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ProShares Ultra S&P500

79 hedge funds and large institutions have $139M invested in ProShares Ultra S&P500 in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

27% more capital invested

Capital invested by funds: $110M → $139M (+$29.6M)

15.23% more ownership

Funds ownership: 51.83%67.06% (+15%)

0% more call options, than puts

Call options by funds: $97.7M | Put options by funds: $97.5M

2% less funds holding

Funds holding: 8179 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
2.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
16
Increased
23
Reduced
15
Closed
18
Calls
$97.7M
Puts
$97.5M
Net Calls
+$255K
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$26.2M +$28M +3,594,936 +2,035%
VF
2
Virtu Financial
New York
$14.2M +$15.9M +2,041,968 New
KAM
3
Kazazian Asset Management
Florida
$10.6M +$1.94M +248,920 +20%
Goldman Sachs
4
Goldman Sachs
New York
$10.3M -$1.29M -165,640 -10%
LPL Financial
5
LPL Financial
California
$9.29M -$216K -27,640 -2%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$6.22M +$6.98M +894,968 New
VKH
7
Virtu KCG Holdings
New York
$5.69M +$4.45M +570,704 +230%
SG Americas Securities
8
SG Americas Securities
New York
$5.56M
HighTower Advisors
9
HighTower Advisors
Illinois
$5.05M -$244K -31,224 -4%
TRCT
10
Tower Research Capital (TRC)
New York
$4.84M +$5.43M +696,008 New
TFA
11
Toth Financial Advisory
Virginia
$3.44M -$155K -19,856 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.69M +$2.39M +306,472 +377%
Two Sigma Investments
13
Two Sigma Investments
New York
$2.38M +$1.5M +192,000 +127%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$2.25M +$2M +256,000 +376%
AMG
15
Asset Management Group
Connecticut
$2.1M +$52.7K +6,752 +2%
ACI
16
Alpha Cubed Investments
California
$2.03M +$1.94M +248,264 New
Jane Street
17
Jane Street
New York
$1.77M +$709K +90,880 +56%
1IA
18
1834 Investment Advisors
Wisconsin
$1.66M +$1.86M +238,560 New
BCA
19
Bray Capital Advisors
Florida
$1.59M
PFS
20
Prospera Financial Services
Texas
$1.36M +$1.53M +195,880 New
WAM
21
Wolverine Asset Management
Illinois
$1.33M +$1.49M +191,104 New
CICI
22
Capital Investment Counsel Inc
North Carolina
$1.26M
CWM
23
Concert Wealth Management
California
$1.21M +$391K +50,168 +41%
TCM
24
Tuttle Capital Management
Connecticut
$1.21M -$13.9M -1,785,544 -91%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$1.15M +$1.29M +165,488 New

SSO Hedge Fund Activity: Q3 2015 in Review

79 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q3 2015, worth a combined $139M — up 27% from $110M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SSO and 16 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 23 added.

The largest buyer was Susquehanna International Group, adding an estimated $28M. The largest seller was Tuttle Capital Management, cutting an estimated $13.9M.

  • 79 institutional investors held ProShares Ultra S&P500 (SSO) as of Q3 2015, down from 81 in Q2 2015.
  • Funds reported $139M of ProShares Ultra S&P500 stock for Q3 2015, up 27% quarter-over-quarter.
  • 16 funds opened new ProShares Ultra S&P500 positions in Q3 2015 and 18 closed out, a net change of -2 holders.
  • The largest ProShares Ultra S&P500 buyer in Q3 2015 was Susquehanna International Group, an estimated $28M added.
  • The largest ProShares Ultra S&P500 seller in Q3 2015 was Tuttle Capital Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2015.