S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Stock market today: Wall Street dips to send S&P 500 to its longest losing streak since January
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Stock market today: Wall Street dips to send S&P 500 to its longest losing streak since January
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Stock market today: Wall Street dips to send S&P 500 to its longest losing streak since January
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Stock market today: Wall Street dips to send S&P 500 to its longest losing streak since January
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom

ProShares Ultra Russell2000 (UWM) Institutional Ownership

$34.23
-0.69 (-1.98%)
(As of 04/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$32.01M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.95M
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Skip Chart & View Institutional Buying and Selling Data

UWM Institutional Buying and Selling by Quarter

ProShares Ultra Russell2000 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Toth Financial Advisory Corp24,177$987K0.1%+18.2%0.428%
2/20/2024Clarity Capital Partners LLC27,640$1.05M0.7%N/A0.570%
2/15/2024Mercer Global Advisors Inc. ADV18,412$701K0.0%N/A0.380%
2/14/2024Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
2/13/2024Envestnet Asset Management Inc.16,327$621K0.0%N/A0.337%
2/13/2024Peapack Gladstone Financial Corp30,209$1.15M0.0%N/A0.623%
2/13/2024Bard Associates Inc.20,025$762K0.3%-3.8%0.413%
2/12/2024Harvest Investment Services LLC11,436$435K0.2%+61.4%0.236%
2/9/2024Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
2/9/2024Corient Private Wealth LLC26,069$992K0.0%N/A0.538%
2/8/2024Kingsview Wealth Management LLC8,459$322K0.0%N/A0.174%
2/8/2024Innova Wealth Partners10,201$388K0.3%N/A0.210%
2/6/2024Aveo Capital Partners LLC345,468$13.15M1.6%N/A7.123%
2/5/2024Capital Investment Counsel Inc35,340$1.35M0.2%+18.2%0.729%
2/1/2024Capital Investment Advisory Services LLC3,600$137K0.0%N/A0.074%
1/26/2024Toth Financial Advisory Corp20,452$778K0.1%+35.5%0.422%
1/16/2024Kingswood Wealth Advisors LLC8,592$327K0.0%N/A0.177%
1/12/2024Guild Investment Management Inc.60,850$2.32M3.7%N/A1.255%
11/16/2023GTS Securities LLC23,789$720K0.0%-34.7%0.490%
11/14/2023Tower Research Capital LLC TRC39,503$1.19M0.0%+641.8%0.814%
11/8/2023HighTower Advisors LLC18,250$552K0.0%-42.5%0.376%
11/8/2023Fort Point Capital Partners LLC9,766$295K0.0%-17.4%0.201%
11/2/2023Capital Investment Counsel Inc29,890$904K0.2%+25.1%0.616%
11/1/2023Simplex Trading LLC5,071$153K0.0%N/A0.105%
10/24/2023Windsor Wealth Management Inc.26,036$787K0.1%-10.4%0.537%
10/12/2023Toth Financial Advisory Corp15,095$456K0.1%+28.4%0.311%
10/11/2023Geneos Wealth Management Inc.4,331$131K0.0%-39.9%0.089%
8/21/2023Osaic Holdings Inc.2,851$98K0.0%-39.4%0.059%
8/16/2023GTS Securities LLC36,420$1.25M0.0%N/A0.751%
8/14/2023Tower Research Capital LLC TRC 5,325$183K0.0%-92.2%0.110%
8/11/2023Harvest Investment Services LLC10,618$365K0.2%+57.7%0.219%
8/10/2023Osaic Holdings Inc.2,851$98K0.0%-39.4%0.059%
8/8/2023Geneos Wealth Management Inc.7,212$248K0.0%-33.7%0.149%
8/8/2023Aveo Capital Partners LLC59,969$2.06M0.3%N/A1.236%
8/7/2023Cassaday & Co Wealth Management LLC67,888$2.34M0.1%+105.0%1.400%
8/4/2023Envestnet Asset Management Inc.6,569$226K0.0%-52.4%0.135%
7/28/2023Capital Investment Counsel Inc23,890$822K0.2%+7.3%0.562%
7/12/2023Windsor Group LTD29,048$999K0.2%-32.1%0.683%
5/16/2023Jane Street Group LLC25,219$802K0.0%+58.0%0.573%
5/16/2023Squarepoint Ops LLC10,696$340K0.0%N/A0.243%
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5/15/2023HAP Trading LLC13,901$442K0.1%-25.5%0.316%
5/12/2023HRT Financial LP26,869$854K0.0%N/A0.611%
5/12/2023UBS Group AG13,238$421K0.0%+10,083.1%0.301%
5/12/2023Forefront Analytics LLC15,092$480K0.2%-10.5%0.343%
5/11/2023Envestnet Asset Management Inc.13,795$439K0.0%+65.5%0.314%
5/9/2023Tower Research Capital LLC TRC68,388$2.18M0.1%+134.7%1.554%
5/3/2023Cassaday & Co Wealth Management LLC33,122$1.05M0.0%-28.9%0.753%
5/1/2023Csenge Advisory Group13,110$417K0.0%N/A0.298%
4/27/2023Capital Investment Counsel Inc22,265$708K0.2%+5.6%0.506%
4/25/2023Geneos Wealth Management Inc.10,885$346K0.0%-22.9%0.247%
4/24/2023Toth Financial Advisory Corp11,147$355K0.1%+97.8%0.253%
4/19/2023Windsor Group LTD42,785$1.32M0.3%-23.8%0.972%
2/15/2023Jane Street Group LLC15,965$497K0.0%+5.2%0.367%
2/15/2023Fort Point Capital Partners LLC12,281$382K0.1%-7.2%0.282%
2/13/2023Kingsview Wealth Management LLC11,260$351K0.0%-39.0%0.259%
2/10/2023Bard Associates Inc.20,390$635K0.3%+40.7%0.469%
2/10/2023Advisor Group Holdings Inc.3,231$101K0.0%-72.7%0.074%
2/7/2023Cassaday & Co Wealth Management LLC46,582$1.45M0.1%N/A1.071%
2/7/2023IFP Advisors Inc800$64K0.0%+708.1%0.018%
2/7/2023Envestnet Asset Management Inc.8,335$260K0.0%-75.4%0.192%
2/2/2023Institute 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%
2/1/2023SP Asset Management LLC10,592$330K0.0%N/A0.243%
1/31/2023Geneos Wealth Management Inc.14,109$439K0.0%-4.1%0.324%
1/24/2023Toth Financial Advisory Corp5,636$176K0.0%+115.8%0.130%
11/16/2022Jane Street Group LLC15,175$436K0.0%-33.3%0.337%
11/16/2022Kingsview Wealth Management LLC18,473$531K0.0%+56.2%0.411%
11/15/2022Flow Traders U.S. LLC7,214$207K0.0%-18.1%0.170%
11/15/2022Financial Advocates Investment Management32,208$1.24M0.1%N/A0.758%
11/14/2022Royal Bank of Canada1,362$39K0.0%+449.2%0.032%
11/10/2022Envestnet Asset Management Inc.33,910$975K0.0%+48.2%0.798%
11/10/2022Credit Suisse AG2,029$58K0.0%N/A0.048%
11/10/2022Tower Research Capital LLC TRC84,451$2.43M0.0%-9.3%1.987%
11/10/2022UBS Group AG7,907$227K0.0%N/A0.186%
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%
11/7/2022Quantbot Technologies LP2,423$69K0.0%-39.4%0.057%
11/7/2022Windsor Group LTD36,745$1.10M0.3%+2.5%0.865%
10/14/2022Toth Financial Advisory Corp2,612$75K0.0%+76.8%0.059%
8/16/2022Jane Street Group LLC22,750$703K0.0%-63.8%0.495%
8/16/2022Kingsview Wealth Management LLC11,827$365K0.0%N/A0.257%
8/13/2022Quantbot Technologies LP4,000$123K0.0%N/A0.087%
8/13/2022Flow Traders U.S. LLC8,804$272K0.0%N/A0.191%
8/12/2022LPL Financial LLC6,517$201K0.0%+15.9%0.142%
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%
8/3/2022Envestnet Asset Management Inc.22,881$707K0.0%-5.5%0.497%
7/22/2022Geneos Wealth Management Inc.14,714$464K0.0%-5.4%0.331%
7/19/2022Harvest Investment Services LLC10,746$331K0.3%-60.2%0.241%
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5/16/2022Goldman Sachs Group Inc.5,599$260K0.0%-57.3%0.132%
5/16/2022UBS Group AG2,064$96K0.0%N/A0.049%
5/13/2022Renaissance Technologies LLC18,200$845K0.0%N/A0.428%
5/9/2022Qube Research & Technologies Ltd1,725$80K0.0%-14.6%0.042%
5/4/2022Advisor Group Holdings Inc.11,675$542K0.0%+41.4%0.275%
5/4/2022Envestnet Asset Management Inc.24,216$1.12M0.0%+73.2%0.570%
5/2/2022Simplex Trading LLC1,514$70K0.0%-94.3%0.033%
4/18/2022AE Wealth Management LLC6,585$306K0.0%-46.0%0.150%
4/5/2022Silverleafe Capital Partners LLC6,803$316K0.1%-72.4%0.155%
3/4/2022Bill Few Associates Inc.4,000$222K0.1%N/A0.083%
(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, 47 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), Capital Investment Counsel Inc ($1.35M), Financial Advocates Investment Management ($1.24M), Tower Research Capital LLC TRC ($1.19M), Peapack Gladstone Financial Corp ($1.15M), and Clarity Capital Partners LLC ($1.05M).Learn more on UWM's institutional investors.

Which institutional investors have been buying ProShares Ultra Russell2000 stock?

Of the 37 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 Envestnet Asset Management Inc. ($43.05K).

How much institutional buying is happening at ProShares Ultra Russell2000?

Institutional investors have bought a total of 1,186,349 shares in the last 24 months. This purchase volume represents approximately $41.75M in transactions.

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

Of the 25 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), Tower Research Capital LLC TRC ($71.76K), Jane Street Group LLC ($47.60K), Envestnet Asset Management Inc. ($34.14K), Windsor Group LTD ($27.13K), Simplex Trading LLC ($24.89K), and IMC Chicago LLC ($20.82K).

How much institutional selling is happening at ProShares Ultra Russell2000?

Institutional investors have sold a total of 465,416 shares in the last 24 months. This volume of shares sold represents approximately $16.09M in transactions.


This page (NYSEARCA:UWM) was last updated on 4/17/2024 by MarketBeat.com Staff

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