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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$136M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$16.5M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$14.5M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$8.91M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$4.24M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$2.47M |
| 3 |
CICI
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
-$389K |
| 4 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$304K |
| 5 |
CCP
Clarity Capital Partners
Newport Beach,
California
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
76
Lindbrook Capital
Calabasas,
California
| – | -$11.8K | -275 | Closed |
|
|
SIS
77
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$10.7K | -250 | Closed |
|
|
SS
78
Sunbelt Securities
Houston,
Texas
| – | -$9.62K | -224 | Closed |
|
79
Bank of America
Charlotte,
North Carolina
| – | -$1.2K | -28 | Closed |
|
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.