staff
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