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ProShares Ultra Russell2000

38 hedge funds and large institutions have $41.7M invested in ProShares Ultra Russell2000 in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 45.64%46.55% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less capital invested

Capital invested by funds: $47.5M → $41.7M (-$5.8M)

16% less funds holding

Funds holding: 4538 (-7)

31% less call options, than puts

Call options by funds: $7.94M | Put options by funds: $11.6M

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
38
Holders Change
-7
Holders Change %
-15.56%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
6
Reduced
15
Closed
14
Calls
$7.94M
Puts
$11.6M
Net Calls
-$3.63M
Net Calls Change
-$621K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$13.4M +$5.77M +160,250 +71%
PFG
2
Piershale Financial Group
Illinois
$4.96M +$5.41M +150,134 New
Goldman Sachs
3
Goldman Sachs
New York
$3.38M +$9.87K +274 +0.3%
Citadel Advisors
4
Citadel Advisors
Florida
$2.45M -$146K -4,052 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.31M -$210K -5,832 -8%
OIM
6
Orca Investment Management
Oregon
$1.69M -$595K -16,512 -25%
TSS
7
Two Sigma Securities
New York
$1.47M +$1.53M +42,498 New
IFWM
8
Institute for Wealth Management
Colorado
$1.38M -$48.5K -1,346 -3%
DSN
9
D. Scott Neal
Kentucky
$1.26M -$211K -5,872 -14%
FI
10
FormulaFolio Investments
Michigan
$1.12M +$749K +20,794 +181%
BA
11
Bard Associates
Illinois
$1.05M -$86.4K -2,400 -7%
Wolverine Trading
12
Wolverine Trading
Illinois
$1.04M +$1.08M +29,888 New
FA
13
Forefront Analytics
Pennsylvania
$902K -$603K -16,742 -39%
CICI
14
Capital Investment Counsel Inc
North Carolina
$873K
Jane Street
15
Jane Street
New York
$743K +$772K +21,434 New
SFSIG
16
San Francisco Sentry Investment Group
California
$608K
TRCT
17
Tower Research Capital (TRC)
New York
$520K -$2.52M -69,966 -82%
KA
18
Kovack Advisors
Florida
$358K
AP
19
Advisors Preferred
Maryland
$355K +$369K +10,244 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$354K -$18.2K -506 -5%
SCP
21
Silverleafe Capital Partners
Tennessee
$339K +$220K +6,104 +166%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$263K +$273K +7,590 New
VCA
23
Verdence Capital Advisors
Maryland
$244K
Simplex Trading
24
Simplex Trading
Illinois
$162K +$169K +4,686 New
GWM
25
Geneos Wealth Management
Colorado
$124K

UWM Hedge Fund Activity: Q1 2018 in Review

38 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q1 2018, worth a combined $41.7M — down 12% from $47.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UWM and 8 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Howard Capital Management, adding an estimated $5.77M. The largest seller was Cedar Capital, exiting entirely with an estimated $4.51M sold.

  • 38 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q1 2018, down from 45 in Q4 2017.
  • Funds reported $41.7M of ProShares Ultra Russell2000 stock for Q1 2018, down 12% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Russell2000 positions in Q1 2018 and 14 closed out, a net change of -6 holders.
  • The largest ProShares Ultra Russell2000 buyer in Q1 2018 was Howard Capital Management, an estimated $5.77M added.
  • The largest ProShares Ultra Russell2000 seller in Q1 2018 was Cedar Capital, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2018.