We are live on ! Find out more
MVV icon

ProShares Ultra MidCap400

21 hedge funds and large institutions have $8.63M invested in ProShares Ultra MidCap400 in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

7.22% less ownership

Funds ownership: 13.74%6.52% (-7.2%)

59% less capital invested

Capital invested by funds: $20.9M → $8.63M (-$12.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
5
Reduced
4
Closed
6
Calls
$446K
Puts
Net Calls
+$446K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1
Cassaday & Co Wealth Management
Virginia
$4.36M
Creative Planning
2
Creative Planning
Kansas
$1.78M +$62.1K +900 +4%
IAN
3
Integrated Advisors Network
Texas
$637K +$89.5K +1,297 +17%
Corient Private Wealth
4
Corient Private Wealth
Florida
$499K +$247K +3,577 +100%
HIS
5
Harvest Investment Services
Illinois
$355K -$10K -145 -3%
Lido Advisors
6
Lido Advisors
California
$345K
KWM
7
Kingsview Wealth Management
Oregon
$214K -$2.48K -36 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$211K -$2.42K -35 -1%
TAM
9
Tucker Asset Management
Colorado
$36.7K +$36.4K +527 New
TRCT
10
Tower Research Capital (TRC)
New York
$36.7K -$317K -4,601 -90%
BWM
11
Benson Wealth Management
Tennessee
$27.9K +$27.6K +400 New
FFA
12
Farther Finance Advisors
California
$26.7K +$26.4K +383 New
UBS Group
13
UBS Group
Switzerland
$26.3K +$25K +363 +2,593%
Bank of America
14
Bank of America
North Carolina
$25.1K
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$15.1K
AWM
16
AE Wealth Management
Kansas
$13.7K +$13.6K +197 New
CFP
17
Comprehensive Financial Planning
Pennsylvania
$12.3K +$12.1K +176 New
RFP
18
Root Financial Partners
California
$6.48K +$6.42K +93 New
AssetMark Inc
19
AssetMark Inc
California
$4.88K
Morgan Stanley
20
Morgan Stanley
New York
$155 +$69 +1 +100%
Wells Fargo
21
Wells Fargo
California
$104
LC
22
LTG Capital
Massachusetts
-$9.77M -141,343 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$1.31M -19,009 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$982K -14,212 Closed
SCM
25
Sage Capital Management
New Jersey
-$271K -3,921 Closed

MVV Hedge Fund Activity: Q4 2025 in Review

21 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra MidCap400 (MVV) for Q4 2025, worth a combined $8.63M — down 59% from $20.9M a quarter earlier.

Fund positioning in MVV was balanced in Q4 2025: 6 funds opened new positions, 6 closed out, 5 added to existing stakes and 4 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $247K. The largest seller was LTG Capital, exiting entirely with an estimated $9.77M sold.

  • 21 institutional investors held ProShares Ultra MidCap400 (MVV) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $8.63M of ProShares Ultra MidCap400 stock for Q4 2025, down 59% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra MidCap400 positions in Q4 2025 and 6 closed out, a net change of 0 holders.
  • The largest ProShares Ultra MidCap400 buyer in Q4 2025 was Corient Private Wealth, an estimated $247K added.
  • The largest ProShares Ultra MidCap400 seller in Q4 2025 was LTG Capital, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2025.