We are live on ! Find out more
UGL icon

ProShares Ultra Gold

56 hedge funds and large institutions have $101M invested in ProShares Ultra Gold in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 6 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $29.7M

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more funds holding

Funds holding: 5556 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $101M → $101M (-$478K)

0.59% less ownership

Funds ownership: 9.95%9.35% (-0.59%)

70% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 20

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
6
Reduced
20
Closed
18
Calls
$46.7M
Puts
$29.7M
Net Calls
+$17M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
26
Allen Capital Group
Nebraska
$376K +$34.3K +498 +9%
MWM
27
Meridian Wealth Management
Kentucky
$356K +$53.2K +773 +15%
OIA
28
OneDigital Investment Advisors
Kansas
$310K +$347K +5,039 New
CCWM
29
Cassaday & Co Wealth Management
Virginia
$301K
Creative Planning
30
Creative Planning
Kansas
$291K +$326K +4,732 New
LWPC
31
Legacy Wealth Partners (Colorado)
Colorado
$287K -$1.98M -28,818 -86%
IAN
32
Integrated Advisors Network
Texas
$246K +$275K +4,000 New
TFS
33
Thoroughbred Financial Services
Tennessee
$245K
IWP
34
Innova Wealth Partners
Pennsylvania
$241K -$102K -1,478 -27%
NA
35
NewEdge Advisors
Louisiana
$226K -$16.2K -235 -6%
HIS
36
Harvest Investment Services
Illinois
$217K +$243K +3,534 New
RIL
37
Rothschild Investment LLC
Illinois
$184K
JP Morgan Chase
38
JP Morgan Chase
New York
$102K -$997K -14,491 -89%
LFG
39
Larson Financial Group
Missouri
$65.9K +$73.8K +1,073 New
Barclays
40
Barclays
United Kingdom
$61K +$5.71K +83 +9%
Wells Fargo
41
Wells Fargo
California
$42.3K +$47.3K +688 New
Jones Financial Companies
42
Jones Financial Companies
Missouri
$25.7K -$4.82K -70 -13%
Osaic Holdings
43
Osaic Holdings
Arizona
$23.5K +$1.93K +28 +8%
HWP
44
Highline Wealth Partners
California
$12.3K +$13.8K +200 New
HCM
45
Hollencrest Capital Management
California
$11.1K +$12.4K +180 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$9.59K -$1.1M -16,041 -99%
GSEP
47
Golden State Equity Partners
California
$7.99K +$8.94K +130 New
TWC
48
TD Waterhouse Canada
Ontario, Canada
$7.58K +$8.26K +120 New
IAIM
49
International Assets Investment Management
Florida
$6.35K +$6.88K +100 New
SA
50
Scarborough Advisors
Maryland
$5.9K

UGL Hedge Fund Activity: Q1 2026 in Review

56 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q1 2026, worth a combined $101M — down 0.47% from $101M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UGL positions and 18 closed out — a net gain of 2 holders — while 6 added to existing stakes and 20 trimmed.

The largest buyer was TB Alternative Assets, opening a new position worth an estimated $48M. The largest seller was Artia Global Partners, exiting entirely with an estimated $24.5M sold.

  • 56 institutional investors held ProShares Ultra Gold (UGL) as of Q1 2026, up from 55 in Q4 2025.
  • Funds reported $101M of ProShares Ultra Gold stock for Q1 2026, down 0.47% quarter-over-quarter.
  • 20 funds opened new ProShares Ultra Gold positions in Q1 2026 and 18 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Gold buyer in Q1 2026 was TB Alternative Assets, an estimated $48M added.
  • The largest ProShares Ultra Gold seller in Q1 2026 was Artia Global Partners, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2026.