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ProShares Ultra Russell2000

24 hedge funds and large institutions have $11.2M invested in ProShares Ultra Russell2000 in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $3.84M | Put options by funds: $2.49M

27.04% less ownership

Funds ownership: 61.86%34.83% (-27%)

43% less funds holding

Funds holding: 4224 (-18)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

64% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 25

84% less capital invested

Capital invested by funds: $68.2M → $11.2M (-$57.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
24
Holders Change
-18
Holders Change %
-42.86%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
4
Reduced
8
Closed
25
Calls
$3.84M
Puts
$2.49M
Net Calls
+$1.35M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$3.33M +$6.38M +202,740 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.32M +$1.8M +57,366 +68%
TRCT
3
Tower Research Capital (TRC)
New York
$1.22M +$140K +4,466 +6%
FTUS
4
Flow Traders U.S.
New York
$739K +$1.42M +45,004 New
IFWM
5
Institute for Wealth Management
Colorado
$618K -$109K -3,472 -8%
IMC Chicago
6
IMC Chicago
Illinois
$453K +$867K +27,560 New
Simplex Trading
7
Simplex Trading
Illinois
$447K +$828K +26,326 +2,819%
FA
8
Forefront Analytics
Pennsylvania
$402K -$298K -9,476 -28%
CICI
9
Capital Investment Counsel Inc
North Carolina
$383K -$9.44K -300 -1%
CC
10
Cedar Capital
Illinois
$324K -$4.56M -144,806 -88%
SFSIG
11
San Francisco Sentry Investment Group
California
$265K -$6.17K -196 -1%
HIS
12
Harvest Investment Services
Illinois
$234K -$432K -13,746 -49%
BA
13
Bard Associates
Illinois
$230K -$132K -4,200 -23%
Morgan Stanley
14
Morgan Stanley
New York
$60K +$29.3K +932 +35%
JP Morgan Chase
15
JP Morgan Chase
New York
$34K +$64.2K +2,042 New
Bank of America
16
Bank of America
North Carolina
$28K +$52.7K +1,676 New
LFG
17
Larson Financial Group
Missouri
$26K
Osaic Holdings
18
Osaic Holdings
Arizona
$16K +$30.6K +972 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11K -$1.98M -62,960 -99%
PCM
20
Prelude Capital Management
New York
$7K +$13.2K +420 New
PA
21
Parallel Advisors
California
$6K
CIAS
22
Capital Investment Advisory Services
North Carolina
$1K
FI
23
FormulaFolio Investments
Michigan
-$34.1M -886,446 Closed
IAN
24
Integrated Advisors Network
Texas
-$3.46M -89,888 Closed
HCM
25
Howard Capital Management
Georgia
-$3.48M -81,076 Closed

UWM Hedge Fund Activity: Q1 2020 in Review

24 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q1 2020, worth a combined $11.2M — down 84% from $68.2M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UWM and 9 opened new positions — a net loss of 16 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.38M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $34.1M sold.

  • 24 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q1 2020, down from 42 in Q4 2019.
  • Funds reported $11.2M of ProShares Ultra Russell2000 stock for Q1 2020, down 84% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Russell2000 positions in Q1 2020 and 25 closed out, a net change of -16 holders.
  • The largest ProShares Ultra Russell2000 buyer in Q1 2020 was Citadel Advisors, an estimated $6.38M added.
  • The largest ProShares Ultra Russell2000 seller in Q1 2020 was FormulaFolio Investments, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2020.