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ProShares Ultra MidCap400
MVV

25 hedge funds and large institutions have $24.5M invested in ProShares Ultra MidCap400 in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,493% more capital invested

Capital invested by funds: $1.54M → $24.5M (+$22.9M)

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

108% more funds holding

Funds holding: 12 → 25 (+13)

21.18% more ownership

Funds ownership: 2.84% → 24.02% (+21%)

Holders
25
Holders Change
+13
Holders Change %
+108.33%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$10.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.32M
3
CC
Cedar Capital
Illinois
+$2.17M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.03M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$971K

Top Sellers

Rank Fund Capital Flow
1
IFWM
Institute for Wealth Management
Colorado
-$2.08K
2
ASN
Advisory Services Network
Georgia
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$12.1M +$10.8M +419,863 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.62M +$2.32M +90,275 +27,191%
CC
3
Cedar Capital
Illinois
$2.44M +$2.17M +84,535 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.16M +$1.03M +40,164 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.09M +$971K +37,763 New
IFWM
6
Institute for Wealth Management
Colorado
$991K -$2.08K -81 -0.2%
FTUS
7
Flow Traders U.S.
New York
$897K +$799K +31,071 New
SBL
8
Sargent Bickham Lagudis
Colorado
$850K – – –
HIS
9
Harvest Investment Services
Illinois
$491K +$438K +17,040 New
Osaic Holdings
10
Osaic Holdings
Arizona
$336K +$283K +10,990 +1,680%
OAM
11
Oppenheimer Asset Management
New York
$313K +$279K +10,852 New
TRCT
12
Tower Research Capital (TRC)
New York
$305K +$25.8K +1,004 +10%
NFG
13
Next Financial Group
Texas
$273K +$244K +9,470 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$263K +$234K +9,108 New
TFGT
15
TS Financial Group (TSFG)
Illinois
$135K +$120K +4,681 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$46K +$41.2K +1,602 New
AWM
17
Avior Wealth Management
Nebraska
$38K – – –
EW
18
Evoke Wealth
California
$31K – – –
UBS Group
19
UBS Group
Switzerland
$31K +$27.5K +1,068 New
Morgan Stanley
20
Morgan Stanley
New York
$20K +$12.9K +500 +250%
PA
21
Parallel Advisors
California
$10K – – –
CAC
22
Certified Advisory Corp
Florida
$10K +$8.9K +346 New
CAN
23
Cetera Advisor Networks
California
$4K +$3.86K +150 New
CIAS
24
Capital Investment Advisory Services
North Carolina
$2K – – –
ASN
25
Advisory Services Network
Georgia
– -$2K -105 Closed

MVV Hedge Fund Activity: Q2 2020 in Review

25 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q2 2020, worth a combined $24.5M — up 1,493% from $1.54M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MVV positions and 1 closed out — a net gain of 13 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $10.8M. The largest seller was Institute for Wealth Management, cutting an estimated $2.08K.

  • 25 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q2 2020, up from 12 in Q1 2020.
  • Funds reported $24.5M of ProShares Ultra MidCap400 stock for Q2 2020, up 1,493% quarter-over-quarter.
  • 14 funds opened new ProShares Ultra MidCap400 positions in Q2 2020 and 1 closed out, a net change of +13 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q2 2020 was FormulaFolio Investments, an estimated $10.8M added.
  • The largest ProShares Ultra MidCap400 seller in Q2 2020 was Institute for Wealth Management, an estimated $2.08K sold.

Based on aggregated 13F filings for Q2 2020.