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ProShares Ultra MidCap400

21 hedge funds and large institutions have $19.1M invested in ProShares Ultra MidCap400 in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% less funds holding

Funds holding: 4121 (-20)

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

73.28% less ownership

Funds ownership: 125.51%52.23% (-73%)

77% less capital invested

Capital invested by funds: $83.2M → $19.1M (-$64.2M)

87% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
21
Holders Change
-20
Holders Change %
-48.78%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
3
Reduced
10
Closed
23
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
+$431K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$5.01M +$70.7K +2,874 +1%
VF
2
Virtu Financial
New York
$4.62M +$5.24M +213,195 New
KWMG
3
King Wealth Management Group
Florida
$2.82M -$426K -17,304 -12%
LPL Financial
4
LPL Financial
California
$1.54M -$2.71M -110,004 -62%
CWM
5
Concert Wealth Management
California
$1.21M +$605K +24,612 +80%
TRCT
6
Tower Research Capital (TRC)
New York
$1.05M +$895K +36,378 +300%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$824K -$10.1M -410,493 -92%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$731K -$209K -8,484 -20%
TFA
9
Toth Financial Advisory
Virginia
$615K -$10.3K -420 -1%
Morgan Stanley
10
Morgan Stanley
New York
$503K -$562K -22,824 -50%
Creative Planning
11
Creative Planning
Kansas
$55K +$62.1K +2,523 New
FTUS
12
Flow Traders U.S.
New York
$35K -$87.7K -3,564 -69%
AWM
13
Avior Wealth Management
Nebraska
$29K
IWMPD
14
Integrated Wealth Management (Palm Desert)
California
$5K
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$3K
Wells Fargo
16
Wells Fargo
California
$2K -$23.5K -954 -91%
ASN
17
Advisory Services Network
Georgia
$2K -$3.98K -162 -61%
NFG
18
Next Financial Group
Texas
$1K -$40.9K -1,662 -97%
CFA
19
Carroll Financial Associates
North Carolina
$1K
ACM
20
Argentus Capital Management
Texas
$1K +$1.7K +69 New
GHF
21
Good Harbor Financial
Illinois
-$35.8M -1,363,284 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-$4.21M -160,347 Closed
AP
23
Advisors Preferred
Maryland
-$3.89M -148,185 Closed
VAM
24
Visionary Asset Management
Texas
-$1.99M -75,555 Closed
WCM
25
Weatherstone Capital Management
Colorado
-$1.25M -47,571 Closed

MVV Hedge Fund Activity: Q3 2015 in Review

21 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q3 2015, worth a combined $19.1M — down 77% from $83.2M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MVV and 3 opened new positions — a net loss of 20 holders — while 10 trimmed existing stakes and 3 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $5.24M. The largest seller was Good Harbor Financial, exiting entirely with an estimated $35.8M sold.

  • 21 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q3 2015, down from 41 in Q2 2015.
  • Funds reported $19.1M of ProShares Ultra MidCap400 stock for Q3 2015, down 77% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra MidCap400 positions in Q3 2015 and 23 closed out, a net change of -20 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q3 2015 was Virtu Financial, an estimated $5.24M added.
  • The largest ProShares Ultra MidCap400 seller in Q3 2015 was Good Harbor Financial, an estimated $35.8M sold.

Based on aggregated 13F filings for Q3 2015.