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ProShares Ultra Russell2000 (UWM) Institutional Ownership

$45.08 +1.68 (+3.87%)
As of 01/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$34.59M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$5.03M
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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
1/21/2025Toth Financial Advisory Corp64,975$2.72M0.3%+42.5%1.171%
1/21/2025Geneos Wealth Management Inc.1,477$62K0.0%-32.2%0.027%
1/17/2025 Veracity Capital LLC16,332$683K0.2%N/A0.294%
1/14/2025 Park Avenue Securities LLC196,887$8.24M0.1%N/A3.548%
1/6/2025 Silverleafe Capital Partners LLC8,220$344K0.1%N/A0.148%
11/15/2024Quadrature Capital Ltd57,618$2.47M0.1%N/A1.038%
11/15/2024Arizona PSPRS Trust5,004$215K0.0%N/A0.090%
11/14/2024Flow Traders U.S. LLC6,658$286K0.0%N/A0.120%
11/12/2024Larson Financial Group LLC2,603$112K0.0%+62.7%0.047%
11/7/2024Peterson Financial Group Inc.3,421$147K0.6%N/A0.062%
10/30/2024Clarity Capital Partners LLC5,106$219K0.1%-64.1%0.092%
10/22/2024Capital Investment Counsel Inc53,796$2.31M0.3%+1.3%0.969%
10/21/2024Toth Financial Advisory Corp45,602$1.96M0.2%+51.4%0.822%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.7,264$312K0.1%N/A0.131%
8/14/2024Squarepoint Ops LLC22,043$821K0.0%N/A0.397%
8/9/2024Renaissance Technologies LLC12,100$450K0.0%N/A0.218%
7/22/2024Capital Investment Counsel Inc53,115$1.98M0.3%+50.3%0.957%
5/16/2024 Innova Wealth Partners14,619$597K0.5%+43.3%0.263%
5/3/2024Clarity Capital Partners LLC34,826$1.42M0.9%+26.0%0.627%
4/25/2024Capital Investment Advisory Services LLC4,150$169K0.0%+15.3%0.073%
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%
2/14/2024Cassaday & Co Wealth Management LLC7,716$294K0.0%-88.6%0.159%
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%
2/8/2024 Innova 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%
11/14/2023Tower 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%
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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%
8/11/2023Harvest Investment Services LLC10,618$365K0.2%+57.7%0.219%
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%
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%
5/15/2023HAP 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%
5/3/2023Cassaday & 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%
2/13/2023Kingsview Wealth Management LLC11,260$351K0.0%-39.0%0.259%
2/10/2023Bard Associates Inc.20,390$635K0.3%+40.7%0.469%
2/7/2023Cassaday & 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%
11/15/2022Flow Traders U.S. LLC7,214$207K0.0%-18.1%0.170%
11/15/2022Financial Advocates Investment Management32,208$1.24M0.1%N/A0.758%
11/10/2022Tower 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%
11/8/2022IMC 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%
8/13/2022Flow 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%
8/5/2022IMC 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%
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%
4/5/2022 Silverleafe Capital Partners LLC6,803$316K0.1%-72.4%0.155%
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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%
2/4/2022Envestnet Asset Management Inc.13,978$776K0.0%-89.4%0.282%
2/3/2022Larson Financial Group LLC1,847$103K0.0%+15.4%0.038%
2/3/2022Advisor Group Holdings Inc.8,255$458K0.0%-41.1%0.168%
2/1/2022Qube Research & Technologies Ltd2,020$112K0.0%+525.4%0.041%
1/31/2022Toth Financial Advisory Corp1,591$88K0.0%+50.2%0.032%
1/31/2022Harvest Investment Services LLC27,195$1.51M0.6%+10.6%0.539%
(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, 39 institutional investors and hedge funds held shares of ProShares Ultra Russell2000. The most heavily invested institutionals were Aveo Capital Partners LLC ($13.15M), Park Avenue Securities LLC ($8.24M), Toth Financial Advisory Corp ($2.72M), Quadrature Capital Ltd ($2.47M), Guild Investment Management Inc. ($2.32M), Capital Investment Counsel Inc ($2.31M), and Tower Research Capital LLC TRC ($1.19M).Learn more on UWM's institutional investors.

Which institutional investors have been buying ProShares Ultra Russell2000 stock?

Of the 31 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), Park Avenue Securities LLC ($196.89K), Cassaday & Co Wealth Management LLC ($81.35K), Tower Research Capital LLC TRC ($73.43K), Guild Investment Management Inc. ($60.85K), Quadrature Capital Ltd ($57.62K), and Toth Financial Advisory Corp ($55.82K).

How much institutional buying is happening at ProShares Ultra Russell2000?

Institutional investors have bought a total of 1,236,106 shares in the last 24 months. This purchase volume represents approximately $46.71M in transactions.

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

Of the 13 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. ($25.58K), HighTower Advisors LLC ($13.50K), Geneos Wealth Management Inc. ($11.09K), Clarity Capital Partners LLC ($9.13K), and Kingsview Wealth Management LLC ($7.21K).

How much institutional selling is happening at ProShares Ultra Russell2000?

Institutional investors have sold a total of 240,522 shares in the last 24 months. This volume of shares sold represents approximately $8.50M in transactions.



This page (NYSEARCA:UWM) was last updated on 1/22/2025 by MarketBeat.com Staff
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