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ProShares Ultra Russell2000

54 hedge funds and large institutions have $172M invested in ProShares Ultra Russell2000 in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

568% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $264K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $159M → $172M (+$13M)

2% more funds holding

Funds holding: 5354 (+1)

1.51% more ownership

Funds ownership: 49.83%51.35% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
16
Reduced
17
Closed
10
Calls
$1.76M
Puts
$264K
Net Calls
+$1.5M
Net Calls Change
+$375K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$103M -$5.79M -174,881 -6%
PCS
2
Personal CFO Solutions
New Jersey
$12.2M -$550K -16,611 -5%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$9.48M -$387K -11,696 -4%
PAS
4
Park Avenue Securities
New York
$7.54M -$1.85M -55,877 -22%
AI
5
Atria Investments
North Carolina
$4.51M +$497K +15,017 +14%
SW
6
Simplicity Wealth
New Jersey
$4.47M +$553K +16,699 +16%
KAS
7
Kestra Advisory Services
Texas
$2.8M -$27.4K -828 -1%
CWM
8
Crowley Wealth Management
Delaware
$2.61M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.56M +$2.25M +67,930 New
TFA
10
Toth Financial Advisory
Virginia
$2.19M +$209K +6,304 +12%
CICI
11
Capital Investment Counsel Inc
North Carolina
$2.02M +$69.6K +2,101 +4%
TRCT
12
Tower Research Capital (TRC)
New York
$1.77M +$586K +17,689 +60%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.33M -$1.1M -33,176 -48%
IMC Chicago
14
IMC Chicago
Illinois
$1.3M -$1.24M -37,365 -52%
PFS
15
Prospera Financial Services
Texas
$997K -$288K -8,701 -25%
GS
16
GWN Securities
Florida
$997K +$443K +13,386 +102%
GS
17
GTS Securities
New York
$983K -$889K -26,840 -51%
AWM
18
Axxcess Wealth Management
California
$919K +$195K +5,873 +32%
WCM
19
WealthBridge Capital Management
Ohio
$833K +$56.9K +1,719 +8%
PAS
20
Parsonex Advisory Services
Colorado
$784K +$690K +20,819 New
Citadel Advisors
21
Citadel Advisors
Florida
$697K +$603K +18,206 +5,930%
BA
22
Bard Associates
Illinois
$677K -$1.82K -55 -0.3%
BRWA
23
B. Riley Wealth Advisors
Florida
$608K +$534K +16,135 New
ACM
24
Absolute Capital Management
Pennsylvania
$605K +$42K +1,269 +9%
IAN
25
Integrated Advisors Network
Texas
$514K +$30.8K +931 +7%

UWM Hedge Fund Activity: Q2 2025 in Review

54 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q2 2025, worth a combined $172M — up 8.2% from $159M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UWM positions and 10 closed out — a net gain of 1 holder — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $2.25M. The largest seller was Envestnet Asset Management, cutting an estimated $5.79M.

  • 54 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q2 2025, up from 53 in Q1 2025.
  • Funds reported $172M of ProShares Ultra Russell2000 stock for Q2 2025, up 8.2% quarter-over-quarter.
  • 11 funds opened new ProShares Ultra Russell2000 positions in Q2 2025 and 10 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Russell2000 buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $2.25M added.
  • The largest ProShares Ultra Russell2000 seller in Q2 2025 was Envestnet Asset Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2025.