ProShares Ultra MidCap400
MVV
17 hedge funds and large institutions have $13.1M invested in ProShares Ultra MidCap400 in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less ownership
Funds ownership: 11.35% → 10.35% (-1%)
6% less capital invested
Capital invested by funds: $14M → $13.1M (-$880K)
11% less funds holding
Funds holding: 19 → 17 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$330K |
| 2 |
LPL Financial
San Diego,
California
|
+$300K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$259K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$208K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$60.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$1.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$921K |
| 3 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$137K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$72.3K |
| 5 |
LC
LTG Capital
Newton,
Massachusetts
|
-$22.9K |
MVV Hedge Fund Activity: Q1 2023 in Review
17 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q1 2023, worth a combined $13.1M — down 6.3% from $14M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MVV and 5 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Lido Advisors, opening a new position worth an estimated $330K. The largest seller was Institute for Wealth Management, exiting entirely with an estimated $1.27M sold.
- 17 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q1 2023, down from 19 in Q4 2022.
- Funds reported $13.1M of ProShares Ultra MidCap400 stock for Q1 2023, down 6.3% quarter-over-quarter.
- 5 funds opened new ProShares Ultra MidCap400 positions in Q1 2023 and 6 closed out, a net change of -1 holder.
- The largest ProShares Ultra MidCap400 buyer in Q1 2023 was Lido Advisors, an estimated $330K added.
- The largest ProShares Ultra MidCap400 seller in Q1 2023 was Institute for Wealth Management, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2023.