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ProShares Ultra S&P500

83 hedge funds and large institutions have $159M invested in ProShares Ultra S&P500 in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less call options, than puts

Call options by funds: $137M | Put options by funds: $149M

5% less funds holding

Funds holding: 8783 (-4)

9% less capital invested

Capital invested by funds: $175M → $159M (-$15.7M)

9.05% less ownership

Funds ownership: 94.57%85.52% (-9%)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
27
Reduced
19
Closed
15
Calls
$137M
Puts
$149M
Net Calls
-$12.5M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$48.6M +$65.6K +7,432 +0.1%
TRCT
2
Tower Research Capital (TRC)
New York
$14.5M +$7.41M +839,632 +106%
VF
3
Virtu Financial
New York
$12.9M -$21.5M -2,441,536 -63%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.89M +$4.73M +535,840 +223%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.44M
Jane Street
6
Jane Street
New York
$5.86M +$1.03M +116,360 +21%
TFA
7
Toth Financial Advisory
Virginia
$4.66M -$38.1K -4,320 -0.8%
LPL Financial
8
LPL Financial
California
$3.81M -$1.04M -118,200 -21%
Two Sigma Investments
9
Two Sigma Investments
New York
$3.61M +$3.59M +407,200 New
BCM
10
Beck Capital Management
Texas
$3.17M +$1.15M +130,856 +58%
Citadel Advisors
11
Citadel Advisors
Florida
$3.09M +$1.61M +182,944 +111%
VKH
12
Virtu KCG Holdings
New York
$2.98M +$1.72M +195,512 +139%
AMG
13
Asset Management Group
Connecticut
$2.75M +$5.93K +672 +0.2%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$2.48M +$2.47M +280,000 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.25M +$730K +82,728 +48%
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$2.06M +$1.11M +126,352 +107%
TAT
17
TD Ameritrade Trust
Colorado
$2.02M +$334K +37,896 +20%
BA
18
BKS Advisors
Michigan
$1.77M +$1.04M +117,736 +144%
SG Americas Securities
19
SG Americas Securities
New York
$1.69M +$1.39M +157,032 +474%
AIA
20
Allegis Investment Advisors
Idaho
$1.63M +$72.2K +8,184 +5%
Simplex Trading
21
Simplex Trading
Illinois
$1.63M +$1.62M +183,344 New
CICI
22
Capital Investment Counsel Inc
North Carolina
$1.6M
TSS
23
Two Sigma Securities
New York
$1.57M +$508K +57,616 +48%
TH
24
Timber Hill
Connecticut
$1.56M +$915K +103,688 +144%
BCA
25
Bray Capital Advisors
Florida
$1.53M

SSO Hedge Fund Activity: Q3 2016 in Review

83 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q3 2016, worth a combined $159M — down 9% from $175M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SSO and 12 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 27 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $7.41M. The largest seller was Virtu Financial, cutting an estimated $21.5M.

  • 83 institutional investors held ProShares Ultra S&P500 (SSO) as of Q3 2016, down from 87 in Q2 2016.
  • Funds reported $159M of ProShares Ultra S&P500 stock for Q3 2016, down 9% quarter-over-quarter.
  • 12 funds opened new ProShares Ultra S&P500 positions in Q3 2016 and 15 closed out, a net change of -3 holders.
  • The largest ProShares Ultra S&P500 buyer in Q3 2016 was Tower Research Capital (TRC), an estimated $7.41M added.
  • The largest ProShares Ultra S&P500 seller in Q3 2016 was Virtu Financial, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2016.