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ProShares Ultra Russell2000
UWM

43 hedge funds and large institutions have $43.5M invested in ProShares Ultra Russell2000 in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $1.55M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% less funds holding

Funds holding: 54 → 43 (-11)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

35.02% less ownership

Funds ownership: 51.35% → 16.33% (-35%)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

75% less capital invested

Capital invested by funds: $172M → $43.5M (-$129M)

Holders
43
Holders Change
-11
Holders Change %
-20.37%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
9
Reduced
12
Closed
28
Calls
$3.73M
Puts
$1.55M
Net Calls
+$2.18M
Net Calls Change
+$680K

Top Buyers

1
CFIM
Client First Investment Management
Wisconsin
+$4.59M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.43M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.39M
4
GVCM
Global View Capital Management
Wisconsin
+$1.12M
5
Jane Street
Jane Street
New York
+$556K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$105M
2
PCS
Personal CFO Solutions
New Jersey
-$12.2M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$9.48M
4
PAS
Park Avenue Securities
New York
-$7.54M
5
SW
Simplicity Wealth
New Jersey
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Meridian Wealth Management
Kentucky
$237K +$215K +5,107 New
KWM
27
Kingsview Wealth Management
Oregon
$228K +$207K +4,919 New
SCP
28
Silverleafe Capital Partners
Tennessee
$227K +$206K +4,892 New
Bank of America
29
Bank of America
North Carolina
$120K +$109K +2,596 New
TSMHT
30
Thurston Springer Miller Herd & Titak
Indiana
$84K +$11.6K +276 +18%
LFG
31
Larson Financial Group
Missouri
$74.5K +$337 +8 +0.5%
HWA
32
HHM Wealth Advisors
Tennessee
$64.9K – – –
NC
33
North Capital
Utah
$58K +$52.8K +1,251 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$52K +$47.1K +1,117 New
GWM
35
Geneos Wealth Management
Colorado
$39.2K -$1.05K -25 -3%
UBS Group
36
UBS Group
Switzerland
$38.6K +$35K +831 +41,550%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$30.6K -$33.7K -800 -55%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$18.5K +$16.9K +400 New
IA
39
IFP Advisors
Florida
$18.5K +$16.9K +400 New
FNWA
40
Financial Network Wealth Advisors
Utah
$15.1K – – –
WT
41
Whittier Trust
California
$11.2K – – –
Morgan Stanley
42
Morgan Stanley
New York
$81 -$1.1K -26 -96%
Wells Fargo
43
Wells Fargo
California
$50 – – –
HNB
44
Huntington National Bank
Ohio
$46 – – –
PCS
45
Personal CFO Solutions
New Jersey
– -$12.2M -322,764 Closed
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
– -$9.48M -251,694 Closed
PAS
47
Park Avenue Securities
New York
– -$7.54M -200,268 Closed
AI
48
Atria Investments
North Carolina
– -$4.51M -119,768 Closed
KAS
49
Kestra Advisory Services
Texas
– -$2.8M -74,417 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
– -$2.56M -67,930 Closed
1
2
3

UWM Hedge Fund Activity: Q3 2025 in Review

43 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q3 2025, worth a combined $43.5M — down 75% from $172M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UWM and 17 opened new positions — a net loss of 11 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Client First Investment Management, opening a new position worth an estimated $4.59M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 43 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q3 2025, down from 54 in Q2 2025.
  • Funds reported $43.5M of ProShares Ultra Russell2000 stock for Q3 2025, down 75% quarter-over-quarter.
  • 17 funds opened new ProShares Ultra Russell2000 positions in Q3 2025 and 28 closed out, a net change of -11 holders.
  • The largest ProShares Ultra Russell2000 buyer in Q3 2025 was Client First Investment Management, an estimated $4.59M added.
  • The largest ProShares Ultra Russell2000 seller in Q3 2025 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2025.