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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
SPC
51
Sigma Planning Corp
Michigan
$225K +$244K +5,384 New
US Bancorp
52
US Bancorp
Minnesota
$224K +$242K +5,341 New
LCWM
53
Legacy Capital Wealth Management
Texas
$223K +$241K +5,338 New
IFG
54
Independent Financial Group
California
$206K +$222K +4,917 New
FPCP
55
Fort Point Capital Partners
California
$202K -$1.27K -28 -0.6%
NG
56
Novem Group
New York
$202K +$218K +4,821 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$151K – – –
JP Morgan Chase
58
JP Morgan Chase
New York
$130K -$95K -2,100 -40%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$119K +$115K +2,551 +908%
UBS Group
60
UBS Group
Switzerland
$107K +$116K +2,554 New
LFG
61
Larson Financial Group
Missouri
$67K -$45.4K -1,003 -39%
GWM
62
Geneos Wealth Management
Colorado
$61.8K -$31.8K -702 -32%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$61.5K – – –
WT
64
Whittier Trust
California
$9.83K +$1.58K +35 +18%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$8.37K +$9.05K +200 New
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$4.18K – – –
AssetMark Inc
67
AssetMark Inc
California
$2.09K – – –
Wells Fargo
68
Wells Fargo
California
$50 – – –
HNB
69
Huntington National Bank
Ohio
$42 – – –
Corient Private Wealth
70
Corient Private Wealth
Florida
– -$2.47M -57,524 Closed
CCP
71
Clarity Capital Partners
California
– -$219K -5,106 Closed
APSPRSPT
72
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
– -$215K -5,004 Closed
Morgan Stanley
73
Morgan Stanley
New York
– -$110K -2,559 Closed
JFGIW
74
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$32.5K -754 Closed
FNWA
75
Financial Network Wealth Advisors
Utah
– -$14K -326 Closed
1 2
3
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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.