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ProShares Ultra Russell2000
UWM

43 hedge funds and large institutions have $43.5M invested in ProShares Ultra Russell2000 in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $1.55M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% less funds holding

Funds holding: 54 → 43 (-11)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

35.02% less ownership

Funds ownership: 51.35% → 16.33% (-35%)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

75% less capital invested

Capital invested by funds: $172M → $43.5M (-$129M)

Holders
43
Holders Change
-11
Holders Change %
-20.37%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
9
Reduced
12
Closed
28
Calls
$3.73M
Puts
$1.55M
Net Calls
+$2.18M
Net Calls Change
+$680K

Top Buyers

1
CFIM
Client First Investment Management
Wisconsin
+$4.59M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.43M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.39M
4
GVCM
Global View Capital Management
Wisconsin
+$1.12M
5
Jane Street
Jane Street
New York
+$556K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$105M
2
PCS
Personal CFO Solutions
New Jersey
-$12.2M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$9.48M
4
PAS
Park Avenue Securities
New York
-$7.54M
5
SW
Simplicity Wealth
New Jersey
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.9M -$105M -2,486,880 -91%
CFIM
2
Client First Investment Management
Wisconsin
$5.04M +$4.59M +108,750 New
CWM
3
Crowley Wealth Management
Delaware
$3.31M +$91.1K +2,160 +3%
TFA
4
Toth Financial Advisory
Virginia
$3.22M +$481K +11,394 +20%
CICI
5
Capital Investment Counsel Inc
North Carolina
$2.37M -$110K -2,598 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.14M +$452K +10,723 +30%
CIAS
7
Capital Investment Advisory Services
North Carolina
$1.77M +$1.43M +33,800 +786%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$1.52M +$1.39M +32,882 New
IMC Chicago
9
IMC Chicago
Illinois
$1.44M -$152K -3,614 -10%
TRCT
10
Tower Research Capital (TRC)
New York
$1.35M -$758K -17,977 -38%
GVCM
11
Global View Capital Management
Wisconsin
$1.23M +$1.12M +26,516 New
IAN
12
Integrated Advisors Network
Texas
$1.02M +$352K +8,347 +61%
BA
13
Bard Associates
Illinois
$818K -$13.1K -310 -2%
Jane Street
14
Jane Street
New York
$611K +$556K +13,176 New
IFG
15
Independent Financial Group
California
$553K +$503K +11,918 New
FA
16
Fedenia Advisers
Wisconsin
$458K +$417K +9,880 New
BCI
17
Brinker Capital Investments
Pennsylvania
$455K -$78.4K -1,858 -16%
CCWM
18
Cassaday & Co Wealth Management
Virginia
$431K – – –
HIS
19
Harvest Investment Services
Illinois
$419K -$45.9K -1,088 -11%
PCMH
20
Polymer Capital Management (HK)
Hong Kong
$417K +$380K +9,000 New
HHRDM
21
H&H Retirement Design & Management
Nevada
$374K +$339K +8,032 New
SW
22
Simplicity Wealth
New Jersey
$372K -$4.66M -110,592 -93%
FA
23
Forefront Analytics
Pennsylvania
$368K +$1.6K +38 +0.5%
FWP
24
Forefront Wealth Partners
Texas
$368K +$335K +7,945 New
VCA
25
Verdence Capital Advisors
Maryland
$320K -$22.1K -525 -7%
1
2 3

UWM Hedge Fund Activity: Q3 2025 in Review

43 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Russell2000 (UWM) for Q3 2025, worth a combined $43.5M — down 75% from $172M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UWM and 17 opened new positions — a net loss of 11 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Client First Investment Management, opening a new position worth an estimated $4.59M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 43 institutional investors held ProShares Ultra Russell2000 (UWM) as of Q3 2025, down from 54 in Q2 2025.
  • Funds reported $43.5M of ProShares Ultra Russell2000 stock for Q3 2025, down 75% quarter-over-quarter.
  • 17 funds opened new ProShares Ultra Russell2000 positions in Q3 2025 and 28 closed out, a net change of -11 holders.
  • The largest ProShares Ultra Russell2000 buyer in Q3 2025 was Client First Investment Management, an estimated $4.59M added.
  • The largest ProShares Ultra Russell2000 seller in Q3 2025 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2025.