We are live on ! Find out more
TWM icon

ProShares UltraShort Russell2000

20 hedge funds and large institutions have $16.8M invested in ProShares UltraShort Russell2000 in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $5.45M | Put options by funds: $1.08M

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $13M → $16.8M (+$3.82M)

25% more funds holding

Funds holding: 1620 (+4)

0.28% more ownership

Funds ownership: 2.51%2.79% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
3
Reduced
5
Closed
6
Calls
$5.45M
Puts
$1.08M
Net Calls
+$4.37M
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
1
Blue Zone Wealth Advisors
California
$7.44M -$9.08K -130 -0.1%
JWS
2
Juncture Wealth Strategies
Arizona
$2.82M +$2.53M +36,164 New
IMC Chicago
3
IMC Chicago
Illinois
$1.4M +$1.26M +17,998 New
MWM
4
Meridian Wealth Management
Kentucky
$1.37M
GS
5
GTS Securities
New York
$682K -$851K -12,184 -58%
HIM
6
Hillsdale Investment Management
Ontario, Canada
$531K -$140K -2,000 -23%
TSS
7
Two Sigma Securities
New York
$522K +$467K +6,689 New
TRCT
8
Tower Research Capital (TRC)
New York
$449K +$201K +2,872 +100%
AG
9
Appleton Group
Wisconsin
$389K +$348K +4,983 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$322K +$288K +4,126 New
NA
11
NewEdge Advisors
Louisiana
$190K
HF
12
HRT Financial
New York
$187K +$168K +2,403 New
Morgan Stanley
13
Morgan Stanley
New York
$144K +$83.4K +1,194 +184%
HT
14
Headlands Technologies
Illinois
$132K -$130K -1,857 -52%
UBS Group
15
UBS Group
Switzerland
$101K -$262K -3,754 -74%
Lazard Asset Management
16
Lazard Asset Management
New York
$78K +$69.9K +1,000 New
TC
17
Truvestments Capital
Florida
$15.1K +$13.5K +193 New
CG
18
Cutler Group
California
$4K +$1.4K +20 +50%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$1.56K +$1.4K +20 New
Bank of America
20
Bank of America
North Carolina
$671 +$629 +9 New
JP Morgan Chase
21
JP Morgan Chase
New York
$16 -$210 -3 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$1.2M -17,115 Closed
Squarepoint
23
Squarepoint
New York
-$427K -6,118 Closed
Jane Street
24
Jane Street
New York
-$257K -3,680 Closed
QT
25
Quantbot Technologies
New York
-$103K -1,481 Closed

TWM Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraShort Russell2000 (TWM) for Q3 2023, worth a combined $16.8M — up 29% from $13M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TWM positions and 6 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Juncture Wealth Strategies, opening a new position worth an estimated $2.53M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.2M sold.

  • 20 institutional investors held ProShares UltraShort Russell2000 (TWM) as of Q3 2023, up from 16 in Q2 2023.
  • Funds reported $16.8M of ProShares UltraShort Russell2000 stock for Q3 2023, up 29% quarter-over-quarter.
  • 10 funds opened new ProShares UltraShort Russell2000 positions in Q3 2023 and 6 closed out, a net change of +4 holders.
  • The largest ProShares UltraShort Russell2000 buyer in Q3 2023 was Juncture Wealth Strategies, an estimated $2.53M added.
  • The largest ProShares UltraShort Russell2000 seller in Q3 2023 was Citadel Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2023.