ProShares UltraPro MidCap400
UMDD
6 hedge funds and large institutions have $699K invested in ProShares UltraPro MidCap400 in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
27% more capital invested
Capital invested by funds: $549K → $699K (+$150K)
0.49% more ownership
Funds ownership: 2.11% → 2.6% (+0.49%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$518K |
| 2 |
CG
Cutler Group
San Francisco,
California
|
+$9.32K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$7.79K |
| 4 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$4.03K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$295K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$37K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$33.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCWM
1
Cassaday & Co Wealth Management
Mclean,
Virginia
| $478K | +$518K | +25,737 | New |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $155K | -$33.3K | -1,656 | -17% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $23.5K | +$7.79K | +387 | +44% |
|
|
HFS
4
Hantz Financial Services
Southfield,
Michigan
| $23K | +$4.03K | +200 | +19% |
|
|
CG
5
Cutler Group
San Francisco,
California
| $17K | +$9.32K | +463 | +93% |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.23K | +$2.42K | +120 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$295K | -16,802 | Closed |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| – | -$37K | -300 | Closed |
|
UMDD Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro MidCap400 (UMDD) for Q1 2023, worth a combined $699K — up 27% from $549K a quarter earlier.
Fund positioning in UMDD was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Cassaday & Co Wealth Management, opening a new position worth an estimated $518K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $295K sold.
- 6 institutional investors held ProShares UltraPro MidCap400 (UMDD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $699K of ProShares UltraPro MidCap400 stock for Q1 2023, up 27% quarter-over-quarter.
- 2 funds opened new ProShares UltraPro MidCap400 positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest ProShares UltraPro MidCap400 buyer in Q1 2023 was Cassaday & Co Wealth Management, an estimated $518K added.
- The largest ProShares UltraPro MidCap400 seller in Q1 2023 was Susquehanna International Group, an estimated $295K sold.
Based on aggregated 13F filings for Q1 2023.