ProShares Ultra MidCap400
MVV
21 hedge funds and large institutions have $24.1M invested in ProShares Ultra MidCap400 in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
31% more funds holding
Funds holding: 16 → 21 (+5)
0.77% less ownership
Funds ownership: 16.93% → 16.16% (-0.77%)
5% less capital invested
Capital invested by funds: $25.3M → $24.1M (-$1.2M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
+$3.53M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$663K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$485K |
| 5 |
LPL Financial
San Diego,
California
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$7.48M |
| 2 |
LC
LTG Capital
Newton,
Massachusetts
|
-$1.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 4 |
NG
Norden Group
Provo,
Utah
|
-$337K |
| 5 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| – | -$17.9K | -309 | Closed |
|
MVV Hedge Fund Activity: Q1 2024 in Review
21 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q1 2024, worth a combined $24.1M — down 4.7% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MVV positions and 5 closed out — a net gain of 5 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Client First Investment Management, opening a new position worth an estimated $3.53M. The largest seller was Financial & Tax Architects, exiting entirely with an estimated $7.48M sold.
- 21 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q1 2024, up from 16 in Q4 2023.
- Funds reported $24.1M of ProShares Ultra MidCap400 stock for Q1 2024, down 4.7% quarter-over-quarter.
- 10 funds opened new ProShares Ultra MidCap400 positions in Q1 2024 and 5 closed out, a net change of +5 holders.
- The largest ProShares Ultra MidCap400 buyer in Q1 2024 was Client First Investment Management, an estimated $3.53M added.
- The largest ProShares Ultra MidCap400 seller in Q1 2024 was Financial & Tax Architects, an estimated $7.48M sold.
Based on aggregated 13F filings for Q1 2024.