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ProShares Ultra MidCap400
MVV

Overview Fund Activity

19 hedge funds and large institutions have $14M invested in ProShares Ultra MidCap400 in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
3
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
1
LTG Capital
Massachusetts
$8.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.45M
3
KWM
3
Kingsview Wealth Management
Oregon
$404K
4
HIS
4
Harvest Investment Services
Illinois
$327K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$264K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$10K
3
AFG
3
Albion Financial Group
Utah
$0
4
SBL
4
Sargent Bickham Lagudis
Colorado
$310K
5
EW
5
Evoke Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
1
LTG Capital
Massachusetts
$8.44M 177,084 +124,204 +235%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.45M 30,522 +25,189 +472%
IFWM
3
Institute for Wealth Management
Colorado
$1.27M 26,658 -725 -3%
CCWM
4
Cassaday & Co Wealth Management
Virginia
$823K 17,262 +17,262 New
KWM
5
Kingsview Wealth Management
Oregon
$404K 8,474 +8,474 New
HIS
6
Harvest Investment Services
Illinois
$327K 6,864 +6,864 New
VCA
7
Verdence Capital Advisors
Maryland
$313K 6,561 – –
SBL
8
Sargent Bickham Lagudis
Colorado
$310K 6,509 -937 -13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$264K 5,536 +5,536 New
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$141K 2,956 +2,956 New
Osaic Holdings
11
Osaic Holdings
Arizona
$107K 2,238 +1,773 +381%
UBS Group
12
UBS Group
Switzerland
$28.7K 602 +602 New
TFGT
13
TS Financial Group (TSFG)
Illinois
$22K 464 +464 New
MCC
14
Money Concepts Capital
Florida
$16.9K 354 +354 New
BAM
15
Belpointe Asset Management
Nevada
$13.9K 292 +292 New
NFSG
16
Newbridge Financial Services Group
Florida
$11.2K 234 – –
TRCT
17
Tower Research Capital (TRC)
New York
$10K 217 -7,680 -97%
LFG
18
Larson Financial Group
Missouri
$2.15K 45 -165 -79%
Wells Fargo
19
Wells Fargo
California
$48 1 +1 New
Citadel Advisors
20
Citadel Advisors
Florida
– – -29,750 Closed
AFG
21
Albion Financial Group
Utah
– – -1,125 Closed
EW
22
Evoke Wealth
California
– – -1,075 Closed
IA
23
IFP Advisors
Florida
– – -520 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –