ProShares Ulta SmallCap600
9 hedge funds and large institutions have $15.3M invested in ProShares Ulta SmallCap600 in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
1
Closed
5
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2K
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
LC
1
LTG Capital
Newton,
Massachusetts
| $8.28M | -$1.34M | -54,998 | -14% |
|
|
TWM
2
Tradition Wealth Management
Edina,
Minnesota
| $6.6M | – | – | – |
|
|
CPA
3
Cardiff Park Advisors
Carlsbad,
California
| $201K | +$64.5K | +2,542 | +47% |
|
4
Zurich Cantonal Bank
Zurich,
Switzerland
| $88.1K | +$88.1K | +3,510 | New |
|
|
TFA
5
Toth Financial Advisory
Leesburg,
Virginia
| $42K | +$18.6K | +733 | +80% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $31.8K | +$25 | +1 | +0.1% |
|
7
CIBC Private Wealth Group
Atlanta,
Georgia
| $12.4K | +$12.4K | +500 | New |
|
8
UBS Group
Zurich,
Switzerland
| $6.81K | +$6.81K | +268 | New |
|
|
FIM
9
Fernwood Investment Management
Quincy,
Massachusetts
| $6.35K | +$6.35K | +250 | New |
|
10
Wells Fargo
San Francisco,
California
| $11 | -$25 | -1 | Closed |
|
|
CG
11
Cutler Group
San Francisco,
California
| – | -$2K | -100 | Closed |
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -51 | Closed |
|
13
Fidelity Investments
Boston,
Massachusetts
| – | -$75 | -3 | Closed |
|
14
Morgan Stanley
New York
| – | -$64 | -2 | Closed |
|