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ProShares Ultra Russell2000 (UWM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for ProShares Ultra Russell2000 (NYSEARCA:UWM)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$25.79M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.01M
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UWM Institutional Buying and Selling by Quarter

ProShares Ultra Russell2000 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024 Clarity Capital Partners LLC34,826$1.42M0.9%+26.0%0.627%
4/25/2024 Capital Investment Advisory Services LLC4,150$169K0.0%+15.3%0.073%
4/16/2024 Toth Financial Advisory Corp24,177$987K0.1%+18.2%0.428%
2/20/2024 Clarity Capital Partners LLC27,640$1.05M0.7%N/A0.570%
2/14/2024 Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
2/13/2024 Peapack Gladstone Financial Corp30,209$1.15M0.0%N/A0.623%
2/13/2024 Bard Associates Inc.20,025$762K0.3%-3.8%0.413%
2/12/2024 Harvest Investment Services LLC11,436$435K0.2%+61.4%0.236%
2/9/2024 Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
2/9/2024 Corient Private Wealth LLC26,069$992K0.0%N/A0.538%
2/8/2024 Kingsview Wealth Management LLC8,459$322K0.0%N/A0.174%
2/8/2024Innova Wealth Partners10,201$388K0.3%N/A0.210%
2/6/2024 Aveo Capital Partners LLC345,468$13.15M1.6%N/A7.123%
2/5/2024 Capital Investment Counsel Inc35,340$1.35M0.2%+18.2%0.729%
2/1/2024 Capital Investment Advisory Services LLC3,600$137K0.0%N/A0.074%
1/26/2024 Toth Financial Advisory Corp20,452$778K0.1%+35.5%0.422%
1/16/2024 Kingswood Wealth Advisors LLC8,592$327K0.0%N/A0.177%
1/12/2024 Guild Investment Management Inc.60,850$2.32M3.7%N/A1.255%
11/14/2023Tower Research Capital LLC TRC39,503$1.19M0.0%+641.8%0.814%
11/8/2023 HighTower Advisors LLC18,250$552K0.0%-42.5%0.376%
11/8/2023Fort Point Capital Partners LLC9,766$295K0.0%-17.4%0.201%
11/2/2023 Capital Investment Counsel Inc29,890$904K0.2%+25.1%0.616%
11/1/2023 Simplex Trading LLC5,071$153K0.0%N/A0.105%
10/24/2023Windsor Wealth Management Inc.26,036$787K0.1%-10.4%0.537%
10/12/2023 Toth Financial Advisory Corp15,095$456K0.1%+28.4%0.311%
10/11/2023 Geneos Wealth Management Inc.4,331$131K0.0%-39.9%0.089%
8/11/2023 Harvest Investment Services LLC10,618$365K0.2%+57.7%0.219%
8/8/2023 Geneos Wealth Management Inc.7,212$248K0.0%-33.7%0.149%
8/8/2023 Aveo Capital Partners LLC59,969$2.06M0.3%N/A1.236%
8/7/2023 Cassaday & Co Wealth Management LLC67,888$2.34M0.1%+105.0%1.400%
7/28/2023 Capital Investment Counsel Inc23,890$822K0.2%+7.3%0.562%
7/12/2023Windsor Group LTD29,048$999K0.2%-32.1%0.683%
5/15/2023 HAP Trading LLC13,901$442K0.1%-25.5%0.316%
5/12/2023Forefront Analytics LLC15,092$480K0.2%-10.5%0.343%
5/9/2023Tower Research Capital LLC TRC68,388$2.18M0.1%+134.7%1.554%
5/3/2023 Cassaday & Co Wealth Management LLC33,122$1.05M0.0%-28.9%0.753%
5/1/2023 Csenge Advisory Group13,110$417K0.0%N/A0.298%
4/27/2023 Capital Investment Counsel Inc22,265$708K0.2%+5.6%0.506%
4/25/2023 Geneos Wealth Management Inc.10,885$346K0.0%-22.9%0.247%
4/24/2023 Toth Financial Advisory Corp11,147$355K0.1%+97.8%0.253%
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4/19/2023Windsor Group LTD42,785$1.32M0.3%-23.8%0.972%
2/13/2023 Kingsview Wealth Management LLC11,260$351K0.0%-39.0%0.259%
2/10/2023 Bard Associates Inc.20,390$635K0.3%+40.7%0.469%
2/7/2023 Cassaday & Co Wealth Management LLC46,582$1.45M0.1%N/A1.071%
2/7/2023IFP Advisors Inc800$64K0.0%+708.1%0.018%
2/7/2023 Envestnet Asset Management Inc.8,335$260K0.0%-75.4%0.192%
2/2/2023 Institute for Wealth Management LLC.29,389$915K0.2%-2.3%0.676%
2/2/2023Windsor Group LTD56,180$1.81M0.4%+52.9%1.291%
2/1/2023 SP Asset Management LLC10,592$330K0.0%N/A0.243%
1/31/2023 Geneos Wealth Management Inc.14,109$439K0.0%-4.1%0.324%
1/24/2023 Toth Financial Advisory Corp5,636$176K0.0%+115.8%0.130%
11/15/2022Flow Traders U.S. LLC7,214$207K0.0%-18.1%0.170%
11/15/2022 Financial Advocates Investment Management32,208$1.24M0.1%N/A0.758%
11/10/2022Tower Research Capital LLC TRC84,451$2.43M0.0%-9.3%1.987%
11/9/2022Fort Point Capital Partners LLC13,229$380K0.1%-10.2%0.311%
11/8/2022 IMC Chicago LLC33,088$952K0.0%-38.6%0.779%
11/7/2022 Quantbot Technologies LP2,423$69K0.0%-39.4%0.057%
11/7/2022Windsor Group LTD36,745$1.10M0.3%+2.5%0.865%
10/14/2022 Toth Financial Advisory Corp2,612$75K0.0%+76.8%0.059%
8/13/2022Flow Traders U.S. LLC8,804$272K0.0%N/A0.191%
8/10/2022Forefront Analytics LLC16,523$511K0.2%+20.1%0.359%
8/8/2022Windsor Group LTD35,842$1.13M0.3%N/A0.779%
8/5/2022 IMC Chicago LLC53,905$1.67M0.0%N/A1.172%
8/3/2022 Envestnet Asset Management Inc.22,881$707K0.0%-5.5%0.497%
7/22/2022 Geneos Wealth Management Inc.14,714$464K0.0%-5.4%0.331%
7/19/2022 Harvest Investment Services LLC10,746$331K0.3%-60.2%0.241%
5/9/2022Qube Research & Technologies Ltd1,725$80K0.0%-14.6%0.042%
5/4/2022 Advisor Group Holdings Inc.11,675$542K0.0%+41.4%0.275%
5/4/2022 Envestnet Asset Management Inc.24,216$1.12M0.0%+73.2%0.570%
5/2/2022 Simplex Trading LLC1,514$70K0.0%-94.3%0.033%
4/18/2022AE Wealth Management LLC6,585$306K0.0%-46.0%0.150%
4/5/2022 Silverleafe Capital Partners LLC6,803$316K0.1%-72.4%0.155%
3/4/2022 Bill Few Associates Inc.4,000$222K0.1%N/A0.083%
2/16/2022Main Management LLC1,000$56K0.0%N/A0.020%
2/11/2022Forefront Analytics LLC13,761$764K0.3%+32.7%0.293%
2/10/2022Qube Research & Technologies Ltd2,020$112K0.0%+525.4%0.041%
2/4/2022 Envestnet Asset Management Inc.13,978$776K0.0%-89.4%0.282%
2/3/2022 Larson Financial Group LLC1,847$103K0.0%+15.4%0.038%
2/3/2022 Advisor Group Holdings Inc.8,255$458K0.0%-41.1%0.168%
2/1/2022Qube Research & Technologies Ltd2,020$112K0.0%+525.4%0.041%
1/31/2022 Toth Financial Advisory Corp1,591$88K0.0%+50.2%0.032%
1/31/2022 Harvest Investment Services LLC27,195$1.51M0.6%+10.6%0.539%
1/27/2022 Centric Wealth Management28,455$1.58M0.5%N/A0.547%
1/27/2022 Marshall Financial Group LLC4,275$237K0.1%N/A0.082%
1/20/2022AE Wealth Management LLC12,194$677K0.0%-31.8%0.244%
1/11/2022 Brookstone Capital Management235,568$12.32M0.2%-11.1%4.665%
1/4/2022 Silverleafe Capital Partners LLC24,690$1.37M0.5%N/A0.475%
11/15/2021Flow Traders U.S. LLC25,121$1.36M0.1%N/A0.478%
11/12/2021 Renaissance Technologies LLC10,500$568K0.0%-52.7%0.202%
11/12/2021Fort Point Capital Partners LLC14,637$791K0.1%N/A0.281%
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11/9/2021 Geneos Wealth Management Inc.15,560$869K0.0%-14.6%0.294%
11/5/2021 IMC Chicago LLC12,013$649K0.0%N/A0.231%
11/5/2021 Advisor Group Holdings Inc.14,019$758K0.0%-96.6%0.270%
11/3/2021 Brookstone Capital Management264,977$14.81M0.3%-19.4%5.408%
11/2/2021 Cambridge Investment Research Advisors Inc.6,573$355K0.0%N/A0.134%
11/1/2021AE Wealth Management LLC17,891$967K0.0%+142.9%0.365%
11/1/2021Cedar Capital LLC22,184$1.20M2.2%+4.9%0.453%
10/29/2021 Harvest Investment Services LLC24,585$1.33M0.5%-4.4%0.502%
10/15/2021NEXT Financial Group Inc1,723$93K0.0%-22.5%0.035%
9/3/2021BDO Wealth Advisors LLC2,200$132K0.0%+46.7%0.045%
(Data available from 1/1/2016 forward)

UWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UWM shares?

During the previous two years, 32 institutional investors and hedge funds held shares of ProShares Ultra Russell2000. The most heavily invested institutionals were Aveo Capital Partners LLC ($13.15M), Guild Investment Management Inc. ($2.32M), Clarity Capital Partners LLC ($1.42M), Capital Investment Counsel Inc ($1.35M), Financial Advocates Investment Management ($1.24M), Tower Research Capital LLC TRC ($1.19M), and Peapack Gladstone Financial Corp ($1.15M).Learn more on UWM's institutional investors.

Which institutional investors have been buying ProShares Ultra Russell2000 stock?

Of the 24 institutional investors that purchased ProShares Ultra Russell2000 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aveo Capital Partners LLC ($405.44K), Cassaday & Co Wealth Management LLC ($81.35K), Tower Research Capital LLC TRC ($73.43K), Guild Investment Management Inc. ($60.85K), Windsor Group LTD ($56.18K), IMC Chicago LLC ($53.91K), and Clarity Capital Partners LLC ($34.83K).

How much institutional buying is happening at ProShares Ultra Russell2000?

Institutional investors have bought a total of 977,380 shares in the last 24 months. This purchase volume represents approximately $34.47M in transactions.

Which ProShares Ultra Russell2000 major shareholders have been selling company stock?

Of the 17 institutional investors that sold ProShares Ultra Russell2000 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cassaday & Co Wealth Management LLC ($133.80K), Windsor Group LTD ($27.13K), Envestnet Asset Management Inc. ($26.91K), IMC Chicago LLC ($20.82K), Harvest Investment Services LLC ($16.26K), HighTower Advisors LLC ($13.50K), and Geneos Wealth Management Inc. ($11.23K).

How much institutional selling is happening at ProShares Ultra Russell2000?

Institutional investors have sold a total of 283,325 shares in the last 24 months. This volume of shares sold represents approximately $9.64M in transactions.


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This page (NYSEARCA:UWM) was last updated on 5/14/2024 by MarketBeat.com Staff

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