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ProShares Ultra S&P500

143 hedge funds and large institutions have $203M invested in ProShares Ultra S&P500 in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $42.4M

0.34% less ownership

Funds ownership: 18.31%17.97% (-0.34%)

8% less funds holding

Funds holding: 156143 (-13)

19% less capital invested

Capital invested by funds: $250M → $203M (-$47.2M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 51

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

Holders
143
Holders Change
-13
Holders Change %
-8.33%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
16
Increased
33
Reduced
51
Closed
27
Calls
$55.4M
Puts
$42.4M
Net Calls
+$13M
Net Calls Change
-$9.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$16.9M -$2.83M -114,298 -12%
RF
2
Rollins Financial
Georgia
$15.8M -$4.45M -179,864 -18%
HF
3
HRT Financial
New York
$11.8M +$14.7M +593,810 New
JF
4
Jump Financial
Illinois
$10.1M +$4.76M +192,448 +61%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.24M -$108K -4,362 -0.9%
MF
6
Manchester Financial
California
$8.88M +$11.1M +447,000 New
SAM
7
SP Asset Management
California
$8.26M
PFA
8
Plotkin Financial Advisors
Maryland
$7.54M +$6.83K +276 +0.1%
TI
9
TTP Investments
California
$6.01M +$7.49M +302,646 New
TFA
10
Toth Financial Advisory
Virginia
$5.89M +$541K +21,890 +8%
AMG
11
Asset Management Group
Connecticut
$5.62M +$55.7K +2,250 +0.8%
IA
12
IFP Advisors
Florida
$4.3M +$430K +17,364 +33%
AWM
13
Axxcess Wealth Management
California
$4.18M +$4.86M +196,530 +1,421%
SBL
14
Sargent Bickham Lagudis
Colorado
$3.97M +$247 +10 +0%
TRCT
15
Tower Research Capital (TRC)
New York
$3.8M -$341K -13,798 -7%
GG
16
GenWealth Group
New Jersey
$3.31M -$50K -2,022 -1%
CICI
17
Capital Investment Counsel Inc
North Carolina
$3.26M +$4.95K +200 +0.1%
CS
18
Credit Suisse
Switzerland
$3.01M -$914K -36,936 -20%
Jane Street
19
Jane Street
New York
$2.98M +$1.45M +58,652 +64%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$2.97M -$6.05M -244,498 -62%
CA
21
CoreCap Advisors
Michigan
$2.97M -$538K -21,770 -13%
PFA
22
Professional Financial Advisors
Nebraska
$2.8M +$132K +5,328 +4%
CPSAC
23
Chas P. Smith & Associates (CPS)
Florida
$2.28M +$15.1K +610 +0.5%
Group One Trading
24
Group One Trading
Illinois
$2.26M +$695K +28,080 +33%
LC
25
LTG Capital
Massachusetts
$2.17M -$6M -242,398 -69%

SSO Hedge Fund Activity: Q3 2022 in Review

143 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q3 2022, worth a combined $203M — down 19% from $250M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SSO and 16 opened new positions — a net loss of 11 holders — while 51 trimmed existing stakes and 33 added.

The largest buyer was HRT Financial, opening a new position worth an estimated $14.7M. The largest seller was Goldman Sachs, cutting an estimated $13.1M.

  • 143 institutional investors held ProShares Ultra S&P500 (SSO) as of Q3 2022, down from 156 in Q2 2022.
  • Funds reported $203M of ProShares Ultra S&P500 stock for Q3 2022, down 19% quarter-over-quarter.
  • 16 funds opened new ProShares Ultra S&P500 positions in Q3 2022 and 27 closed out, a net change of -11 holders.
  • The largest ProShares Ultra S&P500 buyer in Q3 2022 was HRT Financial, an estimated $14.7M added.
  • The largest ProShares Ultra S&P500 seller in Q3 2022 was Goldman Sachs, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2022.