ProShares Ultra MidCap400
MVV
29 hedge funds and large institutions have $36M invested in ProShares Ultra MidCap400 in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
31% more capital invested
Capital invested by funds: $27.5M → $36M (+$8.51M)
21% more funds holding
Funds holding: 24 → 29 (+5)
1.87% less ownership
Funds ownership: 24.2% → 22.33% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$908K |
| 2 |
CC
Cedar Capital
Barrington,
Illinois
|
+$815K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$673K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$447K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$7.34M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.66M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$247K |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$87K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$9.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
Gradient Investments
Arden Hills,
Minnesota
| $3K | – | – | – |
|
|
GA
27
GoalVest Advisory
New York
| $1K | +$846 | +21 | New |
|
|
SIS
28
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$2K | -76 | Closed |
|
29
Wells Fargo
San Francisco,
California
| – | -$40 | -1 | -50% |
|
MVV Hedge Fund Activity: Q4 2020 in Review
29 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q4 2020, worth a combined $36M — up 31% from $27.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MVV positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $908K. The largest seller was FormulaFolio Investments, cutting an estimated $7.34M.
- 29 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q4 2020, up from 24 in Q3 2020.
- Funds reported $36M of ProShares Ultra MidCap400 stock for Q4 2020, up 31% quarter-over-quarter.
- 6 funds opened new ProShares Ultra MidCap400 positions in Q4 2020 and 1 closed out, a net change of +5 holders.
- The largest ProShares Ultra MidCap400 buyer in Q4 2020 was Royal Bank of Canada, an estimated $908K added.
- The largest ProShares Ultra MidCap400 seller in Q4 2020 was FormulaFolio Investments, an estimated $7.34M sold.
Based on aggregated 13F filings for Q4 2020.