ProShares Ultra Consumer Staples
6 hedge funds and large institutions have $696K invested in ProShares Ultra Consumer Staples in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more capital invested
Capital invested by funds: $693K → $696K (+$2.88K)
1.55% less ownership
Funds ownership: 10.37% → 8.82% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$33.9K |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$1.85K |
| 3 |
Morgan Stanley
New York
|
+$259 |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$18 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$71.9K |
| 2 |
Simplex Trading
Chicago,
Illinois
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $655K | -$71.9K | -3,894 | -10% |
|
|
EWA
2
EverSource Wealth Advisors
Birmingham,
Alabama
| $35.3K | +$33.9K | +1,835 | New |
|
|
PA
3
Parallel Advisors
San Francisco,
California
| $3.49K | +$18 | +1 | +0.6% |
|
|
AAP
4
Arax Advisory Partners
Denver,
Colorado
| $1.92K | +$1.85K | +100 | New |
|
|
5
Morgan Stanley
New York
| $299 | +$259 | +14 | +1,400% |
|
6
Wells Fargo
San Francisco,
California
| $17 | – | – | – |
|
|
7
Simplex Trading
Chicago,
Illinois
| – | -$4K | -247 | Closed |
|
UGE Hedge Fund Activity: Q1 2025 in Review
6 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Consumer Staples (UGE) for Q1 2025, worth a combined $696K — up 0.42% from $693K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UGE positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was EverSource Wealth Advisors, opening a new position worth an estimated $33.9K. The largest seller was Osaic Holdings, cutting an estimated $71.9K.
- 6 institutional investors held ProShares Ultra Consumer Staples (UGE) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $696K of ProShares Ultra Consumer Staples stock for Q1 2025, up 0.42% quarter-over-quarter.
- 2 funds opened new ProShares Ultra Consumer Staples positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest ProShares Ultra Consumer Staples buyer in Q1 2025 was EverSource Wealth Advisors, an estimated $33.9K added.
- The largest ProShares Ultra Consumer Staples seller in Q1 2025 was Osaic Holdings, an estimated $71.9K sold.
Based on aggregated 13F filings for Q1 2025.