ProShares UltraPro MidCap400
UMDD
8 hedge funds and large institutions have $264K invested in ProShares UltraPro MidCap400 in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
2% more capital invested
Capital invested by funds: $259K → $264K (+$5.06K)
0.2% less ownership
Funds ownership: 1.06% → 0.85% (-0.2%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$41.6K |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$2.58K |
| 3 |
Morgan Stanley
New York
|
+$53 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Cutler Group
San Francisco,
California
|
-$59.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$23.3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$20.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $119K | -$20.4K | -1,166 | -18% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $52.9K | +$41.6K | +2,372 | New |
|
|
CG
3
Cutler Group
San Francisco,
California
| $51K | -$59.6K | -3,400 | -60% |
|
|
HFS
4
Hantz Financial Services
Southfield,
Michigan
| $28K | – | – | – |
|
5
Qube Research & Technologies (QRT)
London,
United Kingdom
| $5.33K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $4.2K | -$23.3K | -1,330 | -88% |
|
|
VWM
7
Venturi Wealth Management
Austin,
Texas
| $3.29K | +$2.58K | +147 | New |
|
|
8
Morgan Stanley
New York
| $96 | +$53 | +3 | +300% |
|
UMDD Hedge Fund Activity: Q4 2023 in Review
8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro MidCap400 (UMDD) for Q4 2023, worth a combined $264K — up 2% from $259K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UMDD positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $41.6K. The largest seller was Cutler Group, cutting an estimated $59.6K.
- 8 institutional investors held ProShares UltraPro MidCap400 (UMDD) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $264K of ProShares UltraPro MidCap400 stock for Q4 2023, up 2% quarter-over-quarter.
- 2 funds opened new ProShares UltraPro MidCap400 positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest ProShares UltraPro MidCap400 buyer in Q4 2023 was Advisory Services Network, an estimated $41.6K added.
- The largest ProShares UltraPro MidCap400 seller in Q4 2023 was Cutler Group, an estimated $59.6K sold.
Based on aggregated 13F filings for Q4 2023.