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ProShares Ultra MidCap400
MVV

Overview Fund Activity

16 hedge funds and large institutions have $25.3M invested in ProShares Ultra MidCap400 in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
4
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTA
1
Financial & Tax Architects
Missouri
$7.48M
2
CCWM
2
Cassaday & Co Wealth Management
Virginia
$3.61M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.71M
4
SCM
4
Sage Capital Management
New Jersey
$420K
5
TCM
5
Traynor Capital Management
Pennsylvania
$208K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
LAS
3
Lloyd Advisory Services
Georgia
$0
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$17.9K
Name Market Value Shares Shares
Change 		Shares
Change %
LC
1
LTG Capital
Massachusetts
$10.2M 176,331 +637 +0.4%
FTA
2
Financial & Tax Architects
Missouri
$7.48M 129,226 +129,226 New
CCWM
3
Cassaday & Co Wealth Management
Virginia
$3.61M 62,366 +26,667 +75%
Citadel Advisors
4
Citadel Advisors
Florida
$1.71M 29,536 +14,534 +97%
HIS
5
Harvest Investment Services
Illinois
$427K 7,383 +2,949 +67%
SCM
6
Sage Capital Management
New Jersey
$420K 7,251 +7,251 New
Lido Advisors
7
Lido Advisors
California
$366K 6,316 – –
NG
8
Norden Group
Utah
$337K 5,186 -27 -0.5%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$253K 4,374 -140 -3%
TCM
10
Traynor Capital Management
Pennsylvania
$208K 3,599 +3,599 New
Corient Private Wealth
11
Corient Private Wealth
Florida
$206K 3,563 +3,563 New
UBS Group
12
UBS Group
Switzerland
$74.8K 1,292 -827 -39%
Osaic Holdings
13
Osaic Holdings
Arizona
$17.9K 309 -2,621 -89%
Morgan Stanley
14
Morgan Stanley
New York
$118 2 +2 New
TRCT
15
Tower Research Capital (TRC)
New York
$58 1 -2,493 -100%
Wells Fargo
16
Wells Fargo
California
$40 1 +1 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
– – -7,764 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– – -7,330 Closed
LAS
19
Lloyd Advisory Services
Georgia
– – -5,213 Closed
KWM
20
Kingsview Wealth Management
Oregon
– – -4,745 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –