We are live on ! Find out more
SSO icon

ProShares Ultra S&P500

99 hedge funds and large institutions have $196M invested in ProShares Ultra S&P500 in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

22% more capital invested

Capital invested by funds: $161M → $196M (+$35.4M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more funds holding

Funds holding: 9099 (+9)

9.9% more ownership

Funds ownership: 74.71%84.61% (+9.9%)

22% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $91.2M

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
21
Increased
22
Reduced
33
Closed
11
Calls
$71.2M
Puts
$91.2M
Net Calls
-$20M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$28.6M -$21.2M -2,061,720 -43%
Two Sigma Investments
2
Two Sigma Investments
New York
$15.7M +$15.2M +1,476,800 New
AG
3
Advisor Group
Arizona
$9.76M +$9.36M +911,040 +10,381%
BCM
4
Beck Capital Management
Texas
$7.78M +$1.28M +124,360 +20%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.7M +$3.29K +320 +0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.38M +$7.02M +683,864 +5,565%
AWA
7
AmeriServ Wealth Advisors
Pennsylvania
$7.25M +$1.49M +145,128 +27%
TFA
8
Toth Financial Advisory
Virginia
$5.72M -$130K -12,688 -2%
BA
9
BKS Advisors
Michigan
$5.7M -$70.3K -6,840 -1%
DS
10
DRW Securities
Illinois
$5.54M -$7.22M -702,944 -57%
TRCT
11
Tower Research Capital (TRC)
New York
$5.37M +$3.57M +347,432 +218%
RVM
12
Robinson Value Management
Texas
$4.86M -$708K -68,896 -13%
TCM
13
Tuttle Capital Management
Connecticut
$4.67M +$4.53M +440,688 New
VEA
14
Virtus ETF Advisers
New York
$4.67M +$4.52M +440,000 New
SBL
15
Sargent Bickham Lagudis
Colorado
$4.44M
PSW
16
Portfolio Strategies (Washington)
Washington
$4.18M -$1.22M -118,360 -23%
Citadel Advisors
17
Citadel Advisors
Florida
$4.05M +$3.92M +381,904 New
Two Sigma Advisers
18
Two Sigma Advisers
New York
$3.75M -$1.27M -123,200 -26%
DCM
19
Driehaus Capital Management
Illinois
$3.28M +$3.17M +309,080 New
AIA
20
Allegis Investment Advisors
Idaho
$3.25M +$824K +80,216 +35%
AMG
21
Asset Management Group
Connecticut
$3.06M -$206K -20,032 -6%
SPC
22
Sigma Planning Corp
Michigan
$2.82M -$935K -91,024 -26%
Barclays
23
Barclays
United Kingdom
$2.78M +$2.05M +199,696 +320%
LPL Financial
24
LPL Financial
California
$2.72M -$825K -80,352 -24%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.52M -$803K -78,216 -25%

SSO Hedge Fund Activity: Q1 2017 in Review

99 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q1 2017, worth a combined $196M — up 22% from $161M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SSO positions and 11 closed out — a net gain of 10 holders — while 22 added to existing stakes and 33 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $15.2M. The largest seller was Goldman Sachs, cutting an estimated $21.2M.

  • 99 institutional investors held ProShares Ultra S&P500 (SSO) as of Q1 2017, up from 90 in Q4 2016.
  • Funds reported $196M of ProShares Ultra S&P500 stock for Q1 2017, up 22% quarter-over-quarter.
  • 21 funds opened new ProShares Ultra S&P500 positions in Q1 2017 and 11 closed out, a net change of +10 holders.
  • The largest ProShares Ultra S&P500 buyer in Q1 2017 was Two Sigma Investments, an estimated $15.2M added.
  • The largest ProShares Ultra S&P500 seller in Q1 2017 was Goldman Sachs, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2017.