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ProShares Ultra MidCap400
MVV

Overview Fund Activity

29 hedge funds and large institutions have $36M invested in ProShares Ultra MidCap400 in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.41M
2
CC
2
Cedar Capital
Illinois
$2.56M
3
Citadel Advisors
3
Citadel Advisors
Florida
$797K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.42M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$863K

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$20.6M
2
TRCT
2
Tower Research Capital (TRC)
New York
$395K
3
UBS Group
3
UBS Group
Switzerland
$34K
4
SBL
4
Sargent Bickham Lagudis
Colorado
$1.27M
5
IFWM
5
Institute for Wealth Management
Colorado
$1.63M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$20.6M 431,290 -182,212 -30%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.41M 71,446 +22,540 +46%
CC
3
Cedar Capital
Illinois
$2.56M 53,652 +20,223 +60%
IFWM
4
Institute for Wealth Management
Colorado
$1.63M 34,130 -246 -0.7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.42M 29,816 +11,105 +59%
SBL
6
Sargent Bickham Lagudis
Colorado
$1.27M 26,623 -2,160 -8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$863K 18,101 +8,786 +94%
HIS
8
Harvest Investment Services
Illinois
$850K 17,839 +6,143 +53%
Citadel Advisors
9
Citadel Advisors
Florida
$797K 16,712 +16,712 New
Osaic Holdings
10
Osaic Holdings
Arizona
$525K 10,994 +4,405 +67%
TRCT
11
Tower Research Capital (TRC)
New York
$395K 8,285 -41,104 -83%
OAM
12
Oppenheimer Asset Management
New York
$389K 8,150 +8,150 New
VCA
13
Verdence Capital Advisors
Maryland
$313K 6,561 – –
NFG
14
Next Financial Group
Texas
$313K 6,565 +2,049 +45%
RM
15
Resource Management
Louisiana
$229K 4,800 +4,800 New
TFGT
16
TS Financial Group (TSFG)
Illinois
$166K 3,480 +1,524 +78%
AWM
17
Avior Wealth Management
Nebraska
$62K 1,320 – –
EW
18
Evoke Wealth
California
$51K 1,075 – –
AFG
19
Albion Financial Group
Utah
$46K 967 +967 New
IAIM
20
International Assets Investment Management
Florida
$36K 750 +750 New
UBS Group
21
UBS Group
Switzerland
$34K 720 -6,131 -89%
Morgan Stanley
22
Morgan Stanley
New York
$33K 700 – –
PFA
23
Professional Financial Advisors
Nebraska
$19K 405 – –
ASN
24
Advisory Services Network
Georgia
$5K 105 – –
GI
25
Gradient Investments
Minnesota
$3K 94 – –
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