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ProShares UltraShort Russell2000

27 hedge funds and large institutions have $29.4M invested in ProShares UltraShort Russell2000 in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $596K

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

1.44% more ownership

Funds ownership: 4.04%5.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

16% less funds holding

Funds holding: 3227 (-5)

29% less capital invested

Capital invested by funds: $41.3M → $29.4M (-$11.9M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
10
Reduced
9
Closed
11
Calls
$1.4M
Puts
$596K
Net Calls
+$805K
Net Calls Change
-$840K
Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
1
Blue Zone Wealth Advisors
California
$7.85M +$2.17M +26,496 +39%
JWS
2
Juncture Wealth Strategies
Arizona
$6.61M +$252K +3,088 +4%
Citadel Advisors
3
Citadel Advisors
Florida
$4.33M +$3.92M +47,943 +1,134%
MWM
4
Meridian Wealth Management
Kentucky
$1.63M
BRWA
5
B. Riley Wealth Advisors
Florida
$1.61M +$1.59M +19,400 New
IMC Chicago
6
IMC Chicago
Illinois
$906K -$671K -8,208 -43%
FTUS
7
Flow Traders U.S.
New York
$847K +$476K +5,821 +132%
Jane Street
8
Jane Street
New York
$804K -$1.18M -14,404 -60%
HF
9
HRT Financial
New York
$744K +$330K +4,040 +82%
HIM
10
Hillsdale Investment Management
Ontario, Canada
$705K +$204K +2,500 +42%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$636K -$145K -1,772 -19%
PAM
12
PVG Asset Management
Colorado
$621K +$612K +7,489 New
TSS
13
Two Sigma Securities
New York
$484K -$34K -416 -7%
AWM
14
Apollon Wealth Management
South Carolina
$383K +$378K +4,622 New
Goldman Sachs
15
Goldman Sachs
New York
$379K +$34.8K +426 +10%
AG
16
Appleton Group
Wisconsin
$284K +$15.1K +185 +6%
CS
17
Credit Suisse
Switzerland
$222K +$109K +1,335 +99%
QT
18
Quantbot Technologies
New York
$107K +$105K +1,288 New
Osaic Holdings
19
Osaic Holdings
Arizona
$71K +$20.2K +247 +41%
UBS Group
20
UBS Group
Switzerland
$49.8K +$49.1K +600 New
Bank of America
21
Bank of America
North Carolina
$40.9K -$223K -2,728 -85%
NA
22
NewEdge Advisors
Louisiana
$39K +$38.4K +470 New
Morgan Stanley
23
Morgan Stanley
New York
$24.9K -$50K -612 -67%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$8.69K -$127K -1,558 -94%
JP Morgan Chase
25
JP Morgan Chase
New York
$1K -$60.7K -743 -98%

TWM Hedge Fund Activity: Q4 2022 in Review

27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Russell2000 (TWM) for Q4 2022, worth a combined $29.4M — down 29% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TWM and 6 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, adding an estimated $3.92M. The largest seller was Soviero Asset Management, exiting entirely with an estimated $13.6M sold.

  • 27 institutional investors held ProShares UltraShort Russell2000 (TWM) as of Q4 2022, down from 32 in Q3 2022.
  • Funds reported $29.4M of ProShares UltraShort Russell2000 stock for Q4 2022, down 29% quarter-over-quarter.
  • 6 funds opened new ProShares UltraShort Russell2000 positions in Q4 2022 and 11 closed out, a net change of -5 holders.
  • The largest ProShares UltraShort Russell2000 buyer in Q4 2022 was Citadel Advisors, an estimated $3.92M added.
  • The largest ProShares UltraShort Russell2000 seller in Q4 2022 was Soviero Asset Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2022.