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ProShares Ultra MidCap400

30 hedge funds and large institutions have $34.5M invested in ProShares Ultra MidCap400 in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $20.2M → $34.5M (+$14.2M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

8.55% more ownership

Funds ownership: 11.33%19.88% (+8.6%)

7% more funds holding

Funds holding: 2830 (+2)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
3
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$18.9M +$19.5M +300,480 New
FI
2
FormulaFolio Investments
Michigan
$2.77M -$97.5K -1,504 -3%
Citadel Advisors
3
Citadel Advisors
Florida
$2.56M +$1.57M +24,151 +153%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.82M +$948K +14,625 +106%
IFWM
5
Institute for Wealth Management
Colorado
$1.78M
TRCT
6
Tower Research Capital (TRC)
New York
$1.34M +$1.33M +20,520 +6,393%
HIS
7
Harvest Investment Services
Illinois
$973K -$14K -216 -1%
CCM
8
Crew Capital Management
Ohio
$844K
SBL
9
Sargent Bickham Lagudis
Colorado
$806K -$199K -3,077 -20%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$533K -$3.65M -56,341 -87%
VCA
11
Verdence Capital Advisors
Maryland
$421K
FTUS
12
Flow Traders U.S.
New York
$314K -$70.2K -1,084 -18%
RM
13
Resource Management
Louisiana
$308K
RIA
14
Regal Investment Advisors
Michigan
$240K +$242K +3,730 New
TCM
15
Traynor Capital Management
Pennsylvania
$203K +$203K +3,136 New
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$101K +$102K +1,576 New
UBS Group
17
UBS Group
Switzerland
$90K -$71.9K -1,110 -44%
Barclays
18
Barclays
United Kingdom
$90K +$90.7K +1,400 New
AWM
19
Avior Wealth Management
Nebraska
$84K
EW
20
Evoke Wealth
California
$69K
Osaic Holdings
21
Osaic Holdings
Arizona
$62K -$487K -7,511 -89%
AFG
22
Albion Financial Group
Utah
$62K +$62.7K +967 New
Morgan Stanley
23
Morgan Stanley
New York
$26K +$25.9K +400 New
PFA
24
Professional Financial Advisors
Nebraska
$17K
SWG
25
Summit Wealth Group
Vermont
$16K

MVV Hedge Fund Activity: Q2 2021 in Review

30 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q2 2021, worth a combined $34.5M — up 70% from $20.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVV positions and 6 closed out — a net gain of 2 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $19.5M. The largest seller was Royal Bank of Canada, cutting an estimated $3.65M.

  • 30 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q2 2021, up from 28 in Q1 2021.
  • Funds reported $34.5M of ProShares Ultra MidCap400 stock for Q2 2021, up 70% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra MidCap400 positions in Q2 2021 and 6 closed out, a net change of +2 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q2 2021 was Brookstone Capital Management, an estimated $19.5M added.
  • The largest ProShares Ultra MidCap400 seller in Q2 2021 was Royal Bank of Canada, an estimated $3.65M sold.

Based on aggregated 13F filings for Q2 2021.