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ProShares Ultra MidCap400

21 hedge funds and large institutions have $20.9M invested in ProShares Ultra MidCap400 in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

24% more funds holding

Funds holding: 1721 (+4)

20% more capital invested

Capital invested by funds: $17.4M → $20.9M (+$3.5M)

1.45% more ownership

Funds ownership: 12.3%13.74% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
3
Reduced
7
Closed
1
Calls
$387K
Puts
Net Calls
+$387K
Net Calls Change
+$387K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
LTG Capital
Massachusetts
$9.77M -$7.42K -110 -0.1%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$4.32M
Creative Planning
3
Creative Planning
Kansas
$1.71M -$2.9K -43 -0.2%
Citadel Advisors
4
Citadel Advisors
Florida
$1.31M +$1.28M +19,009 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$982K -$63.5K -941 -6%
IAN
6
Integrated Advisors Network
Texas
$542K +$530K +7,849 New
HIS
7
Harvest Investment Services
Illinois
$362K -$51K -756 -13%
TRCT
8
Tower Research Capital (TRC)
New York
$354K +$158K +2,344 +84%
Lido Advisors
9
Lido Advisors
California
$345K
SCM
10
Sage Capital Management
New Jersey
$271K +$945 +14 +0.4%
Corient Private Wealth
11
Corient Private Wealth
Florida
$247K +$945 +14 +0.4%
KWM
12
Kingsview Wealth Management
Oregon
$215K -$25.3K -375 -11%
Osaic Holdings
13
Osaic Holdings
Arizona
$212K
TCM
14
Traynor Capital Management
Pennsylvania
$208K +$203K +3,003 New
Bank of America
15
Bank of America
North Carolina
$24.9K
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$15K -$2.9K -43 -17%
PA
17
Parallel Advisors
California
$5.8K +$5.67K +84 New
AssetMark Inc
18
AssetMark Inc
California
$4.84K
UBS Group
19
UBS Group
Switzerland
$968 +$945 +14 New
Morgan Stanley
20
Morgan Stanley
New York
$77 -$3.51K -52 -98%
Wells Fargo
21
Wells Fargo
California
$35
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
-$76.3K -1,200 Closed

MVV Hedge Fund Activity: Q3 2025 in Review

21 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q3 2025, worth a combined $20.9M — up 20% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MVV positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.28M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $76.3K sold.

  • 21 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q3 2025, up from 17 in Q2 2025.
  • Funds reported $20.9M of ProShares Ultra MidCap400 stock for Q3 2025, up 20% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra MidCap400 positions in Q3 2025 and 1 closed out, a net change of +4 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q3 2025 was Citadel Advisors, an estimated $1.28M added.
  • The largest ProShares Ultra MidCap400 seller in Q3 2025 was CIBC Private Wealth Group, an estimated $76.3K sold.

Based on aggregated 13F filings for Q3 2025.