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ProShares Ultra MidCap400
MVV

Overview Fund Activity

12 hedge funds and large institutions have $1.54M invested in ProShares Ultra MidCap400 in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 20 closing their positions.

Holders
12
Holders Change
-19
Holders Change %
-61.29%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
1
Reduced
4
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
1
Evoke Wealth
California
$21.4K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$13K
3
SBL
3
Sargent Bickham Lagudis
Colorado
$584K

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
IAN
2
Integrated Advisors Network
Texas
$0
3
CC
3
Cedar Capital
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
HIS
5
Harvest Investment Services
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
1
Institute for Wealth Management
Colorado
$682K 34,426 -1,924 -5%
SBL
2
Sargent Bickham Lagudis
Colorado
$584K 29,443 +246 +0.8%
TRCT
3
Tower Research Capital (TRC)
New York
$190K 9,575 -3,484 -27%
AWM
4
Avior Wealth Management
Nebraska
$26K 1,320 – –
EW
5
Evoke Wealth
California
$21.4K 1,075 +1,075 New
Osaic Holdings
6
Osaic Holdings
Arizona
$13K 654 +654 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7K 332 -26,860 -99%
PA
8
Parallel Advisors
California
$6K 351 – –
Morgan Stanley
9
Morgan Stanley
New York
$4K 200 -943 -83%
ASN
10
Advisory Services Network
Georgia
$2K 105 – –
CIAS
11
Capital Investment Advisory Services
North Carolina
$1K 71 – –
FI
12
FormulaFolio Investments
Michigan
– – -739,669 Closed
IAN
13
Integrated Advisors Network
Texas
– – -72,956 Closed
CC
14
Cedar Capital
Illinois
– – -72,383 Closed
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
– – -17,483 Closed
HIS
16
Harvest Investment Services
Illinois
– – -15,972 Closed
VCA
17
Verdence Capital Advisors
Maryland
– – -6,561 Closed
RJA
18
Raymond James & Associates
Florida
– – -5,445 Closed
Citadel Advisors
19
Citadel Advisors
Florida
– – -4,956 Closed
RM
20
Resource Management
Louisiana
– – -4,800 Closed
PG
21
Prostatis Group
Maryland
– – -4,781 Closed
RIA
22
Regal Investment Advisors
Michigan
– – -4,481 Closed
OAM
23
Oppenheimer Asset Management
New York
– – -4,398 Closed
NFG
24
Next Financial Group
Texas
– – -4,188 Closed
UBS Group
25
UBS Group
Switzerland
– – -2,011 Closed
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