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ProShares UltraPro Short S&P 500

40 hedge funds and large institutions have $38.7M invested in ProShares UltraPro Short S&P 500 in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

99% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $9.78M

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

14% more funds holding

Funds holding: 3540 (+5)

12% more capital invested

Capital invested by funds: $34.6M → $38.7M (+$4.08M)

0% more ownership

Funds ownership: 0.01%0.01% (+0%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
10
Reduced
5
Closed
6
Calls
$19.5M
Puts
$9.78M
Net Calls
+$9.68M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
26
HRT Financial
New York
$165K +$176K +27 New
CG
27
Cutler Group
California
$59K -$97.8K -15 -60%
IP
28
Intellectus Partners
California
$58K
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$39K +$39.1K +6 New
Creative Planning
30
Creative Planning
Kansas
$31K
IA
31
IFP Advisors
Florida
$16K
Bank of America
32
Bank of America
North Carolina
$16K +$19.6K +3 New
US Bancorp
33
US Bancorp
Minnesota
$13K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$10K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$10K
HR
36
Howe & Rusling
New York
$7K
TWA
37
TCI Wealth Advisors
Arizona
$6K
NA
38
NewEdge Advisors
Louisiana
$3.11K +$6.52K +1 New
JAM
39
Jolley Asset Management
North Carolina
$3K
FANJ
40
Financial Architects (New Jersey)
New Jersey
$2K
Walleye Trading
41
Walleye Trading
New York
$612 -$97.8K -15 -13%
Goldman Sachs
42
Goldman Sachs
New York
-$968K -141 Closed
TMC
43
Trellus Management Company
Florida
-$729K -106 Closed
TAM
44
Tocqueville Asset Management
New York
-$260K -38 Closed
SFA
45
Sequoia Financial Advisors
Ohio
-$172K -25 Closed
CCM
46
Cohen Capital Management
California
-$34K -5 Closed
WAM
47
Wolverine Asset Management
Illinois
-$34K -5 Closed

SPXU Hedge Fund Activity: Q2 2017 in Review

40 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro Short S&P 500 (SPXU) for Q2 2017, worth a combined $38.7M — up 12% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPXU positions and 6 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $1.73M. The largest seller was Sicart Associates, cutting an estimated $1.42M.

  • 40 institutional investors held ProShares UltraPro Short S&P 500 (SPXU) as of Q2 2017, up from 35 in Q1 2017.
  • Funds reported $38.7M of ProShares UltraPro Short S&P 500 stock for Q2 2017, up 12% quarter-over-quarter.
  • 11 funds opened new ProShares UltraPro Short S&P 500 positions in Q2 2017 and 6 closed out, a net change of +5 holders.
  • The largest ProShares UltraPro Short S&P 500 buyer in Q2 2017 was Citigroup, an estimated $1.73M added.
  • The largest ProShares UltraPro Short S&P 500 seller in Q2 2017 was Sicart Associates, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2017.