ProShares Ultra MidCap400 (MVV) Institutional Ownership

$61.60
+0.06 (+0.10%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$14.64M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$71.46K
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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
4/19/2024 Norden Group LLC73,651$5.03M0.1%+1,320.2%3.303%
2/12/2024Harvest Investment Services LLC7,383$427K0.2%+66.5%0.292%
2/7/2024LTG Capital LLC176,331$10.21M9.4%+0.4%6.970%
1/25/2024Financial & Tax Architects LLC129,226$7.48M2.2%N/A5.108%
1/18/2024 Traynor Capital Management Inc.3,599$208K0.0%N/A0.142%
11/8/2023LTG Capital LLC175,694$8.41M8.9%-0.6%6.944%
11/7/2023Kingsview Wealth Management LLC4,745$227K0.0%N/A0.188%
8/11/2023Harvest Investment Services LLC7,020$375K0.2%+65.5%0.277%
8/7/2023Cassaday & Co Wealth Management LLC35,699$1.91M0.1%+106.8%1.411%
7/10/2023SG Americas Securities LLC4,800$256K0.0%N/A0.190%
5/11/2023Envestnet Asset Management Inc.10,484$524K0.0%+89.4%0.414%
5/9/2023Tower Research Capital LLC TRC4,199$210K0.0%+1,835.0%0.166%
5/2/2023LTG Capital LLC176,646$8.82M9.1%-0.2%6.982%
2/13/2023Kingsview Wealth Management LLC8,474$404K0.0%N/A0.335%
2/7/2023Cassaday & Co Wealth Management LLC17,262$823K0.0%N/A0.682%
2/7/2023Envestnet Asset Management Inc.5,536$264K0.0%N/A0.219%
2/2/2023Institute 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%
1/20/2023LTG Capital LLC177,084$8.44M9.1%+234.9%6.999%
11/15/2022LTG Capital LLC52,880$2.13M8.4%-69.5%2.141%
11/10/2022Tower Research Capital LLC TRC7,897$318K0.0%-39.8%0.320%
10/27/2022Sargent Bickham Lagudis LLC7,446$300K0.0%-19.2%0.301%
8/3/2022LTG Capital LLC173,225$7.54M8.5%+2.8%7.278%
7/25/2022Institute 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%
5/9/2022Qube Research & Technologies Ltd750$47K0.0%-65.0%0.033%
5/4/2022Envestnet Asset Management Inc.17,053$1.07M0.0%N/A0.750%
5/3/2022Harvest 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%
2/10/2022Qube Research & Technologies Ltd2,143$152K0.0%+51.1%0.087%
2/3/2022Advisor Group Holdings Inc.961$68K0.0%-75.0%0.037%
2/1/2022 Traynor Capital Management Inc.3,136$221K0.0%N/A0.122%
2/1/2022Qube Research & Technologies Ltd2,143$152K0.0%+51.1%0.083%
1/31/2022 CWM LLC377$27K0.0%N/A0.015%
1/31/2022Harvest 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%
11/16/2021Citadel Advisors LLC71,797$4.41M0.0%+80.0%2.635%
11/15/2021Flow Traders U.S. LLC11,758$722K0.0%+140.8%0.431%
11/15/2021Royal Bank of Canada29,174$1.79M0.0%+251.3%1.071%
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11/5/2021Sargent Bickham Lagudis LLC11,782$723K0.1%-6.1%0.432%
11/5/2021Advisor 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%
10/29/2021Harvest Investment Services LLC14,496$889K0.4%-4.4%0.532%
10/18/2021Crew Capital Management Ltd.12,150$746K0.7%-7.6%0.472%
10/15/2021NEXT Financial Group Inc1,663$102K0.0%N/A0.065%
8/24/2021Flow Traders U.S. LLC4,882$314K0.0%-18.2%0.190%
8/17/2021Citadel Advisors LLC39,893$2.56M0.0%+153.4%1.520%
8/16/2021Royal Bank of Canada8,305$533K0.0%-87.2%0.316%
8/13/2021Qube 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%
8/9/2021Regal Investment Advisors LLC3,730$240K0.0%N/A0.142%
8/2/2021Advisor 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%
5/18/2021Flow Traders U.S. LLC5,966$360K0.0%N/A0.208%
5/18/2021Citadel Advisors LLC15,742$951K0.0%-5.8%0.548%
5/17/2021Royal Bank of Canada64,646$3.91M0.0%-9.5%2.249%
5/12/2021UBS Group AG2,512$152K0.0%+248.9%0.087%
5/7/2021Cedar Capital LLC46,458$2.81M4.9%-13.4%1.616%
5/6/2021Harvest Investment Services LLC15,379$929K0.4%-13.8%0.535%
5/4/2021Envestnet Asset Management Inc.26,905$1.63M0.0%-9.8%0.936%
5/4/2021Institute for Wealth Management LLC.27,760$1.68M0.3%-18.7%0.966%
4/30/2021Crew 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%
2/11/2021Oppenheimer 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%
2/1/2021Harvest Investment Services LLC17,839$850K0.4%+52.5%0.571%
2/1/2021Institute 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%
11/9/2020Verdence Capital Advisors LLC6,561$205K0.0%N/A0.197%
10/29/2020Harvest 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%
10/9/2020Envestnet Asset Management Inc.18,711$585K0.0%-50.5%0.531%
10/6/2020 Tsfg LLC1,956$61K0.0%-58.2%0.055%
8/18/2020FormulaFolio Investments LLC419,863$12.12M0.5%N/A10.835%
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8/14/2020Flow Traders U.S. LLC31,071$897K0.1%N/A0.802%
8/14/2020Advisor Group Holdings Inc.11,644$336K0.0%+1,680.4%0.300%
8/11/2020Oppenheimer 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%
7/31/2020UBS Group AG1,068$31K0.0%N/A0.027%
7/24/2020NEXT Financial Group Inc9,470$273K0.0%N/A0.254%
7/8/2020Envestnet Asset Management Inc.37,763$1.09M0.0%N/A1.000%
7/7/2020 Tsfg LLC4,681$135K0.1%N/A0.124%
5/15/2020Tower Research Capital LLC TRC9,575$190K0.0%-26.7%0.297%
(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, 13 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), Envestnet Asset Management Inc. ($524K), and Harvest Investment Services LLC ($427K).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: LTG Capital LLC ($129.48K), Financial & Tax Architects LLC ($129.23K), Norden Group LLC ($68.47K), Cassaday & Co Wealth Management LLC ($35.70K), Envestnet Asset Management Inc. ($27.54K), Kingsview Wealth Management LLC ($13.22K), and Harvest Investment Services LLC ($5.73K).

How much institutional buying is happening at ProShares Ultra MidCap400?

Institutional investors have bought a total of 421,739 shares in the last 24 months. This purchase volume represents approximately $23.32M 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), Harvest Investment Services LLC ($4.30K), Qube Research & Technologies Ltd ($1.39K), 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 138,216 shares in the last 24 months. This volume of shares sold represents approximately $5.73M in transactions.


This page (NYSEARCA:MVV) was last updated on 4/25/2024 by MarketBeat.com Staff

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