ProShares Ultra MidCap400
MVV
14 hedge funds and large institutions have $13.4M invested in ProShares Ultra MidCap400 in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
17% more funds holding
Funds holding: 12 → 14 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.23% less ownership
Funds ownership: 12.28% → 11.05% (-1.2%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
50% less capital inflows, than outflows
Capital inflows: $1.65M | Capital outflows: $3.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$412K |
| 2 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$252K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$233K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$105K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$92.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.24M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$421K |
| 3 |
SG Americas Securities
New York
|
-$256K |
| 4 |
Tower Research Capital (TRC)
New York
|
-$193K |
| 5 |
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$137K |
MVV Hedge Fund Activity: Q3 2023 in Review
14 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q3 2023, worth a combined $13.4M — down 19% from $16.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MVV positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $412K. The largest seller was Susquehanna International Group, cutting an estimated $2.24M.
- 14 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q3 2023, up from 12 in Q2 2023.
- Funds reported $13.4M of ProShares Ultra MidCap400 stock for Q3 2023, down 19% quarter-over-quarter.
- 4 funds opened new ProShares Ultra MidCap400 positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest ProShares Ultra MidCap400 buyer in Q3 2023 was Envestnet Asset Management, an estimated $412K added.
- The largest ProShares Ultra MidCap400 seller in Q3 2023 was Susquehanna International Group, an estimated $2.24M sold.
Based on aggregated 13F filings for Q3 2023.