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ProShares Ultra MidCap400

34 hedge funds and large institutions have $76.4M invested in ProShares Ultra MidCap400 in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10.33% less ownership

Funds ownership: 120.53%110.21% (-10%)

23% less funds holding

Funds holding: 4434 (-10)

29% less capital invested

Capital invested by funds: $107M → $76.4M (-$30.7M)

69% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 13

70% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 20

85% less call options, than puts

Call options by funds: $291K | Put options by funds: $1.94M

Holders
34
Holders Change
-10
Holders Change %
-22.73%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
4
Increased
6
Reduced
20
Closed
13
Calls
$291K
Puts
$1.94M
Net Calls
-$1.65M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
26
JFS Wealth Advisors
Pennsylvania
$8K -$1.07K -42 -13%
UBS Group
27
UBS Group
Switzerland
$7K -$117K -4,575 -95%
AIP
28
Ameritas Investment Partners
Nebraska
$7K
US Bancorp
29
US Bancorp
Minnesota
$5K -$536 -21 -10%
ASN
30
Advisory Services Network
Georgia
$4K +$3.14K +123 +456%
SAM
31
Shamrock Asset Management
Texas
$2K -$383 -15 -17%
CFA
32
Carroll Financial Associates
North Carolina
$2K +$1.84K +72 New
FHA
33
First Horizon Advisors
Tennessee
$2K +$2.75K +108 New
RJA
34
Raymond James & Associates
Florida
-$2.95M -120,303 Closed
VF
35
Virtu Financial
New York
-$1.85M -75,390 Closed
VKH
36
Virtu KCG Holdings
New York
-$500K -20,364 Closed
Citadel Advisors
37
Citadel Advisors
Florida
-$245K -9,972 Closed
SS
38
Simplicity Solutions
Minnesota
-$235K -9,561 Closed
TSS
39
Two Sigma Securities
New York
-$213K -8,664 Closed
BRWA
40
B. Riley Wealth Advisors
Florida
-$161 -6,582 Closed
TRCT
41
Tower Research Capital (TRC)
New York
-$158K -6,447 Closed
NPC
42
National Planning Corporation
California
-$57.7K -2,424 Closed
Bessemer Group
43
Bessemer Group
New Jersey
-$32K -1,296 Closed
ECM
44
Exchange Capital Management
Michigan
-$5K -201 Closed
Bank of America
45
Bank of America
North Carolina
-$3K -138 Closed

MVV Hedge Fund Activity: Q1 2015 in Review

34 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q1 2015, worth a combined $76.4M — down 29% from $107M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MVV and 4 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $4.59M. The largest seller was Good Harbor Financial, cutting an estimated $26.6M.

  • 34 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q1 2015, down from 44 in Q4 2014.
  • Funds reported $76.4M of ProShares Ultra MidCap400 stock for Q1 2015, down 29% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra MidCap400 positions in Q1 2015 and 13 closed out, a net change of -9 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q1 2015 was Susquehanna International Group, an estimated $4.59M added.
  • The largest ProShares Ultra MidCap400 seller in Q1 2015 was Good Harbor Financial, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2015.