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ProShares Ultra MidCap400
MVV

Overview Fund Activity

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.

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
5
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$315K
2
LPL Financial
2
LPL Financial
California
$286K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$524K
4
TRCT
4
Tower Research Capital (TRC)
New York
$210K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$169K

Top Sellers

1
IFWM
1
Institute for Wealth Management
Colorado
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$645K
3
HIS
3
Harvest Investment Services
Illinois
$212K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$78.6K
5
TFGT
5
TS Financial Group (TSFG)
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
1
LTG Capital
Massachusetts
$8.82M 176,646 -438 -0.2%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$862K 17,262 – –
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$645K 12,921 -17,601 -58%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$524K 10,484 +4,948 +89%
KWM
5
Kingsview Wealth Management
Oregon
$468K 9,371 +897 +11%
VCA
6
Verdence Capital Advisors
Maryland
$328K 6,561 – –
Lido Advisors
7
Lido Advisors
California
$315K 6,316 +6,316 New
LPL Financial
8
LPL Financial
California
$286K 5,730 +5,730 New
HIS
9
Harvest Investment Services
Illinois
$212K 4,241 -2,623 -38%
TRCT
10
Tower Research Capital (TRC)
New York
$210K 4,199 +3,982 +1,835%
Osaic Holdings
11
Osaic Holdings
Arizona
$169K 3,386 +1,148 +51%
UBS Group
12
UBS Group
Switzerland
$84.5K 1,693 +1,091 +181%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$78.6K 1,573 -1,383 -47%
JFGIW
14
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49.9K 1,000 +1,000 New
BAM
15
Belpointe Asset Management
Nevada
$14.6K 292 – –
Bessemer Group
16
Bessemer Group
New Jersey
$9K 189 +189 New
BTI
17
Blue Trust Inc
Georgia
$1K 28 +28 New
Wells Fargo
18
Wells Fargo
California
– – -1 Closed
IFWM
19
Institute for Wealth Management
Colorado
– – -26,658 Closed
TFGT
20
TS Financial Group (TSFG)
Illinois
– – -464 Closed
MCC
21
Money Concepts Capital
Florida
– – -354 Closed
NFSG
22
Newbridge Financial Services Group
Florida
– – -234 Closed
LFG
23
Larson Financial Group
Missouri
– – -45 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –