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ProShares Ultra S&P500

238 hedge funds and large institutions have $4.43B invested in ProShares Ultra S&P500 in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more capital invested

Capital invested by funds: $924M → $4.43B (+$3.5B)

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

50% more call options, than puts

Call options by funds: $130M | Put options by funds: $86.5M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

14% more funds holding

Funds holding: 208238 (+30)

0.46% less ownership

Funds ownership: 35.4%34.93% (-0.46%)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

Holders
238
Holders Change
+30
Holders Change %
+14.42%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
50
Increased
65
Reduced
73
Closed
16
Calls
$130M
Puts
$86.5M
Net Calls
+$43M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
176
Cerity Partners
New York
$304K +$659 +14 +0.2%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$291K +$297K +6,298 New
KA
178
Kovack Advisors
Florida
$291K -$283 -6 -0.1%
KAS
179
Kestra Advisory Services
Texas
$290K +$295K +6,268 New
Tudor Investment Corp
180
Tudor Investment Corp
Connecticut
$282K +$287K +6,098 New
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$279K
IFWM
182
Institute for Wealth Management
Colorado
$265K -$10.4K -220 -4%
EWA
183
EverSource Wealth Advisors
Alabama
$261K +$198K +4,196 +289%
AA
184
Altman Advisors
Illinois
$258K -$15.8K -336 -6%
BPA
185
Beacon Pointe Advisors
California
$256K -$197K -4,184 -43%
S
186
SignatureFD
Georgia
$248K +$252K +5,360 New
SCM
187
Sage Capital Management
New Jersey
$248K +$753 +16 +0.3%
BCM
188
BluePointe Capital Management
California
$232K
LFG
189
Larson Financial Group
Missouri
$231K
EFG
190
Erickson Financial Group
Pennsylvania
$225K -$4.05K -86 -2%
SB
191
Strategic Blueprint
Georgia
$223K -$17.6K -374 -7%
MPM
192
Meritage Portfolio Management
Kansas
$217K
EWS
193
Eagle Wealth Strategies
New Jersey
$212K
GCA
194
Genesee Capital Advisors
New York
$211K +$215K +4,560 New
EP
195
Edgestream Partners
New Jersey
$211K +$215K +4,560 New
GF
196
Gries Financial
Ohio
$202K +$205K +4,360 New
Morgan Stanley
197
Morgan Stanley
New York
$186K -$296K -6,294 -61%
HFS
198
Hantz Financial Services
Michigan
$184K +$848 +18 +0.5%
EB
199
Eastern Bank
Massachusetts
$181K +$99.5K +2,112 +117%
Royal Bank of Canada
200
Royal Bank of Canada
Ontario, Canada
$173K +$1.51K +32 +0.9%

SSO Hedge Fund Activity: Q4 2024 in Review

238 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q4 2024, worth a combined $4.43B — up 379% from $924M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SSO positions and 16 closed out — a net gain of 34 holders — while 65 added to existing stakes and 73 trimmed.

The largest buyer was Jane Street, adding an estimated $16.6M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $51.4M sold.

  • 238 institutional investors held ProShares Ultra S&P500 (SSO) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $4.43B of ProShares Ultra S&P500 stock for Q4 2024, up 379% quarter-over-quarter.
  • 50 funds opened new ProShares Ultra S&P500 positions in Q4 2024 and 16 closed out, a net change of +34 holders.
  • The largest ProShares Ultra S&P500 buyer in Q4 2024 was Jane Street, an estimated $16.6M added.
  • The largest ProShares Ultra S&P500 seller in Q4 2024 was Dynasty Wealth Management, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2024.