ProShares Ultra MidCap400
MVV
12 hedge funds and large institutions have $16.6M invested in ProShares Ultra MidCap400 in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 8 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
27% more capital invested
Capital invested by funds: $13.1M → $16.6M (+$3.51M)
1.92% more ownership
Funds ownership: 10.35% → 12.28% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less funds holding
Funds holding: 17 → 12 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.78M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 3 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$898K |
| 4 |
SG Americas Securities
New York
|
+$234K |
| 5 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$524K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$468K |
| 3 |
VCA
Verdence Capital Advisors
Hunt Valley,
Maryland
|
-$328K |
| 4 |
LPL Financial
San Diego,
California
|
-$286K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$118K |
MVV Hedge Fund Activity: Q2 2023 in Review
12 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q2 2023, worth a combined $16.6M — up 27% from $13.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MVV and 3 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.78M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $524K sold.
- 12 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q2 2023, down from 17 in Q1 2023.
- Funds reported $16.6M of ProShares Ultra MidCap400 stock for Q2 2023, up 27% quarter-over-quarter.
- 3 funds opened new ProShares Ultra MidCap400 positions in Q2 2023 and 8 closed out, a net change of -5 holders.
- The largest ProShares Ultra MidCap400 buyer in Q2 2023 was Susquehanna International Group, an estimated $1.78M added.
- The largest ProShares Ultra MidCap400 seller in Q2 2023 was Envestnet Asset Management, an estimated $524K sold.
Based on aggregated 13F filings for Q2 2023.