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ProShares Ultra MidCap400
MVV

Overview Fund Activity

35 hedge funds and large institutions have $31.1M invested in ProShares Ultra MidCap400 in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
9
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.85M
2
CC
2
Cedar Capital
Illinois
$4.74M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.14M
4
VAM
4
Visionary Asset Management
Texas
$981K
5
WCM
5
Weatherstone Capital Management
Colorado
$569K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.13M
2
VF
2
Virtu Financial
New York
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$1.08M
4
UBS Group
4
UBS Group
Switzerland
$132K
5
Citadel Advisors
5
Citadel Advisors
Florida
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.85M 63,793 +56,330 +755%
CC
2
Cedar Capital
Illinois
$4.74M 38,545 +38,545 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.14M 33,641 +32,917 +4,547%
Goldman Sachs
4
Goldman Sachs
New York
$3.13M 25,452 -49,735 -66%
SBL
5
Sargent Bickham Lagudis
Colorado
$2.37M 19,256 – –
IFWM
6
Institute for Wealth Management
Colorado
$1.67M 13,621 -302 -2%
SG Americas Securities
7
SG Americas Securities
New York
$1.08M 8,791 -1,700 -16%
VAM
8
Visionary Asset Management
Texas
$981K 7,973 +7,973 New
Creative Planning
9
Creative Planning
Kansas
$826K 6,719 +879 +15%
WCM
10
Weatherstone Capital Management
Colorado
$569K 4,580 +4,580 New
FI
11
FormulaFolio Investments
Michigan
$385K 3,129 +191 +7%
AG
12
Advisor Group
Arizona
$371K 3,018 +2,573 +578%
Citadel Advisors
13
Citadel Advisors
Florida
$366K 2,975 -371 -11%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$358K 2,905 +2,842 +4,511%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$357K 2,902 +2,902 New
TRCT
16
Tower Research Capital (TRC)
New York
$292K 2,372 +608 +34%
VCA
17
Verdence Capital Advisors
Maryland
$269K 2,187 +2,187 New
BTNA
18
Bremer Trust National Association
Minnesota
$259K 2,110 – –
RJA
19
Raymond James & Associates
Florida
$223K 1,815 +1,815 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$209K 1,701 +1,701 New
UBS Group
21
UBS Group
Switzerland
$132K 1,075 -1,072 -50%
IA
22
IFP Advisors
Florida
$112K 908 +161 +22%
FAAS
23
First Allied Advisory Services
California
$90K 730 +730 New
TFA
24
Toth Financial Advisory
Virginia
$87K 710 +710 New
Morgan Stanley
25
Morgan Stanley
New York
$77K 626 +200 +47%
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