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ProShares Ultra Russell2000

35 hedge funds and large institutions have $38.3M invested in ProShares Ultra Russell2000 in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.13% less ownership

Funds ownership: 66.18%47.05% (-19%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

26% less funds holding

Funds holding: 4735 (-12)

54% less capital invested

Capital invested by funds: $82.9M → $38.3M (-$44.6M)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

66% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $3.67M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
35
Holders Change
-12
Holders Change %
-25.53%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
9
Reduced
12
Closed
20
Calls
$1.25M
Puts
$3.67M
Net Calls
-$2.42M
Net Calls Change
+$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$24.3M
Citadel Advisors
2
Citadel Advisors
Florida
$2.8M +$2.42M +73,522 +216%
TRCT
3
Tower Research Capital (TRC)
New York
$1.37M +$1.56M +47,412 +923%
IFWM
4
Institute for Wealth Management
Colorado
$1.13M +$21.2K +644 +2%
HIS
5
Harvest Investment Services
Illinois
$1.01M +$1.08M +32,834 New
FA
6
Forefront Analytics
Pennsylvania
$972K +$377K +11,446 +44%
VF
7
Virtu Financial
New York
$927K -$1.67M -50,880 -59%
SCP
8
Silverleafe Capital Partners
Tennessee
$768K +$614K +18,646 +172%
Goldman Sachs
9
Goldman Sachs
New York
$762K -$2.2M -66,800 -70%
CICI
10
Capital Investment Counsel Inc
North Carolina
$654K
IMC Chicago
11
IMC Chicago
Illinois
$626K +$791K +24,020 New
BA
12
Bard Associates
Illinois
$594K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$460K -$178K -5,408 -23%
SFSIG
14
San Francisco Sentry Investment Group
California
$428K -$15.7K -478 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$343K +$73.9K +2,246 +21%
Jane Street
16
Jane Street
New York
$307K +$388K +11,790 New
Renaissance Technologies
17
Renaissance Technologies
New York
$276K +$171K +5,200 +96%
KA
18
Kovack Advisors
Florida
$272K -$1.32K -40 -0.4%
CA
19
Claro Advisors
Massachusetts
$61K +$47.4K +1,440 New
LFG
20
Larson Financial Group
Missouri
$42K +$52.5K +1,594 New
Morgan Stanley
21
Morgan Stanley
New York
$37K -$437K -13,284 -90%
Simplex Trading
22
Simplex Trading
Illinois
$36K +$39.2K +1,190 +595%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$27K -$1.76M -53,618 -98%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$21K -$155K -4,708 -85%
AG
25
Advisor Group
Arizona
$19K -$194K -5,900 -89%

UWM Hedge Fund Activity: Q4 2018 in Review

35 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q4 2018, worth a combined $38.3M — down 54% from $82.9M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UWM and 8 opened new positions — a net loss of 12 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, adding an estimated $2.42M. The largest seller was Howard Capital Management, exiting entirely with an estimated $17.9M sold.

  • 35 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q4 2018, down from 47 in Q3 2018.
  • Funds reported $38.3M of ProShares Ultra Russell2000 stock for Q4 2018, down 54% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra Russell2000 positions in Q4 2018 and 20 closed out, a net change of -12 holders.
  • The largest ProShares Ultra Russell2000 buyer in Q4 2018 was Citadel Advisors, an estimated $2.42M added.
  • The largest ProShares Ultra Russell2000 seller in Q4 2018 was Howard Capital Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2018.