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ProShares UltraPro S&P 500

88 hedge funds and large institutions have $68.4M invested in ProShares UltraPro S&P 500 in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

35% more funds holding

Funds holding: 6588 (+23)

1.61% less ownership

Funds ownership: 4.87%3.26% (-1.6%)

14% less call options, than puts

Call options by funds: $42M | Put options by funds: $48.6M

20% less capital invested

Capital invested by funds: $85.5M → $68.4M (-$17M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
88
Holders Change
+23
Holders Change %
+35.38%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
22
Reduced
15
Closed
11
Calls
$42M
Puts
$48.6M
Net Calls
-$6.6M
Net Calls Change
-$9.13M

UPRO Hedge Fund Activity: Q4 2022 in Review

88 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro S&P 500 (UPRO) for Q4 2022, worth a combined $68.4M — down 20% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UPRO positions and 11 closed out — a net gain of 24 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $10.5M. The largest seller was Cumberland Advisors, cutting an estimated $18.6M.

  • 88 institutional investors held ProShares UltraPro S&P 500 (UPRO) as of Q4 2022, up from 65 in Q3 2022.
  • Funds reported $68.4M of ProShares UltraPro S&P 500 stock for Q4 2022, down 20% quarter-over-quarter.
  • 35 funds opened new ProShares UltraPro S&P 500 positions in Q4 2022 and 11 closed out, a net change of +24 holders.
  • The largest ProShares UltraPro S&P 500 buyer in Q4 2022 was Citadel Advisors, an estimated $10.5M added.
  • The largest ProShares UltraPro S&P 500 seller in Q4 2022 was Cumberland Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2022.