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ProShares Ultra Russell2000
UWM

41 hedge funds and large institutions have $22.8M invested in ProShares Ultra Russell2000 in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $1.85M

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

24% more funds holding

Funds holding: 33 → 41 (+8)

24% more capital invested

Capital invested by funds: $18.3M → $22.8M (+$4.44M)

1.44% less ownership

Funds ownership: 9.29% → 7.85% (-1.4%)

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
6
Closed
8
Calls
$4.27M
Puts
$1.85M
Net Calls
+$2.42M
Net Calls Change
+$1.68M

Top Buyers

1
ACP
Aveo Capital Partners
Colorado
+$5.03M
2
QC
Quadrature Capital
United Kingdom
+$2.35M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$1.17M
4
TFA
Toth Financial Advisory
Virginia
+$631K
5
Simplex Trading
Simplex Trading
Illinois
+$354K

Top Sellers

1
RAM
Revere Asset Management
Texas
-$2.79M
2
GS
GTS Securities
New York
-$1.9M
3
IMC Chicago
IMC Chicago
Illinois
-$1.6M
4
Squarepoint
Squarepoint
New York
-$821K
5
UBS Group
UBS Group
Switzerland
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
26
Peterson Financial Group
Iowa
$147K +$139K +3,421 New
LFG
27
Larson Financial Group
Missouri
$112K +$40.9K +1,003 +63%
Morgan Stanley
28
Morgan Stanley
New York
$110K +$104K +2,557 +127,850%
GWM
29
Geneos Wealth Management
Colorado
$93.5K -$38.5K -945 -30%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$62.7K – – –
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.5K +$30.7K +754 New
FNWA
32
Financial Network Wealth Advisors
Utah
$14K – – –
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$12.1K +$11.5K +281 New
LC
34
Lindbrook Capital
California
$11.8K +$11.2K +275 New
SIS
35
Strategic Investment Solutions
Illinois
$10.7K +$10.2K +250 New
SS
36
Sunbelt Securities
Texas
$9.62K – – –
WT
37
Whittier Trust
California
$8.59K +$8.15K +200 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$4.29K – – –
AssetMark Inc
39
AssetMark Inc
California
$2.15K +$2.04K +50 New
Bank of America
40
Bank of America
North Carolina
$1.2K +$1.14K +28 New
HNB
41
Huntington National Bank
Ohio
$43 – – –
Wells Fargo
42
Wells Fargo
California
$35 +$41 +1 New
RAM
43
Revere Asset Management
Texas
– -$2.79M -74,946 Closed
GS
44
GTS Securities
New York
– -$1.9M -46,548 Closed
IMC Chicago
45
IMC Chicago
Illinois
– -$1.6M -43,058 Closed
Squarepoint
46
Squarepoint
New York
– -$821K -22,043 Closed
UBS Group
47
UBS Group
Switzerland
– -$659K -17,709 Closed
IWP
48
Innova Wealth Partners
Pennsylvania
– -$562K -15,094 Closed
Renaissance Technologies
49
Renaissance Technologies
New York
– -$450K -12,100 Closed
CP
50
Castleview Partners
Texas
– -$186 -5 Closed
1
2

UWM Hedge Fund Activity: Q3 2024 in Review

41 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q3 2024, worth a combined $22.8M — up 24% from $18.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UWM positions and 8 closed out — a net gain of 8 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $5.03M. The largest seller was Revere Asset Management, exiting entirely with an estimated $2.79M sold.

  • 41 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $22.8M of ProShares Ultra Russell2000 stock for Q3 2024, up 24% quarter-over-quarter.
  • 16 funds opened new ProShares Ultra Russell2000 positions in Q3 2024 and 8 closed out, a net change of +8 holders.
  • The largest ProShares Ultra Russell2000 buyer in Q3 2024 was Aveo Capital Partners, an estimated $5.03M added.
  • The largest ProShares Ultra Russell2000 seller in Q3 2024 was Revere Asset Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2024.