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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.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 6 → 8 (+2)

2% more capital invested

Capital invested by funds: $259K → $264K (+$5.01K)

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

Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$17K

Top Buyers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
+$41.6K
2
VWM
Venturi Wealth Management
Texas
+$2.58K
3
Morgan Stanley
Morgan Stanley
New York
+$18

Top Sellers

Rank Fund Capital Flow
1
CG
Cutler Group
California
-$59.6K
2
UBS Group
UBS Group
Switzerland
-$23.3K
3
TRCT
Tower Research Capital (TRC)
New York
-$20.4K

UMDD Hedge Fund Activity: Q4 2023 in Review

8 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro MidCap400 (UMDD) for Q4 2023, worth a combined $264K — up 1.9% 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 1.9% 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.