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ProShares Ultra MidCap400

26 hedge funds and large institutions have $19.2M invested in ProShares Ultra MidCap400 in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

24% more funds holding

Funds holding: 2126 (+5)

1% more capital invested

Capital invested by funds: $19.1M → $19.2M (+$119K)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $1.53M

1.37% less ownership

Funds ownership: 52.23%50.86% (-1.4%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
5
Closed
4
Calls
$1.51M
Puts
$1.53M
Net Calls
-$19K
Net Calls Change
-$474K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$5.14M -$93.2K -3,942 -2%
KWMG
2
King Wealth Management Group
Florida
$3.13M +$193K +8,184 +6%
LPL Financial
3
LPL Financial
California
$2.8M +$1.43M +60,675 +91%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.54M +$707K +29,898 +79%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.45M +$720K +30,459 +90%
CWM
6
Concert Wealth Management
California
$1.25M
RJA
7
Raymond James & Associates
Florida
$1.05M +$1.1M +46,407 New
VF
8
Virtu Financial
New York
$682K -$4.32M -182,943 -86%
TFA
9
Toth Financial Advisory
Virginia
$635K -$7.09K -300 -1%
SWP
10
Stratos Wealth Partners
Ohio
$545K +$570K +24,111 New
Citadel Advisors
11
Citadel Advisors
Florida
$394K +$413K +17,472 New
UBS Group
12
UBS Group
Switzerland
$337K +$352K +14,886 New
IA
13
IFP Advisors
Florida
$60K +$62.7K +2,655 New
Creative Planning
14
Creative Planning
Kansas
$57K
AWM
15
Avior Wealth Management
Nebraska
$30K
TRCT
16
Tower Research Capital (TRC)
New York
$24K -$1.12M -47,457 -98%
Morgan Stanley
17
Morgan Stanley
New York
$18K -$529K -22,395 -97%
JGIA
18
Jackson Grant Investment Advisers
Connecticut
$16K +$16.2K +687 New
AFP
19
Ausdal Financial Partners
Iowa
$9K +$9.78K +414 New
Citigroup
20
Citigroup
New York
$5K +$4.96K +210 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$3K
ASN
22
Advisory Services Network
Georgia
$2K
Wells Fargo
23
Wells Fargo
California
$2K +$71 +3 +3%
CFA
24
Carroll Financial Associates
North Carolina
$1K
FTUS
25
Flow Traders U.S.
New York
-$35K -1,593 Closed

MVV Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q4 2015, worth a combined $19.2M — up 0.62% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MVV positions and 4 closed out — a net gain of 5 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.43M. The largest seller was Virtu Financial, cutting an estimated $4.32M.

  • 26 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q4 2015, up from 21 in Q3 2015.
  • Funds reported $19.2M of ProShares Ultra MidCap400 stock for Q4 2015, up 0.62% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra MidCap400 positions in Q4 2015 and 4 closed out, a net change of +5 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q4 2015 was LPL Financial, an estimated $1.43M added.
  • The largest ProShares Ultra MidCap400 seller in Q4 2015 was Virtu Financial, an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2015.