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
↑ +4
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — MVV

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MVV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
22 hedge funds hold MVV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

13 buying7 selling
Last quarter: 13 funds were net buyers (9 opened a brand new position + 4 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new MVV position: 5 → 6 → 2 → 9. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 14% medium 27% new
13 out of 22 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.
💰

Value +92% but shares only +50% — price-driven

Value
+92%
Shares
+49%
Last quarter: the total dollar value of institutional holdings rose +92%, but actual share count only changed +50%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~9 new funds/quarter

2 → 5 → 6 → 2 → 9 new funds/Q
New funds entering each quarter: 5 → 6 → 2 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 27% newcomers

64% veterans 9% 1-2yr 27% new
Entry-cohort mix of 22 holders: 14 (64%) are 2+ year veterans, 2 entered 1–2 years ago, and 6 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
5 of 22 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 13 hedge funds were net buyers of MVV (9 opened a new position, 4 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 21% of total institutional value in MVV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 22.

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.

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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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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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MVV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MVV?

More buyers than sellers — 65% buying: Last quarter: 13 funds were net buyers (9 opened a brand new position + 4 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MVV holders?

Strong quality — 21% AUM from major funds: 5 of 22 holders rank in the top 100 by AUM, accounting for 21% 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?

59% of holders stayed for 2+ years: 13 out of 22 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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