We are live on ! Find out more
MVV icon

ProShares Ultra MidCap400

34 hedge funds and large institutions have $24.1M invested in ProShares Ultra MidCap400 in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3534 (-1)

5.43% less ownership

Funds ownership: 61.69%56.27% (-5.4%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

22% less capital invested

Capital invested by funds: $31.1M → $24.1M (-$6.98M)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.68M -$3.04M -73,518 -38%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.25M -$792K -19,113 -19%
Goldman Sachs
3
Goldman Sachs
New York
$3M -$38.9K -939 -1%
SBL
4
Sargent Bickham Lagudis
Colorado
$2.27M -$26.8K -648 -1%
TRCT
5
Tower Research Capital (TRC)
New York
$2.21M +$2.01M +48,540 +682%
VF
6
Virtu Financial
New York
$2.04M +$2.13M +51,348 New
IFWM
7
Institute for Wealth Management
Colorado
$1.55M -$55.2K -1,332 -3%
FI
8
FormulaFolio Investments
Michigan
$1.11M +$765K +18,459 +197%
Creative Planning
9
Creative Planning
Kansas
$824K +$23.6K +570 +3%
IIA
10
IPG Investment Advisors
California
$443K +$462K +11,145 New
Jane Street
11
Jane Street
New York
$420K +$438K +10,569 New
Citadel Advisors
12
Citadel Advisors
Florida
$315K -$41.6K -1,005 -11%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$264K -$85.4K -2,061 -24%
VCA
14
Verdence Capital Advisors
Maryland
$261K
BTNA
15
Bremer Trust National Association
Minnesota
$252K
RJA
16
Raymond James & Associates
Florida
$230K +$13.9K +336 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$203K
UBS Group
18
UBS Group
Switzerland
$126K -$2.48K -60 -2%
ASN
19
Advisory Services Network
Georgia
$117K +$111K +2,688 +1,054%
IA
20
IFP Advisors
Florida
$112K
S
21
SignatureFD
Georgia
$95K +$99.4K +2,400 New
TFA
22
Toth Financial Advisory
Virginia
$85K
AWM
23
Avior Wealth Management
Nebraska
$52K
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$48K
RFC
25
Regions Financial Corp
Alabama
$48K +$50.1K +1,209 New

MVV Hedge Fund Activity: Q1 2018 in Review

34 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q1 2018, worth a combined $24.1M — down 22% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MVV and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 6 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $2.13M. The largest seller was Cedar Capital, exiting entirely with an estimated $4.74M sold.

  • 34 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q1 2018, down from 35 in Q4 2017.
  • Funds reported $24.1M of ProShares Ultra MidCap400 stock for Q1 2018, down 22% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra MidCap400 positions in Q1 2018 and 6 closed out, a net change of -1 holder.
  • The largest ProShares Ultra MidCap400 buyer in Q1 2018 was Virtu Financial, an estimated $2.13M added.
  • The largest ProShares Ultra MidCap400 seller in Q1 2018 was Cedar Capital, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2018.