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ProShares Ultra MidCap400

28 hedge funds and large institutions have $20M invested in ProShares Ultra MidCap400 in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% less funds holding

Funds holding: 3628 (-8)

33.77% less ownership

Funds ownership: 80.82%47.05% (-34%)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

50% less capital invested

Capital invested by funds: $40.1M → $20M (-$20.1M)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $832K

Holders
28
Holders Change
-8
Holders Change %
-22.22%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
5
Reduced
8
Closed
13
Calls
Puts
$832K
Net Calls
-$832K
Net Calls Change
+$661K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$7.81M +$2.66K +78 +0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.85M -$1.25M -36,669 -31%
SBL
3
Sargent Bickham Lagudis
Colorado
$2M
SG Americas Securities
4
SG Americas Securities
New York
$1.62M -$225K -6,600 -12%
IFWM
5
Institute for Wealth Management
Colorado
$1.47M +$1.45M +42,600 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$880K -$8.02M -235,533 -90%
Creative Planning
7
Creative Planning
Kansas
$607K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$530K +$521K +15,294 New
VKH
9
Virtu KCG Holdings
New York
$316K +$310K +9,117 New
FI
10
FormulaFolio Investments
Michigan
$309K -$1.84K -54 -0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$306K +$91.9K +2,700 +44%
UBS Group
12
UBS Group
Switzerland
$292K +$133K +3,900 +86%
BFG
13
Beacon Financial Group
Texas
$272K +$41.6K +1,221 +15%
HighTower Advisors
14
HighTower Advisors
Illinois
$241K +$12.4K +363 +6%
BTNA
15
Bremer Trust National Association
Minnesota
$220K -$38.3K -1,125 -15%
IA
16
IFP Advisors
Florida
$71K -$22.6K -663 -24%
AWM
17
Avior Wealth Management
Nebraska
$46K
Morgan Stanley
18
Morgan Stanley
New York
$44K
TRCT
19
Tower Research Capital (TRC)
New York
$31K +$30.6K +900 New
JGIA
20
Jackson Grant Investment Advisers
Connecticut
$25K
OAM
21
Oppenheimer Asset Management
New York
$21K -$734K -21,549 -97%
AG
22
Advisor Group
Arizona
$16K -$652K -19,161 -98%
PA
23
Parallel Advisors
California
$12K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$5K
ASN
25
Advisory Services Network
Georgia
$4K

MVV Hedge Fund Activity: Q2 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q2 2017, worth a combined $20M — down 50% from $40.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MVV and 5 opened new positions — a net loss of 8 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $521K. The largest seller was Royal Bank of Canada, cutting an estimated $8.02M.

  • 28 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q2 2017, down from 36 in Q1 2017.
  • Funds reported $20M of ProShares Ultra MidCap400 stock for Q2 2017, down 50% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra MidCap400 positions in Q2 2017 and 13 closed out, a net change of -8 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q2 2017 was Susquehanna International Group, an estimated $521K added.
  • The largest ProShares Ultra MidCap400 seller in Q2 2017 was Royal Bank of Canada, an estimated $8.02M sold.

Based on aggregated 13F filings for Q2 2017.