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ProShares Ultra S&P500

156 hedge funds and large institutions have $250M invested in ProShares Ultra S&P500 in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $65.8M | Put options by funds: $43.4M

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

2.14% less ownership

Funds ownership: 20.45%18.31% (-2.1%)

15% less funds holding

Funds holding: 184156 (-28)

42% less capital invested

Capital invested by funds: $431M → $250M (-$181M)

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

61% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 44

Holders
156
Holders Change
-28
Holders Change %
-15.22%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.08%
New
17
Increased
40
Reduced
44
Closed
44
Calls
$65.8M
Puts
$43.4M
Net Calls
+$22.5M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
126
Blue Trust Inc
Georgia
$66K +$53.6K +2,000 New
MCC
127
Money Concepts Capital
Florida
$62K -$45.7K -1,704 -39%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$40K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$38K
EWM
130
Evermay Wealth Management
Virginia
$36K
OPW
131
Oxler Private Wealth
New York
$35.9K +$42.9K +1,600 New
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$25K +$23.5K +876 +348%
ED
133
Exane Derivatives
France
$22.4K
CC
134
Corsicana & Co
Texas
$21K
TAM
135
Tucker Asset Management
Colorado
$20.3K +$24.2K +902 New
TWM
136
Tradition Wealth Management
Minnesota
$18K +$16.1K +600 +300%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$16K -$12K -446 -38%
BCM
138
Blume Capital Management
California
$16K
AssetMark Inc
139
AssetMark Inc
California
$15K -$9.32K -348 -34%
CP
140
Corbenic Partners
Pennsylvania
$15K
NFSG
141
Newbridge Financial Services Group
Florida
$12K -$5.52K -206 -28%
AF
142
Advisornet Financial
Minnesota
$11K +$13.4K +500 New
HGWM
143
Harvest Group Wealth Management
Massachusetts
$10K -$643 -24 -6%
Citigroup
144
Citigroup
New York
$9K -$34.7K -1,296 -76%
PFS
145
Prospera Financial Services
Texas
$9K
CAAS
146
Capital Asset Advisory Services
Michigan
$6K
CCM
147
Cribstone Capital Management
Maine
$6K
FCMT
148
Founders Capital Management (Texas)
Texas
$6K +$3.81K +142 +100%
BBPWM
149
Blue Bell Private Wealth Management
Pennsylvania
$5K
Bank of America
150
Bank of America
North Carolina
$4K -$15.7K -586 -76%

SSO Hedge Fund Activity: Q2 2022 in Review

156 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q2 2022, worth a combined $250M — down 42% from $431M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SSO and 17 opened new positions — a net loss of 27 holders — while 44 trimmed existing stakes and 40 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $9.07M. The largest seller was AmeriServ Wealth Advisors, exiting entirely with an estimated $29.1M sold.

  • 156 institutional investors held ProShares Ultra S&P500 (SSO) as of Q2 2022, down from 184 in Q1 2022.
  • Funds reported $250M of ProShares Ultra S&P500 stock for Q2 2022, down 42% quarter-over-quarter.
  • 17 funds opened new ProShares Ultra S&P500 positions in Q2 2022 and 44 closed out, a net change of -27 holders.
  • The largest ProShares Ultra S&P500 buyer in Q2 2022 was Citadel Advisors, an estimated $9.07M added.
  • The largest ProShares Ultra S&P500 seller in Q2 2022 was AmeriServ Wealth Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q2 2022.