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ProShares UltraPro S&P 500

89 hedge funds and large institutions have $243M invested in ProShares UltraPro S&P 500 in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

29% more capital invested

Capital invested by funds: $189M → $243M (+$54.6M)

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

22% more funds holding

Funds holding: 7389 (+16)

20% more call options, than puts

Call options by funds: $235M | Put options by funds: $196M

0.24% less ownership

Funds ownership: 13.27%13.04% (-0.24%)

Holders
89
Holders Change
+16
Holders Change %
+21.92%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
25
Increased
28
Reduced
22
Closed
9
Calls
$235M
Puts
$196M
Net Calls
+$39M
Net Calls Change
+$32.7M

UPRO Hedge Fund Activity: Q4 2021 in Review

89 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro S&P 500 (UPRO) for Q4 2021, worth a combined $243M — up 29% from $189M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UPRO positions and 9 closed out — a net gain of 16 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $24.3M. The largest seller was AssetMark Inc, exiting entirely with an estimated $28.9M sold.

  • 89 institutional investors held ProShares UltraPro S&P 500 (UPRO) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $243M of ProShares UltraPro S&P 500 stock for Q4 2021, up 29% quarter-over-quarter.
  • 25 funds opened new ProShares UltraPro S&P 500 positions in Q4 2021 and 9 closed out, a net change of +16 holders.
  • The largest ProShares UltraPro S&P 500 buyer in Q4 2021 was Tidal Investments, an estimated $24.3M added.
  • The largest ProShares UltraPro S&P 500 seller in Q4 2021 was AssetMark Inc, an estimated $28.9M sold.

Based on aggregated 13F filings for Q4 2021.