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ProShares Ultra MidCap400

41 hedge funds and large institutions have $83.2M invested in ProShares Ultra MidCap400 in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

21% more funds holding

Funds holding: 3441 (+7)

15.3% more ownership

Funds ownership: 110.21%125.51% (+15%)

10% more call options, than puts

Call options by funds: $260K | Put options by funds: $236K

9% more capital invested

Capital invested by funds: $76.4M → $83.2M (+$6.85M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
16
Reduced
9
Closed
3
Calls
$260K
Puts
$236K
Net Calls
+$24K
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
GHF
1
Good Harbor Financial
Illinois
$35.8M +$7.76M +286,068 +27%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.8M +$2.9M +106,887 +31%
Goldman Sachs
3
Goldman Sachs
New York
$6M -$28.1K -1,035 -0.5%
LPL Financial
4
LPL Financial
California
$4.63M +$2.68M +98,958 +127%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.21M +$1.53M +56,451 +54%
AP
6
Advisors Preferred
Maryland
$3.89M -$1.79M -66,087 -31%
KWMG
7
King Wealth Management Group
Florida
$3.87M +$59.6K +2,199 +2%
VAM
8
Visionary Asset Management
Texas
$1.99M +$720K +26,541 +54%
WCM
9
Weatherstone Capital Management
Colorado
$1.25M +$437K +16,107 +51%
Morgan Stanley
10
Morgan Stanley
New York
$1.21M +$1.15M +42,489 +1,200%
MCC
11
Mid Continent Capital
Illinois
$1.17M -$2.03K -75 -0.2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.11M -$8.74M -322,329 -88%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$845K +$304K +11,217 +54%
CWM
14
Concert Wealth Management
California
$812K +$26.5K +978 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$791K +$817K +30,120 New
TFA
16
Toth Financial Advisory
Virginia
$757K
Jane Street
17
Jane Street
New York
$568K +$586K +21,612 New
FAAS
18
First Allied Advisory Services
California
$423K -$42.4K -1,563 -9%
VKH
19
Virtu KCG Holdings
New York
$402K +$414K +15,288 New
BFG
20
Beacon Financial Group
Texas
$391K -$325K -11,988 -44%
TRCT
21
Tower Research Capital (TRC)
New York
$319K +$329K +12,144 New
Stifel Financial
22
Stifel Financial
Missouri
$248K +$261K +9,639 New
SS
23
Simplicity Solutions
Minnesota
$228K +$235K +8,661 New
UBS Group
24
UBS Group
Switzerland
$171K +$170K +6,258 +2,370%
FTUS
25
Flow Traders U.S.
New York
$135K +$140K +5,157 New

MVV Hedge Fund Activity: Q2 2015 in Review

41 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q2 2015, worth a combined $83.2M — up 9% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MVV positions and 3 closed out — a net gain of 7 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Good Harbor Financial, adding an estimated $7.76M. The largest seller was Susquehanna International Group, cutting an estimated $8.74M.

  • 41 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q2 2015, up from 34 in Q1 2015.
  • Funds reported $83.2M of ProShares Ultra MidCap400 stock for Q2 2015, up 9% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra MidCap400 positions in Q2 2015 and 3 closed out, a net change of +7 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q2 2015 was Good Harbor Financial, an estimated $7.76M added.
  • The largest ProShares Ultra MidCap400 seller in Q2 2015 was Susquehanna International Group, an estimated $8.74M sold.

Based on aggregated 13F filings for Q2 2015.