Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (MVV)

18 + 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.
🏛️

Deep conviction — 78% of holders stayed 2+ years

78% veterans 6% 1-2yr 17% new
Of 18 current holders: 14 (78%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

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

-- --

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

Is It Too Late to Buy Proshares Tr (MVV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MVV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
MVV
+24.8%
SPY
+14.1%

MVV outperformed SPY by +10.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
MVV
+10.1%
SPY
+0.3%

Since the filing became public, MVV outperformed SPY by +9.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: MVV
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 21 -14.29%
13F Shares 127K 126K 0.8%
Total Value $9M $9M 3.67%
New Positions 2 5 -3
Increased Positions 2 4 -2
Closed Positions 5 5 -
Reduced Positions 7 5 +2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MVV

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Institutional Holders (2026 Q1)

18 + 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 18 MVV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cassaday & Co Wealth Management LLC 0.10% 62,498 $4.5M
2 Harvest Investment Services, LLC 0.05% 3,665 $263K
3 Benson Wealth Management INC 0.04% 400 $29K
4 Tower Research Capital LLC (TRC) 0.00% 2,214 $159K
5 Kingsview Wealth Management, LLC 0.00% 2,904 $208K
6 Creative Planning 0.00% 24,678 $1.8M
7 Lido Advisors, LLC 0.00% 4,145 $297K
8 Corient Private Wealth LLC 0.00% 3,582 $257K
9 Osaic Holdings, INC. 0.00% 3,029 $217K
10 Root Financial Partners, LLC 0.00% 93 $7K
11 Susquehanna International Group, LLP 0.00% 14,282 $1.0M
12 AE Wealth Management LLC 0.00% 197 $14K
13 Jane Street Group, LLC 0.00% 5,306 $380K
14 Qube Research & Technologies Ltd 0.00% 140 $10K
15 Assetmark, Inc 0.00% 70 $5K
16 UBS Group AG 0.00% 18 $1K
17 Wells Fargo & Company/Mn 0.00% 1
18 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.

Is it too late to buy Proshares Tr (MVV) following the 2026 Q1 hedge fund 13F filings?

As of today, MVV has moved +10.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +9.8%. Since the quarter end (March 31, 2026), MVV has gained +24.8% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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