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ProShares Ultra S&P500

129 hedge funds and large institutions have $283M invested in ProShares Ultra S&P500 in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

2% less capital invested

Capital invested by funds: $288M → $283M (-$5.14M)

3.49% less ownership

Funds ownership: 98.28%94.79% (-3.5%)

4% less funds holding

Funds holding: 134129 (-5)

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

52% less call options, than puts

Call options by funds: $56.4M | Put options by funds: $119M

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
17
Increased
32
Reduced
45
Closed
15
Calls
$56.4M
Puts
$119M
Net Calls
-$62.1M
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$23.2M -$1.36M -89,160 -6%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$22.1M -$917K -60,360 -4%
FI
3
FormulaFolio Investments
Michigan
$21.3M -$1.75M -114,840 -8%
PFG
4
Piershale Financial Group
Illinois
$19.4M +$18.7M +1,228,712 New
TI
5
TTP Investments
California
$12.1M +$2.86M +188,432 +32%
HighTower Advisors
6
HighTower Advisors
Illinois
$11.1M -$365K -23,992 -3%
TCM
7
Tuttle Capital Management
Connecticut
$11M -$16M -1,052,368 -60%
AWA
8
AmeriServ Wealth Advisors
Pennsylvania
$10.5M +$8.32M +547,600 +472%
PWG
9
Private Wealth Group
Florida
$9.73M +$2.46M +161,968 +36%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$9.51M -$2.46M -162,128 -21%
RVM
11
Robinson Value Management
Texas
$8.29M +$8M +526,624 New
TFA
12
Toth Financial Advisory
Virginia
$7.96M -$96.4K -6,344 -1%
SAM
13
SP Asset Management
California
$7.42M
Goldman Sachs
14
Goldman Sachs
New York
$6.3M +$122 +8 +0%
SBL
15
Sargent Bickham Lagudis
Colorado
$5.89M -$351K -23,080 -6%
CC
16
Cedar Capital
Illinois
$5.72M -$517K -34,024 -9%
TSS
17
Two Sigma Securities
New York
$5.7M +$4.38M +288,024 +391%
DS
18
DRW Securities
Illinois
$5.68M +$441K +29,016 +9%
GG
19
GenWealth Group
New Jersey
$5.02M +$418K +27,528 +10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.33M -$1.22M -80,080 -23%
AMG
21
Asset Management Group
Connecticut
$4.33M -$15K -984 -0.4%
WAM
22
Wolverine Asset Management
Illinois
$4.33M +$4.12M +270,736 +6,768%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.29M +$1.09M +71,744 +52%
BCA
24
Bray Capital Advisors
Florida
$3.09M +$995K +65,480 +50%
BCM
25
Brookstone Capital Management
Illinois
$3.07M -$211K -13,856 -7%

SSO Hedge Fund Activity: Q2 2019 in Review

129 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q2 2019, worth a combined $283M — down 1.8% from $288M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SSO positions and 15 closed out — a net gain of 2 holders — while 32 added to existing stakes and 45 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $18.7M. The largest seller was Belpointe Asset Management, cutting an estimated $24.7M.

  • 129 institutional investors held ProShares Ultra S&P500 (SSO) as of Q2 2019, down from 134 in Q1 2019.
  • Funds reported $283M of ProShares Ultra S&P500 stock for Q2 2019, down 1.8% quarter-over-quarter.
  • 17 funds opened new ProShares Ultra S&P500 positions in Q2 2019 and 15 closed out, a net change of +2 holders.
  • The largest ProShares Ultra S&P500 buyer in Q2 2019 was Piershale Financial Group, an estimated $18.7M added.
  • The largest ProShares Ultra S&P500 seller in Q2 2019 was Belpointe Asset Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2019.