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ProShares Ultra Russell2000
UWM

68 hedge funds and large institutions have $237M invested in ProShares Ultra Russell2000 in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

940% more capital invested

Capital invested by funds: $22.8M → $237M (+$214M)

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

214% more call options, than puts

Call options by funds: $5.33M | Put options by funds: $1.7M

66% more funds holding

Funds holding: 41 → 68 (+27)

41.03% more ownership

Funds ownership: 7.85% → 48.88% (+41%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
68
Holders Change
+27
Holders Change %
+65.85%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
11
Reduced
12
Closed
10
Calls
$5.33M
Puts
$1.7M
Net Calls
+$3.63M
Net Calls Change
+$1.21M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$136M
2
PCS
Personal CFO Solutions
New Jersey
+$16.5M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$14.5M
4
PAS
Park Avenue Securities
New York
+$8.91M
5
AI
Atria Investments
North Carolina
+$4.84M

Top Sellers

1
ACP
Aveo Capital Partners
Colorado
-$4.24M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$2.47M
3
CICI
Capital Investment Counsel Inc
North Carolina
-$389K
4
FA
Forefront Analytics
Pennsylvania
-$304K
5
CCP
Clarity Capital Partners
California
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
26
Integrated Advisors Network
Texas
$993K +$628K +13,887 +141%
GVCM
27
Global View Capital Management
Wisconsin
$957K +$1.03M +22,811 New
ACM
28
Absolute Capital Management
Pennsylvania
$954K +$1.03M +22,738 New
Osaic Holdings
29
Osaic Holdings
Arizona
$893K +$965K +21,346 New
WCM
30
WealthBridge Capital Management
Ohio
$764K +$826K +18,262 New
BA
31
Bard Associates
Illinois
$754K -$81.8K -1,808 -9%
CFGS
32
Concourse Financial Group Securities
Alabama
$729K +$740K +16,372 New
VC
33
Veracity Capital
Georgia
$683K +$739K +16,332 New
BRWA
34
B. Riley Wealth Advisors
Florida
$659K +$713K +15,754 New
TSS
35
Two Sigma Securities
New York
$552K +$597K +13,194 New
FMN
36
Financial Management Network
California
$465K +$487K +10,765 New
ACA
37
Aptus Capital Advisors
Alabama
$454K +$490K +10,843 New
CCWM
38
Cassaday & Co Wealth Management
Virginia
$384K – – –
HIS
39
Harvest Investment Services
Illinois
$374K -$9.9K -219 -2%
SCP
40
Silverleafe Capital Partners
Tennessee
$344K +$372K +8,220 New
WEG
41
World Equity Group
Illinois
$335K +$362K +8,000 New
FA
42
Forefront Analytics
Pennsylvania
$330K -$304K -6,721 -46%
FA
43
Fedenia Advisers
Wisconsin
$318K +$343K +7,587 New
TSMHT
44
Thurston Springer Miller Herd & Titak
Indiana
$312K +$8.5K +188 +3%
SAM
45
SP Asset Management
California
$301K -$153K -3,392 -32%
QWM
46
Quadcap Wealth Management
Texas
$298K +$322K +7,115 New
VCA
47
Verdence Capital Advisors
Maryland
$294K – – –
Simplex Trading
48
Simplex Trading
Illinois
$290K -$78.1K -1,727 -20%
KWM
49
Kingsview Wealth Management
Oregon
$272K -$3.57K -79 -1%
PS
50
Principal Securities
Iowa
$240K +$260K +5,744 New
1
2
3 4

UWM Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q4 2024, worth a combined $237M — up 940% from $22.8M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UWM positions and 10 closed out — a net gain of 28 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $136M. The largest seller was Aveo Capital Partners, cutting an estimated $4.24M.

  • 68 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q4 2024, up from 41 in Q3 2024.
  • Funds reported $237M of ProShares Ultra Russell2000 stock for Q4 2024, up 940% quarter-over-quarter.
  • 38 funds opened new ProShares Ultra Russell2000 positions in Q4 2024 and 10 closed out, a net change of +28 holders.
  • The largest ProShares Ultra Russell2000 buyer in Q4 2024 was Envestnet Asset Management, an estimated $136M added.
  • The largest ProShares Ultra Russell2000 seller in Q4 2024 was Aveo Capital Partners, an estimated $4.24M sold.

Based on aggregated 13F filings for Q4 2024.