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ProShares UltraPro S&P 500

78 hedge funds and large institutions have $148M invested in ProShares UltraPro S&P 500 in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $98M | Put options by funds: $75.1M

2.22% more ownership

Funds ownership: 5.2%7.41% (+2.2%)

14% less capital invested

Capital invested by funds: $171M → $148M (-$23.4M)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

15% less funds holding

Funds holding: 9278 (-14)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 35

Holders
78
Holders Change
-14
Holders Change %
-15.22%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
18
Reduced
21
Closed
35
Calls
$98M
Puts
$75.1M
Net Calls
+$22.9M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
Intercontinental Wealth Advisors
Texas
$594K -$41K -880 -5%
HCMG
27
Howard Capital Management Group
California
$579K -$70.2K -1,504 -8%
JP Morgan Chase
28
JP Morgan Chase
New York
$555K -$715K -15,335 -49%
Lido Advisors
29
Lido Advisors
California
$553K +$1.87K +40 +0.3%
Creative Planning
30
Creative Planning
Kansas
$531K +$533K +11,431 +301%
HIS
31
Harvest Investment Services
Illinois
$484K +$27.3K +586 +4%
FPCP
32
Fort Point Capital Partners
California
$368K -$25.7K -550 -5%
PFA
33
Plotkin Financial Advisors
Maryland
$275K -$296K -6,356 -45%
CT
34
Caldwell Trust
Florida
$255K
WFA
35
WMG Financial Advisors
Tennessee
$253K
OPWM
36
Oxinas Partners Wealth Management
Indiana
$251K +$336K +7,200 New
WIA
37
World Investment Advisors
California
$246K +$252K +5,410 New
IC
38
IEQ Capital
California
$244K +$327K +7,000 New
TWM
39
Triton Wealth Management
Arizona
$240K -$18.7K -400 -7%
UBS Group
40
UBS Group
Switzerland
$232K -$1.05M -22,603 -77%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$227K -$481K -10,320 -61%
FWTB
42
First Western Trust Bank
Colorado
$217K
SW
43
SVB Wealth
Massachusetts
$211K
EIP
44
Ellis Investment Partners
Pennsylvania
$209K +$172K +3,680 +158%
CW
45
CreativeOne Wealth
Kansas
$207K +$15.2K +326 +6%
QT
46
Quantbot Technologies
New York
$180K +$242K +5,182 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$174K +$196K +4,200 +525%
CG
48
Cutler Group
California
$157K +$211K +4,518 New
Citigroup
49
Citigroup
New York
$150K +$168K +3,608 +515%
SWM
50
Spire Wealth Management
Virginia
$81K -$72.3K -1,549 -40%

UPRO Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro S&P 500 (UPRO) for Q2 2022, worth a combined $148M — down 14% from $171M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of UPRO and 21 opened new positions — a net loss of 14 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $51.7M. The largest seller was Miller Value Partners, exiting entirely with an estimated $9.79M sold.

  • 78 institutional investors held ProShares UltraPro S&P 500 (UPRO) as of Q2 2022, down from 92 in Q1 2022.
  • Funds reported $148M of ProShares UltraPro S&P 500 stock for Q2 2022, down 14% quarter-over-quarter.
  • 21 funds opened new ProShares UltraPro S&P 500 positions in Q2 2022 and 35 closed out, a net change of -14 holders.
  • The largest ProShares UltraPro S&P 500 buyer in Q2 2022 was Jane Street, an estimated $51.7M added.
  • The largest ProShares UltraPro S&P 500 seller in Q2 2022 was Miller Value Partners, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2022.