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ProShares Trust II

SVXY
Exchange
CBOE
Industry
Commodity Contracts Brokers & Dealers
SEC CIK
0001415311

No open-market purchases or sales by ProShares Trust II insiders were filed in the last 90 days; 22 institutions reported holding it in 13F filings for Q2 2026, worth $55.6M in total; no superinvestor holds it.

Other share classesAGQEUOGLLSCOUCOUGLULEYCLYCSZSLBOILKOLDUVXYVIXMVIXY

13F holders, Q3 2021

Institutional positions in ProShares Trust II as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
41
0 vs. Q2 2021
Shares held
3.71M
−1.34M (−26.6%) vs. Q2 2021
Total value
$187.4M
−$92.3M (−33.0%) vs. Q2 2021
New holders
11
9 more added
Sold out
11
12 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SVXY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 41 institutions
Q1 2021: 38 institutionsQ2 2021: 41 institutionsQ3 2021: 41 institutionsQ4 2021: 38 institutionsQ1 2022: 45 institutionsQ2 2022: 35 institutionsQ3 2022: 35 institutionsQ4 2022: 34 institutionsQ1 2023: 33 institutionsQ2 2023: 27 institutionsQ3 2023: 24 institutionsQ4 2023: 30 institutionsQ1 2024: 29 institutionsQ2 2024: 23 institutionsQ3 2024: 32 institutionsQ4 2024: 26 institutionsQ1 2025: 22 institutionsQ2 2025: 34 institutionsQ3 2025: 28 institutionsQ4 2025: 30 institutionsQ1 2026: 23 institutionsQ2 2026: 22 institutions
Value heldQ3 2021: $187.4M
Q1 2021: $267.0MQ2 2021: $279.7MQ3 2021: $187.4MQ4 2021: $178.5MQ1 2022: $162.9MQ2 2022: $121.9MQ3 2022: $172.0MQ4 2022: $181.3MQ1 2023: $142.9MQ2 2023: $168.8MQ3 2023: $117.4MQ4 2023: $95.0MQ1 2024: $155.7MQ2 2024: $62.7MQ3 2024: $89.0MQ4 2024: $55.5MQ1 2025: $43.6MQ2 2025: $49.3MQ3 2025: $50.7MQ4 2025: $51.2MQ1 2026: $22.3MQ2 2026: $55.6M
Institutions holding SVXY and their total value by quarter
QuarterHoldersValue
Q2 202622$55.6M
Q1 202623$22.3M
Q4 202530$51.2M
Q3 202528$50.7M
Q2 202534$49.3M
Q1 202522$43.6M
Q4 202426$55.5M
Q3 202432$89.0M
Q2 202423$62.7M
Q1 202429$155.7M
Q4 202330$95.0M
Q3 202324$117.4M
Q2 202327$168.8M
Q1 202333$142.9M
Q4 202234$181.3M
Q3 202235$172.0M
Q2 202235$121.9M
Q1 202245$162.9M
Q4 202138$178.5M
Q3 202141$187.4M
Q2 202141$279.7M
Q1 202138$267.0M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding ProShares Trust II; share changes are against Q2 2021.

Institutions holding SVXY in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC1$00.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec50$2.72K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.110$6.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC161$6.00K0.00%+161New
GPS Wealth Strategies Group, LLC126$7.00K0.00%00.0%Unchanged
Arkadios Wealth Advisors371$20.0K0.00%−1,967−84.1%Reduced
Citigroup Inc1,000$54.0K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd1,500$82.0K0.01%00.0%Unchanged
Qube Research & Technologies Ltd1,645$89.0K0.00%+1,645New
Barclays PLC4,023$218.0K0.00%+1,118+38.5%Added
Millennium Management LLC4,000$218.0K0.00%+4,000New
FNY Investment Advisers, LLC5,301$288.0K0.13%+2,567+93.9%Added
Innova Wealth Partners5,546$302.0K0.24%−66,159−92.3%Reduced
Goldman Sachs Group Inc7,399$402.0K0.00%00.0%Unchanged
Selway Asset Management7,500$408.0K0.22%+7,500New
Two Sigma Securities, LLC8,331$453.0K0.09%−11,788−58.6%Reduced
BNP Paribas Arbitrage, SA8,668$471.5K0.00%00.0%Unchanged
JPMorgan Chase & Co9,530$518.0K0.00%+5,257+123.0%Added
SG Americas Securities, LLC10,530$573.0K0.00%00.0%Unchanged
Cutler Group LP19,250$1.05M0.08%+19,250New
Omnia Family Wealth, LLC19,282$1.05M0.72%+19,282New
HRT Financial LP22,478$1.22M0.01%+22,478New
Jane Street Group, LLC24,573$1.34M0.00%+16,759+214.5%Added
Simplex Trading, LLC25,649$1.44M0.05%−1,122−4.2%Reduced
Bank of America Corp27,171$1.48M0.00%+22,420+471.9%Added
Flow Traders U.S. LLC41,982$2.28M0.09%+34,017+427.1%Added
Toroso Investments, LLC57,370$3.12M0.12%+14,760+34.6%Added
Natixis65,000$3.54M0.01%−45,912−41.4%Reduced
Citadel Advisors LLC81,353$4.42M0.00%+81,353New
Jump Financial, LLC86,032$4.68M0.34%−114,441−57.1%Reduced
Wolverine Trading, LLC87,842$4.78M0.10%+29,596+50.8%Added
UBS Group AG89,177$4.85M0.00%−66,468−42.7%Reduced
Two Sigma Investments, LP102,514$5.58M0.01%−55,501−35.1%Reduced
Simplify Asset Management Inc.108,000$5.87M1.07%−12,122−10.1%Reduced
Chilton Investment Co LLC148,636$8.08M0.20%+148,636New
CloudAlpha Capital Management Limited/Hong Kong450,000$10.3M7.37%+450,000New
Susquehanna International Group, LLP194,126$10.6M0.01%−1,258,329−86.6%Reduced
Tower Research Capital LLC (TRC)228,860$12.4M0.32%+20,585+9.9%Added
IMC-Chicago, LLC259,630$14.1M1.15%+259,630New
Morgan Stanley359,215$19.5M0.00%−35,115−8.9%Reduced
Horizon Kinetics Asset Management LLC1,131,896$61.6M1.44%−13,562−1.2%Reduced
Gemsstock Limited0$00.00%−539,400−100.0%Sold out
Group One Trading, L.P.0$00.00%−136,604−100.0%Sold out
Bank of Montreal0$00.00%−85,200−100.0%Sold out
Capula Management Ltd0$00.00%−25,311−100.0%Sold out
HAP Trading, LLC0$00.00%−17,839−100.0%Sold out
We Are One Seven, LLC0$00.00%−7,662−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−4,889−100.0%Sold out
Brookstone Capital Management0$00.00%−4,213−100.0%Sold out
Lee Financial Co0$00.00%−900−100.0%Sold out
Spire Wealth Management0$00.00%−300−100.0%Sold out
Meeder Asset Management Inc0$00.00%−199−100.0%Sold out