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ProShares Ultra S&P500

102 hedge funds and large institutions have $217M invested in ProShares Ultra S&P500 in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

3.34% more ownership

Funds ownership: 88.27%91.62% (+3.3%)

2% more funds holding

Funds holding: 100102 (+2)

4% more capital invested

Capital invested by funds: $208M → $217M (+$8.19M)

58% less call options, than puts

Call options by funds: $108M | Put options by funds: $255M

61% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 41

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
20
Increased
16
Reduced
41
Closed
18
Calls
$108M
Puts
$255M
Net Calls
-$147M
Net Calls Change
-$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$36M +$33.9M +2,918,136 +5,330%
Two Sigma Investments
2
Two Sigma Investments
New York
$16.9M +$9.66M +832,960 +148%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$13.1M +$7.09M +611,200 +129%
RVM
4
Robinson Value Management
Texas
$10.6M +$47K +4,048 +0.5%
AIA
5
Allegis Investment Advisors
Idaho
$10.2M +$1.83M +157,456 +23%
BCM
6
Beck Capital Management
Texas
$9.71M -$218K -18,760 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$9.04M +$146K +12,560 +2%
TCM
8
Tuttle Capital Management
Connecticut
$8.08M +$7.75M +668,016 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.71M -$588K -50,680 -7%
Goldman Sachs
10
Goldman Sachs
New York
$6.8M -$32.1M -2,762,752 -83%
TFA
11
Toth Financial Advisory
Virginia
$6.34M -$58K -5,000 -0.9%
BAM
12
Belpointe Asset Management
Nevada
$5.95M +$5.71M +491,936 New
SBL
13
Sargent Bickham Lagudis
Colorado
$5.08M +$19.9K +1,712 +0.4%
CC
14
Cedar Capital
Illinois
$4.76M -$2.36M -203,688 -34%
TRCT
15
Tower Research Capital (TRC)
New York
$4.5M -$1.36M -116,952 -24%
AMG
16
Asset Management Group
Connecticut
$3.44M -$54.7K -4,712 -2%
BA
17
BKS Advisors
Michigan
$3.29M +$13.9K +1,200 +0.4%
WAM
18
Wolverine Asset Management
Illinois
$2.79M -$98K -8,448 -4%
SPC
19
Sigma Planning Corp
Michigan
$2.74M -$171K -14,760 -6%
BCA
20
Bray Capital Advisors
Florida
$2.36M
Barclays
21
Barclays
United Kingdom
$2.19M +$1.98M +170,624 +1,668%
LPL Financial
22
LPL Financial
California
$2.17M -$266K -22,912 -11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.02M -$700K -60,368 -27%
CICI
24
Capital Investment Counsel Inc
North Carolina
$2M -$92.8K -8,000 -5%
Jane Street
25
Jane Street
New York
$1.94M +$1.87M +160,752 New

SSO Hedge Fund Activity: Q3 2017 in Review

102 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q3 2017, worth a combined $217M — up 3.9% from $208M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SSO positions and 18 closed out — a net gain of 2 holders — while 16 added to existing stakes and 41 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $33.9M. The largest seller was Goldman Sachs, cutting an estimated $32.1M.

  • 102 institutional investors held ProShares Ultra S&P500 (SSO) as of Q3 2017, up from 100 in Q2 2017.
  • Funds reported $217M of ProShares Ultra S&P500 stock for Q3 2017, up 3.9% quarter-over-quarter.
  • 20 funds opened new ProShares Ultra S&P500 positions in Q3 2017 and 18 closed out, a net change of +2 holders.
  • The largest ProShares Ultra S&P500 buyer in Q3 2017 was AssetMark Inc, an estimated $33.9M added.
  • The largest ProShares Ultra S&P500 seller in Q3 2017 was Goldman Sachs, an estimated $32.1M sold.

Based on aggregated 13F filings for Q3 2017.