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ProShares UltraShort Russell2000

23 hedge funds and large institutions have $20.7M invested in ProShares UltraShort Russell2000 in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1.28% less ownership

Funds ownership: 5.48%4.2% (-1.3%)

15% less funds holding

Funds holding: 2723 (-4)

30% less capital invested

Capital invested by funds: $29.4M → $20.7M (-$8.69M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

54% less call options, than puts

Call options by funds: $998K | Put options by funds: $2.16M

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
7
Reduced
7
Closed
10
Calls
$998K
Puts
$2.16M
Net Calls
-$1.17M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
1
Blue Zone Wealth Advisors
California
$7.4M +$64.6K +867 +0.9%
JWS
2
Juncture Wealth Strategies
Arizona
$5.89M -$273K -3,664 -5%
Citadel Advisors
3
Citadel Advisors
Florida
$2.08M -$1.89M -25,364 -49%
MWM
4
Meridian Wealth Management
Kentucky
$1.53M
HIM
5
Hillsdale Investment Management
Ontario, Canada
$620K -$37.2K -500 -6%
IMC Chicago
6
IMC Chicago
Illinois
$609K -$228K -3,066 -28%
TSS
7
Two Sigma Securities
New York
$430K -$20.7K -278 -5%
UBS Group
8
UBS Group
Switzerland
$353K +$295K +3,956 +659%
Simplex Trading
9
Simplex Trading
Illinois
$330K +$318K +4,270 New
AG
10
Appleton Group
Wisconsin
$327K +$58.8K +789 +23%
Morgan Stanley
11
Morgan Stanley
New York
$282K +$249K +3,343 +1,114%
Squarepoint
12
Squarepoint
New York
$277K +$266K +3,575 New
VAM
13
Verity Asset Management
North Carolina
$216K +$208K +2,793 New
NA
14
NewEdge Advisors
Louisiana
$197K +$154K +2,070 +440%
QT
15
Quantbot Technologies
New York
$93.5K -$6.11K -82 -6%
TRCT
16
Tower Research Capital (TRC)
New York
$38K +$36.1K +485 New
IA
17
IFP Advisors
Florida
$13.5K +$11.9K +160 New
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$8.12K
Osaic Holdings
19
Osaic Holdings
Arizona
$4.17K -$59.6K -801 -94%
JP Morgan Chase
20
JP Morgan Chase
New York
$3K +$2.01K +27 +180%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$2.22K +$1.49K +20 +222%
HT
22
Headlands Technologies
Illinois
$1.53K +$1.49K +20 New
BRWA
23
B. Riley Wealth Advisors
Florida
-$1.61M -19,400 Closed
FTUS
24
Flow Traders U.S.
New York
-$847K -10,215 Closed
Jane Street
25
Jane Street
New York
-$804K -9,688 Closed

TWM Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Russell2000 (TWM) for Q1 2023, worth a combined $20.7M — down 30% from $29.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TWM and 6 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Simplex Trading, opening a new position worth an estimated $318K. The largest seller was Citadel Advisors, cutting an estimated $1.89M.

  • 23 institutional investors held ProShares UltraShort Russell2000 (TWM) as of Q1 2023, down from 27 in Q4 2022.
  • Funds reported $20.7M of ProShares UltraShort Russell2000 stock for Q1 2023, down 30% quarter-over-quarter.
  • 6 funds opened new ProShares UltraShort Russell2000 positions in Q1 2023 and 10 closed out, a net change of -4 holders.
  • The largest ProShares UltraShort Russell2000 buyer in Q1 2023 was Simplex Trading, an estimated $318K added.
  • The largest ProShares UltraShort Russell2000 seller in Q1 2023 was Citadel Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2023.