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ProShares Ultra S&P500

202 hedge funds and large institutions have $1.27B invested in ProShares Ultra S&P500 in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

66% more call options, than puts

Call options by funds: $120M | Put options by funds: $71.9M

59% more capital invested

Capital invested by funds: $800M → $1.27B (+$470M)

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11.8% more ownership

Funds ownership: 34.58%46.38% (+12%)

9% more funds holding

Funds holding: 186202 (+16)

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
2.92%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
40
Increased
55
Reduced
46
Closed
17
Calls
$120M
Puts
$71.9M
Net Calls
+$47.6M
Net Calls Change
-$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$589M +$290M +7,537,714 +112%
TI
2
TTP Investments
California
$63.5M -$1.49M -38,744 -2%
AWM
3
Adams Wealth Management
Utah
$47.9M +$2M +52,130 +5%
CI
4
CacheTech Inc
Utah
$47.9M +$44.6M +1,159,218 New
MSG
5
Main Street Group
Virginia
$41.3M +$470K +12,220 +1%
Citadel Advisors
6
Citadel Advisors
Florida
$32.2M +$28.3M +736,304 +1,683%
AWM
7
Axxcess Wealth Management
California
$26.1M +$13.4M +349,268 +123%
CFIM
8
Client First Investment Management
Wisconsin
$25.6M -$4.15M -108,042 -15%
RCM
9
Ridgepath Capital Management
Tennessee
$25.1M +$9.43M +245,320 +68%
BCM
10
Brookstone Capital Management
Illinois
$18.2M -$2.63M -68,376 -14%
SAM
11
SP Asset Management
California
$15.8M -$108K -2,800 -0.7%
RVM
12
Robinson Value Management
Texas
$15.7M +$3.3M +85,872 +29%
HighTower Advisors
13
HighTower Advisors
Illinois
$13.6M -$5.06M -131,710 -29%
UW
14
Unique Wealth
Florida
$13.5M -$425K -11,058 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.9M +$4.56M +118,514 +61%
AMG
16
Asset Management Group
Connecticut
$12.4M
ACP
17
Aveo Capital Partners
Colorado
$12.2M +$6.78M +176,444 +149%
TFA
18
Toth Financial Advisory
Virginia
$11.8M +$62.8K +1,634 +0.6%
LC
19
LTG Capital
Massachusetts
$10.9M -$1.27M -33,152 -11%
FIA
20
Foundations Investment Advisors
Arizona
$9.79M +$8.33M +216,720 +1,071%
JSSH
21
J. Safra Sarasin Holding
$9.09M +$8.46M +220,000 New
PDL
22
Portfolio Design Labs
California
$8.66M +$205K +5,334 +3%
SWM
23
Spire Wealth Management
Virginia
$7.86M +$765K +19,886 +12%
Lido Advisors
24
Lido Advisors
California
$7.12M -$170K -4,418 -3%
AG
25
Ascent Group
Virginia
$6.91M +$459K +11,944 +8%

SSO Hedge Fund Activity: Q2 2024 in Review

202 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q2 2024, worth a combined $1.27B — up 59% from $800M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SSO positions and 17 closed out — a net gain of 23 holders — while 55 added to existing stakes and 46 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $290M. The largest seller was Revere Asset Management, cutting an estimated $25.9M.

  • 202 institutional investors held ProShares Ultra S&P500 (SSO) as of Q2 2024, up from 186 in Q1 2024.
  • Funds reported $1.27B of ProShares Ultra S&P500 stock for Q2 2024, up 59% quarter-over-quarter.
  • 40 funds opened new ProShares Ultra S&P500 positions in Q2 2024 and 17 closed out, a net change of +23 holders.
  • The largest ProShares Ultra S&P500 buyer in Q2 2024 was AssetMark Inc, an estimated $290M added.
  • The largest ProShares Ultra S&P500 seller in Q2 2024 was Revere Asset Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q2 2024.