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ProShares Ultra S&P500

184 hedge funds and large institutions have $431M invested in ProShares Ultra S&P500 in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 63 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $44.5M

10% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 63

8% less funds holding

Funds holding: 199184 (-15)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less capital invested

Capital invested by funds: $576M → $431M (-$146M)

28% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 39

29.73% less ownership

Funds ownership: 50.18%20.45% (-30%)

Holders
184
Holders Change
-15
Holders Change %
-7.54%
% of All Funds
2.9%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
28
Increased
57
Reduced
63
Closed
39
Calls
$81.7M
Puts
$44.5M
Net Calls
+$37.1M
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealthstream Advisors
New York
$415K +$192 +6 +0%
IWP
102
Innova Wealth Partners
Pennsylvania
$409K +$90.5K +2,826 +29%
EP
103
Eudaimonia Partners
Tennessee
$408K +$398K +12,442 New
SEI Investments
104
SEI Investments
Pennsylvania
$394K
WA
105
Wealthstar Advisors
Texas
$393K -$60.6K -1,894 -14%
SCP
106
Silverleafe Capital Partners
Tennessee
$369K -$88.6K -2,768 -20%
RWM
107
Rezny Wealth Management
Florida
$367K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$350K +$341K +10,654 New
BRWA
109
B. Riley Wealth Advisors
Florida
$348K -$62.6K -1,956 -16%
BO
110
BRR OpCo
Ohio
$348K
SFG
111
Socha Financial Group
New York
$347K -$13.1K -408 -4%
GCM
112
Gables Capital Management
Florida
$341K -$6.4K -200 -2%
TA
113
TruWealth Advisors
Louisiana
$341K
PCM
114
Prelude Capital Management
New York
$335K +$135K +4,202 +70%
CB
115
Commerce Bank
Missouri
$328K
WMA
116
West Michigan Advisors
Michigan
$328K +$12.8K +400 +4%
AAP
117
Arax Advisory Partners
Colorado
$323K
VCA
118
Verdence Capital Advisors
Maryland
$313K +$6.4K +200 +2%
TCM
119
Teza Capital Management
Illinois
$302K +$295K +9,202 New
Wolverine Trading
120
Wolverine Trading
Illinois
$301K -$3.98M -124,428 -93%
SG Americas Securities
121
SG Americas Securities
New York
$295K +$32K +1,000 +13%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$290K +$283K +8,838 New
CFS
123
CRA Financial Services
New Jersey
$279K +$14.7K +460 +6%
MCM
124
MAI Capital Management
Ohio
$278K
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$274K

SSO Hedge Fund Activity: Q1 2022 in Review

184 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q1 2022, worth a combined $431M — down 25% from $576M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SSO and 28 opened new positions — a net loss of 11 holders — while 63 trimmed existing stakes and 57 added.

The largest buyer was Flow Traders U.S., adding an estimated $13.8M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $40.8M sold.

  • 184 institutional investors held ProShares Ultra S&P500 (SSO) as of Q1 2022, down from 199 in Q4 2021.
  • Funds reported $431M of ProShares Ultra S&P500 stock for Q1 2022, down 25% quarter-over-quarter.
  • 28 funds opened new ProShares Ultra S&P500 positions in Q1 2022 and 39 closed out, a net change of -11 holders.
  • The largest ProShares Ultra S&P500 buyer in Q1 2022 was Flow Traders U.S., an estimated $13.8M added.
  • The largest ProShares Ultra S&P500 seller in Q1 2022 was Piershale Financial Group, an estimated $40.8M sold.

Based on aggregated 13F filings for Q1 2022.