ProShares UltraPro S&P 500
UPRO
84 hedge funds and large institutions have $88.6M invested in ProShares UltraPro S&P 500 in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 20 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
40% more call options, than puts
Call options by funds: $55.3M | Put options by funds: $39.5M
30% more capital invested
Capital invested by funds: $68.4M → $88.6M (+$20.2M)
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
0.26% more ownership
Funds ownership: 3.26% → 3.52% (+0.26%)
5% less funds holding
Funds holding: 88 → 84 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$14.6M |
| 2 |
JF
Jump Financial
Chicago,
Illinois
|
+$10.4M |
| 3 |
MVP
Miller Value Partners
Sarasota,
Florida
|
+$6.8M |
| 4 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
+$5.37M |
| 5 |
Squarepoint
New York
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
-$8.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.85M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$5.59M |
| 4 |
Jane Street
New York
|
-$3.94M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$3.14M |
UPRO Hedge Fund Activity: Q1 2023 in Review
84 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro S&P 500 (UPRO) for Q1 2023, worth a combined $88.6M — up 30% from $68.4M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new UPRO positions and 20 closed out — a net gain of 2 holders — while 25 added to existing stakes and 17 trimmed.
The largest buyer was Cumberland Advisors, adding an estimated $14.6M. The largest seller was HRT Financial, cutting an estimated $8.1M.
- 84 institutional investors held ProShares UltraPro S&P 500 (UPRO) as of Q1 2023, down from 88 in Q4 2022.
- Funds reported $88.6M of ProShares UltraPro S&P 500 stock for Q1 2023, up 30% quarter-over-quarter.
- 22 funds opened new ProShares UltraPro S&P 500 positions in Q1 2023 and 20 closed out, a net change of +2 holders.
- The largest ProShares UltraPro S&P 500 buyer in Q1 2023 was Cumberland Advisors, an estimated $14.6M added.
- The largest ProShares UltraPro S&P 500 seller in Q1 2023 was HRT Financial, an estimated $8.1M sold.
Based on aggregated 13F filings for Q1 2023.