Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (MVV)

22 + Investors. Track Smart Money conviction in MVV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
25%

Smart Money Signals — MVV

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MVV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
18 funds currently hold this stock — 86% of the 3.0-year high of 21 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 25% buying

4 buying12 selling
Last quarter: 12 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 5 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

78% of holders stayed for 2+ years

78% conviction (2yr+) 6% medium 17% new
14 out of 18 hedge funds have held MVV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~2 new funds/quarter

4 → 2 → 5 → 5 → 2 new funds/Q
New funds entering each quarter: 2 → 5 → 5 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 78% veterans vs 17% newcomers

78% veterans 6% 1-2yr 17% new
Entry-cohort mix of 18 holders: 14 (78%) are 2+ year veterans, 1 entered 1–2 years ago, and 3 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
6 of 18 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MVV

In 2026 Q1, 4 hedge funds were net buyers of MVV (2 opened a new position, 2 added to an existing one), while 12 reduced or exited (7 trimmed, 5 sold completely) — a 25% buyer ratio, indicating net institutional distribution. 35% of total institutional value in MVV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 18.

Hedge Fund Ownership: MVV

How many hedge funds hold MVV — quarterly history vs. share price
Quarterly hedge fund ownership of MVV vs. share price

Market Analysis: MVV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MVV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MVV
22 + Investors

Track Smart Money conviction in MVV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 22 18 22.22%
13F Shares 190K 127K 49.63%
Total Value $18M $9M 92.23%
New Positions 9 2 +7
Increased Positions 4 2 +2
Closed Positions 5 5 -
Reduced Positions 2 7 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MVV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

22 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MVV. Verified SEC 13F-HR filings.

QUARTER:
Top 22 MVV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cassaday & Co Wealth Management LLC 0.11% 62,498 $5.8M
2 Sage Capital Management, LLC 0.08% 2,306 $212K
3 Rosenblum Silverman Sutton S F Inc /Ca 0.06% 2,630 $242K
4 Harvest Investment Services, LLC 0.06% 3,888 $358K
5 Benson Wealth Management INC 0.04% 400 $37K
6 Institute for Wealth Management, LLC. 0.01% 1,808 $166K
7 Traynor Capital Management, Inc. 0.01% 2,668 $246K
8 J. Safra Sarasin Holding AG 0.00% 2,500 $230K
9 Creative Planning 0.00% 24,678 $2.3M
10 United Capital Financial Advisors, LLC 0.00% 2,400 $221K
11 Lido Advisors, LLC 0.00% 4,145 $382K
12 Corient Private Wealth LP 0.00% 3,586 $330K
13 Susquehanna International Group, LLP 0.00% 56,559 $5.2M
14 Osaic Holdings, INC. 0.00% 3,029 $279K
15 Integrated Wealth Concepts LLC 0.00% 379 $35K
16 Citadel Advisors LLC 0.00% 15,501 $1.4M
17 Mercer Global Advisors Inc /Adv 0.00% 1,200 $110K
18 Qube Research & Technologies Ltd 0.00% 113 $10K
19 Assetmark, Inc 0.00% 42 $4K
20 UBS Group AG 0.00% 35 $3K
21 Wells Fargo & Company/Mn 0.00% 1
22 Morgan Stanley 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Proshares Tr (MVV)

What does the Smart Money Trend signal show for MVV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MVV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MVV?

Heavy selling pressure — only 25% buying: Last quarter: 12 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MVV holders?

Strong quality — 35% AUM from major funds: 6 of 18 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MVV?

78% of holders stayed for 2+ years: 14 out of 18 hedge funds have held MVV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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