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ProShares Ultra Russell2000

36 hedge funds and large institutions have $27.8M invested in ProShares Ultra Russell2000 in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less funds holding

Funds holding: 4536 (-9)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

56% less capital invested

Capital invested by funds: $63.1M → $27.8M (-$35.3M)

63.72% less ownership

Funds ownership: 136.49%72.77% (-64%)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

72% less call options, than puts

Call options by funds: $5.62M | Put options by funds: $19.8M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
36
Holders Change
-9
Holders Change %
-20%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
8
Reduced
17
Closed
14
Calls
$5.62M
Puts
$19.8M
Net Calls
-$14.2M
Net Calls Change
+$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Cutler Group
California
$19K +$6.76K +232 +57%
AG
27
Advisor Group
Arizona
$16K -$630K -21,628 -98%
CFD
28
Creative Financial Designs
Indiana
$15K -$420K -14,436 -97%
Barclays
29
Barclays
United Kingdom
$12K -$298K -10,248 -96%
PA
30
Parallel Advisors
California
$12K +$11.4K +392 +100%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$11K -$585K -20,088 -98%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$10K
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$5K
CCS
34
Crosspoint Capital Strategies
California
$3K +$3.15K +108 New
CC
35
Cedar Capital
Illinois
-$5.5M -190,196 Closed
SG Americas Securities
36
SG Americas Securities
New York
-$2.31M -79,988 Closed
VAM
37
Visionary Asset Management
Texas
-$1.28M -44,412 Closed
CWM
38
Concert Wealth Management
California
-$1.21M -43,496 Closed
WCM
39
Weatherstone Capital Management
Colorado
-$794K -27,480 Closed
Jane Street
40
Jane Street
New York
-$366K -12,556 Closed
FA
41
FDx Advisors
Illinois
-$228K -7,888 Closed
Wolverine Trading
42
Wolverine Trading
Illinois
-$219K -7,524 Closed
AI
43
Atria Investments
North Carolina
-$204K -7,040 Closed
UBS Group
44
UBS Group
Switzerland
-$196K -6,792 Closed
JWA
45
JFS Wealth Advisors
Pennsylvania
-$48K -1,708 Closed
IA
46
IFP Advisors
Florida
-$23K -780 Closed
Bank of America
47
Bank of America
North Carolina
-$15K -524 Closed
AIM
48
Advantage Investment Management
Iowa
-$7K -232 Closed

UWM Hedge Fund Activity: Q2 2017 in Review

36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q2 2017, worth a combined $27.8M — down 56% from $63.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UWM and 5 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Beacon Financial Group, adding an estimated $1.01M. The largest seller was Tower Research Capital (TRC), cutting an estimated $17.1M.

  • 36 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q2 2017, down from 45 in Q1 2017.
  • Funds reported $27.8M of ProShares Ultra Russell2000 stock for Q2 2017, down 56% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Russell2000 positions in Q2 2017 and 14 closed out, a net change of -9 holders.
  • The largest ProShares Ultra Russell2000 buyer in Q2 2017 was Beacon Financial Group, an estimated $1.01M added.
  • The largest ProShares Ultra Russell2000 seller in Q2 2017 was Tower Research Capital (TRC), an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2017.