ProShares Ultra MidCap400
MVV
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.
88% more capital invested
Capital invested by funds: $13.4M → $25.3M (+$11.9M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
14% more funds holding
Funds holding: 14 → 16 (+2)
5.88% more ownership
Funds ownership: 11.05% → 16.93% (+5.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
+$6.33M |
| 2 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$1.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$712K |
| 4 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
+$176K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$372K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$351K |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$278K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$227K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$128K |
MVV Hedge Fund Activity: Q4 2023 in Review
16 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q4 2023, worth a combined $25.3M — up 88% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MVV positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Financial & Tax Architects, opening a new position worth an estimated $6.33M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $372K sold.
- 16 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q4 2023, up from 14 in Q3 2023.
- Funds reported $25.3M of ProShares Ultra MidCap400 stock for Q4 2023, up 88% quarter-over-quarter.
- 6 funds opened new ProShares Ultra MidCap400 positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest ProShares Ultra MidCap400 buyer in Q4 2023 was Financial & Tax Architects, an estimated $6.33M added.
- The largest ProShares Ultra MidCap400 seller in Q4 2023 was Envestnet Asset Management, an estimated $372K sold.
Based on aggregated 13F filings for Q4 2023.