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ProShares UltraPro Russell2000

24 hedge funds and large institutions have $14.7M invested in ProShares UltraPro Russell2000 in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $7.58M | Put options by funds: $4.18M

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 2424 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

1.4% less ownership

Funds ownership: 8.66%7.26% (-1.4%)

16% less capital invested

Capital invested by funds: $17.4M → $14.7M (-$2.71M)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
6
Closed
7
Calls
$7.58M
Puts
$4.18M
Net Calls
+$3.4M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$3.04M +$165K +3,827 +5%
TFA
2
Toth Financial Advisory
Virginia
$2.59M +$113K +2,616 +4%
TRCT
3
Tower Research Capital (TRC)
New York
$2.39M +$1.03M +23,813 +60%
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.83M -$231K -5,362 -10%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$960K -$1.61M -37,294 -60%
KL
6
KWMG LLC
Kansas
$692K
Goldman Sachs
7
Goldman Sachs
New York
$612K +$697K +16,165 New
CCWM
8
Cassaday & Co Wealth Management
Virginia
$571K +$650K +15,077 New
Jane Street
9
Jane Street
New York
$497K +$71.6K +1,661 +14%
MFA
10
Millington Financial Advisors
Illinois
$401K -$40K -929 -8%
Bank of America
11
Bank of America
North Carolina
$373K -$4.4M -102,012 -91%
Vontobel Holding
12
Vontobel Holding
Switzerland
$296K +$338K +7,834 New
Simplex Trading
13
Simplex Trading
Illinois
$142K +$163K +3,773 New
UBS Group
14
UBS Group
Switzerland
$98.6K +$58.9K +1,366 +110%
SFG
15
Steward Financial Group
Texas
$70K -$129 -3 -0.2%
AIP
16
Ahrens Investment Partners
Louisiana
$34.1K +$38.8K +900 New
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$33.5K -$103K -2,380 -73%
ASN
18
Advisory Services Network
Georgia
$19.3K +$7.07K +164 +48%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K
PFBT
20
Parkside Financial Bank & Trust
Missouri
$11.1K +$12.7K +294 New
Zurich Cantonal Bank
21
Zurich Cantonal Bank
Switzerland
$11K
JP Morgan Chase
22
JP Morgan Chase
New York
$5K +$6.03K +140 New
EWP
23
Elevation Wealth Partners
California
$1.97K +$2.24K +52 New
US Bancorp
24
US Bancorp
Minnesota
$189
Morgan Stanley
25
Morgan Stanley
New York
-$54.5K -1,452 Closed

URTY Hedge Fund Activity: Q1 2023 in Review

24 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares UltraPro Russell2000 (URTY) for Q1 2023, worth a combined $14.7M — down 16% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new URTY positions and 7 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $1.03M. The largest seller was Bank of America, cutting an estimated $4.4M.

  • 24 institutional investors held ProShares UltraPro Russell2000 (URTY) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $14.7M of ProShares UltraPro Russell2000 stock for Q1 2023, down 16% quarter-over-quarter.
  • 8 funds opened new ProShares UltraPro Russell2000 positions in Q1 2023 and 7 closed out, a net change of +1 holder.
  • The largest ProShares UltraPro Russell2000 buyer in Q1 2023 was Tower Research Capital (TRC), an estimated $1.03M added.
  • The largest ProShares UltraPro Russell2000 seller in Q1 2023 was Bank of America, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2023.