ProShares Ultra MidCap400 (MVV) Institutional Ownership

$66.42
+0.01 (+0.02%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for ProShares Ultra MidCap400 (NYSEARCA:MVV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$19.42M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$49.58K
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MVV Institutional Buying and Selling by Quarter

ProShares Ultra MidCap400 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Kingsview Wealth Management LLC8,123$555K0.0%N/A0.373%
4/30/2024 Norden Group LLC73,651$5.03M0.4%+1,320.2%3.378%
4/19/2024 Norden Group LLC73,651$5.03M0.1%+1,320.2%3.303%
2/12/2024 Harvest Investment Services LLC7,383$427K0.2%+66.5%0.292%
2/7/2024 LTG Capital LLC176,331$10.21M9.4%+0.4%6.970%
1/25/2024 Financial & Tax Architects LLC129,226$7.48M2.2%N/A5.108%
1/18/2024 Traynor Capital Management Inc.3,599$208K0.0%N/A0.142%
11/8/2023 LTG Capital LLC175,694$8.41M8.9%-0.6%6.944%
11/7/2023 Kingsview Wealth Management LLC4,745$227K0.0%N/A0.188%
8/11/2023 Harvest Investment Services LLC7,020$375K0.2%+65.5%0.277%
8/7/2023 Cassaday & Co Wealth Management LLC35,699$1.91M0.1%+106.8%1.411%
7/10/2023 SG Americas Securities LLC4,800$256K0.0%N/A0.190%
5/11/2023 Envestnet Asset Management Inc.10,484$524K0.0%+89.4%0.414%
5/9/2023 Tower Research Capital LLC TRC4,199$210K0.0%+1,835.0%0.166%
5/2/2023 LTG Capital LLC176,646$8.82M9.1%-0.2%6.982%
2/13/2023 Kingsview Wealth Management LLC8,474$404K0.0%N/A0.335%
2/7/2023 Cassaday & Co Wealth Management LLC17,262$823K0.0%N/A0.682%
2/7/2023 Envestnet Asset Management Inc.5,536$264K0.0%N/A0.219%
2/2/2023 Institute for Wealth Management LLC.26,658$1.27M0.3%-2.6%1.054%
1/23/2023Sargent Bickham Lagudis LLC6,509$310K0.0%-12.6%0.257%
1/20/2023 LTG Capital LLC177,084$8.44M9.1%+234.9%6.999%
11/15/2022 LTG Capital LLC52,880$2.13M8.4%-69.5%2.141%
11/10/2022 Tower Research Capital LLC TRC7,897$318K0.0%-39.8%0.320%
10/27/2022Sargent Bickham Lagudis LLC7,446$300K0.0%-19.2%0.301%
8/3/2022 LTG Capital LLC173,225$7.54M8.5%+2.8%7.278%
7/25/2022 Institute for Wealth Management LLC.27,383$1.19M0.2%-0.8%1.151%
7/13/2022Sargent Bickham Lagudis LLC9,219$401K0.0%-16.7%0.404%
5/9/2022 Qube Research & Technologies Ltd750$47K0.0%-65.0%0.033%
5/4/2022 Envestnet Asset Management Inc.17,053$1.07M0.0%N/A0.750%
5/3/2022 Harvest Investment Services LLC8,402$526K0.3%-33.8%0.369%
4/13/2022 Traynor Capital Management Inc.3,597$225K0.0%+14.7%0.158%
2/10/2022 Qube Research & Technologies Ltd2,143$152K0.0%+51.1%0.087%
2/3/2022 Advisor Group Holdings Inc.961$68K0.0%-75.0%0.037%
2/1/2022 Traynor Capital Management Inc.3,136$221K0.0%N/A0.122%
2/1/2022 Qube Research & Technologies Ltd2,143$152K0.0%+51.1%0.083%
1/31/2022 CWM LLC377$27K0.0%N/A0.015%
1/31/2022 Harvest Investment Services LLC12,700$897K0.4%-12.4%0.493%
1/18/2022Sargent Bickham Lagudis LLC11,062$782K0.1%-6.1%0.421%
1/11/2022 Brookstone Capital Management210,083$14.32M0.2%-13.7%8.003%
11/16/2021 Citadel Advisors LLC71,797$4.41M0.0%+80.0%2.635%
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11/15/2021 Flow Traders U.S. LLC11,758$722K0.0%+140.8%0.431%
11/15/2021 Royal Bank of Canada29,174$1.79M0.0%+251.3%1.071%
11/5/2021Sargent Bickham Lagudis LLC11,782$723K0.1%-6.1%0.432%
11/5/2021 Advisor Group Holdings Inc.3,840$235K0.0%+299.6%0.141%
11/3/2021 Brookstone Capital Management243,484$15.62M0.3%-19.0%8.935%
11/1/2021Cedar Capital LLC17,660$1.08M2.0%N/A0.648%
10/29/2021 Harvest Investment Services LLC14,496$889K0.4%-4.4%0.532%
10/18/2021 Crew Capital Management Ltd.12,150$746K0.7%-7.6%0.472%
10/15/2021NEXT Financial Group Inc1,663$102K0.0%N/A0.065%
8/24/2021 Flow Traders U.S. LLC4,882$314K0.0%-18.2%0.190%
8/17/2021 Citadel Advisors LLC39,893$2.56M0.0%+153.4%1.520%
8/16/2021 Royal Bank of Canada8,305$533K0.0%-87.2%0.316%
8/13/2021 Qube Research & Technologies Ltd1,576$101K0.0%N/A0.060%
8/12/2021 Albion Financial Group UT967$62K0.0%N/A0.037%
8/11/2021Susquehanna International Group LLP28,374$1.82M0.0%+106.4%1.081%
8/9/2021 Regal Investment Advisors LLC3,730$240K0.0%N/A0.142%
8/2/2021 Advisor Group Holdings Inc.961$62K0.0%-88.7%0.037%
7/31/2021Sargent Bickham Lagudis LLC12,546$806K0.1%-19.7%0.478%
7/22/2021 Traynor Capital Management Inc.3,136$203K0.0%N/A0.117%
7/17/2021 Brookstone Capital Management300,480$18.91M0.3%N/A11.027%
5/28/2021FormulaFolio Investments LLC44,660$2.90M0.9%-89.6%1.553%
5/24/2021Sargent Bickham Lagudis LLC15,623$944K0.1%-41.3%0.543%
5/18/2021 Flow Traders U.S. LLC5,966$360K0.0%N/A0.208%
5/18/2021 Citadel Advisors LLC15,742$951K0.0%-5.8%0.548%
5/17/2021 Royal Bank of Canada64,646$3.91M0.0%-9.5%2.249%
5/12/2021 UBS Group AG2,512$152K0.0%+248.9%0.087%
5/7/2021Cedar Capital LLC46,458$2.81M4.9%-13.4%1.616%
5/6/2021 Harvest Investment Services LLC15,379$929K0.4%-13.8%0.535%
5/4/2021 Envestnet Asset Management Inc.26,905$1.63M0.0%-9.8%0.936%
5/4/2021 Institute for Wealth Management LLC.27,760$1.68M0.3%-18.7%0.966%
4/30/2021 Crew Capital Management Ltd.13,150$795K0.8%N/A0.457%
4/19/2021 International Assets Investment Management LLC1,500$81K0.0%+100.0%0.052%
4/16/2021NEXT Financial Group Inc5,463$330K0.0%-16.8%0.187%
3/26/2021Susquehanna International Group LLP18,101$863K0.0%+94.3%0.619%
3/2/2021FormulaFolio Investments LLC431,290$20.56M0.4%-29.7%14.258%
2/19/2021 Albion Financial Group UT967$46K0.0%N/A0.031%
2/11/2021 Oppenheimer Asset Management Inc.8,150$389K0.0%N/A0.261%
2/8/2021Resource Management LLC4,800$229K0.0%N/A0.154%
2/5/2021Cedar Capital LLC53,652$2.56M4.7%+60.5%1.717%
2/5/2021NEXT Financial Group Inc6,565$313K0.0%+45.4%0.210%
2/1/2021 Harvest Investment Services LLC17,839$850K0.4%+52.5%0.571%
2/1/2021 Institute for Wealth Management LLC.34,130$1.63M0.3%-0.7%1.092%
1/22/2021 International Assets Investment Management LLC750$36K0.0%N/A0.024%
1/20/2021 Tsfg LLC3,480$166K0.1%+77.9%0.111%
11/9/2020 Verdence Capital Advisors LLC6,561$205K0.0%N/A0.197%
10/29/2020 Harvest Investment Services LLC11,696$365K0.2%-31.4%0.352%
10/27/2020Cedar Capital LLC33,429$1.05M0.3%-60.5%1.005%
10/22/2020NEXT Financial Group Inc4,516$141K0.0%-52.3%0.136%
10/15/2020FormulaFolio Investments LLC613,502$19.18M0.7%+46.1%17.404%
10/9/2020 Envestnet Asset Management Inc.18,711$585K0.0%-50.5%0.531%
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10/6/2020 Tsfg LLC1,956$61K0.0%-58.2%0.055%
8/18/2020FormulaFolio Investments LLC419,863$12.12M0.5%N/A10.835%
8/14/2020 Flow Traders U.S. LLC31,071$897K0.1%N/A0.802%
8/14/2020 Advisor Group Holdings Inc.11,644$336K0.0%+1,680.4%0.300%
8/11/2020 Oppenheimer Asset Management Inc.10,852$313K0.0%N/A0.276%
8/7/2020Cedar Capital LLC84,535$2.44M0.9%N/A2.154%
7/31/2020 Flagship Harbor Advisors LLC1,602$46K0.0%N/A0.040%
7/31/2020 UBS Group AG1,068$31K0.0%N/A0.027%
7/24/2020NEXT Financial Group Inc9,470$273K0.0%N/A0.254%
7/8/2020 Envestnet Asset Management Inc.37,763$1.09M0.0%N/A1.000%
(Data available from 1/1/2016 forward)

MVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MVV shares?

During the previous two years, 12 institutional investors and hedge funds held shares of ProShares Ultra MidCap400. The most heavily invested institutionals were LTG Capital LLC ($10.21M), Financial & Tax Architects LLC ($7.48M), Norden Group LLC ($5.03M), Cassaday & Co Wealth Management LLC ($1.91M), Institute for Wealth Management LLC. ($1.27M), Kingsview Wealth Management LLC ($555K), and Envestnet Asset Management Inc. ($524K).Learn more on MVV's institutional investors.

Which institutional investors have been buying ProShares Ultra MidCap400 stock?

Of the 10 institutional investors that purchased ProShares Ultra MidCap400 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norden Group LLC ($136.93K), LTG Capital LLC ($129.48K), Financial & Tax Architects LLC ($129.23K), Cassaday & Co Wealth Management LLC ($35.70K), Kingsview Wealth Management LLC ($21.34K), Envestnet Asset Management Inc. ($10.48K), and Harvest Investment Services LLC ($5.73K).

How much institutional buying is happening at ProShares Ultra MidCap400?

Institutional investors have bought a total of 481,274 shares in the last 24 months. This purchase volume represents approximately $27.48M in transactions.

Which ProShares Ultra MidCap400 major shareholders have been selling company stock?

The following institutional investors have sold ProShares Ultra MidCap400 stock in the last 24 months: LTG Capital LLC ($121.82K), Tower Research Capital LLC TRC ($5.22K), Sargent Bickham Lagudis LLC ($4.55K), and Institute for Wealth Management LLC. ($937.00).

How much institutional selling is happening at ProShares Ultra MidCap400?

Institutional investors have sold a total of 132,525 shares in the last 24 months. This volume of shares sold represents approximately $5.37M in transactions.


This page (NYSEARCA:MVV) was last updated on 5/20/2024 by MarketBeat.com Staff

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