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ProShares Short S&P500

169 hedge funds and large institutions have $406M invested in ProShares Short S&P500 in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $298M → $406M (+$108M)

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

2% more funds holding

Funds holding: 165169 (+4)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0.94% more ownership

Funds ownership: 5.38%6.32% (+0.94%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

34% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $4.48M

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.96%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
36
Increased
39
Reduced
38
Closed
28
Calls
$2.94M
Puts
$4.48M
Net Calls
-$1.54M
Net Calls Change
-$668K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$111K +$3.75K +63 +4%
S
127
SignatureFD
Georgia
$107K
AA
128
Ancora Advisors
Ohio
$106K -$1.49K -25 -1%
LWA
129
Lowe Wealth Advisors
Maryland
$93K -$11.1K -186 -11%
Vontobel Holding
130
Vontobel Holding
Switzerland
$91K
CG
131
Cutler Group
California
$68K +$22.4K +375 +50%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$65K +$62.1K +1,042 +3,256%
ICM
133
Islay Capital Management
Texas
$61K
Barclays
134
Barclays
United Kingdom
$58K +$18.1K +304 +47%
SPIA
135
Steward Partners Investment Advisory
New York
$53K
KPCM
136
Kings Point Capital Management
New York
$49K
BWM
137
BerganKDV Wealth Management
Minnesota
$47K +$6.86K +115 +17%
EW
138
Evoke Wealth
California
$45K
US Bancorp
139
US Bancorp
Minnesota
$39K +$21.3K +357 +126%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$34K +$32.8K +550 New
EL
141
EMFO LLC
Florida
$33K
AF
142
Advisornet Financial
Minnesota
$30K -$17.9K -300 -38%
SNT
143
Security National Trust
West Virginia
$28K
ACM
144
Antonetti Capital Management
Florida
$27K +$26.1K +438 New
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$14.9K -250 -40%
FMP
146
Financial Management Professionals
Texas
$18K
WWM
147
Wolff Wiese Magana
California
$18K
APA
148
American Portfolios Advisors
New York
$16.8K
FGAM
149
Financial Gravity Asset Management
Texas
$15K
FF
150
FourThought Financial
Florida
$15K

SH Hedge Fund Activity: Q3 2021 in Review

169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Short S&P500 (SH) for Q3 2021, worth a combined $406M — up 36% from $298M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SH positions and 28 closed out — a net gain of 8 holders — while 39 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.2M. The largest seller was Kessler Investment Group, exiting entirely with an estimated $11.2M sold.

  • 169 institutional investors held ProShares Short S&P500 (SH) as of Q3 2021, up from 165 in Q2 2021.
  • Funds reported $406M of ProShares Short S&P500 stock for Q3 2021, up 36% quarter-over-quarter.
  • 36 funds opened new ProShares Short S&P500 positions in Q3 2021 and 28 closed out, a net change of +8 holders.
  • The largest ProShares Short S&P500 buyer in Q3 2021 was Morgan Stanley, an estimated $54.2M added.
  • The largest ProShares Short S&P500 seller in Q3 2021 was Kessler Investment Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2021.