ProShares Ultra Utilities
9 hedge funds and large institutions have $7.14M invested in ProShares Ultra Utilities in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
312% more capital invested
Capital invested by funds: $1.73M → $7.14M (+$5.41M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
24.24% more ownership
Funds ownership: 10.93% → 35.16% (+24%)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$302K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$92.6K |
| 4 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
+$119 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$600K |
| 2 |
GAFA
Garton & Associates Financial Advisors
Louisville,
Kentucky
|
-$26.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$304 |
| 4 |
Morgan Stanley
New York
|
-$24 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $5.91M | +$5.19M | +218,408 | +1,084% |
|
|
2
IMC Chicago
Chicago,
Illinois
| $834K | +$92.6K | +3,895 | +13% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $315K | +$302K | +12,710 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $67.8K | -$600K | -25,241 | -90% |
|
5
Fifth Third Bancorp
Cincinnati,
Ohio
| $6.94K | – | – | – |
|
|
BCMIO
6
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $5.15K | – | – | – |
|
|
TFA
7
Toth Financial Advisory
Leesburg,
Virginia
| $4.47K | +$119 | +5 | +3% |
|
|
8
Morgan Stanley
New York
| $31 | -$24 | -1 | -50% |
|
9
Wells Fargo
San Francisco,
California
| $15 | – | – | – |
|
|
GAFA
10
Garton & Associates Financial Advisors
Louisville,
Kentucky
| – | -$26.1K | -1,200 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$304 | -14 | Closed |
|
UPW Hedge Fund Activity: Q1 2026 in Review
9 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q1 2026, worth a combined $7.14M — up 312% from $1.73M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UPW and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Envestnet Asset Management, adding an estimated $5.19M. The largest seller was Osaic Holdings, cutting an estimated $600K.
- 9 institutional investors held ProShares Ultra Utilities (UPW) as of Q1 2026, down from 10 in Q4 2025.
- Funds reported $7.14M of ProShares Ultra Utilities stock for Q1 2026, up 312% quarter-over-quarter.
- 1 fund opened new ProShares Ultra Utilities positions in Q1 2026 and 2 closed out, a net change of -1 holder.
- The largest ProShares Ultra Utilities buyer in Q1 2026 was Envestnet Asset Management, an estimated $5.19M added.
- The largest ProShares Ultra Utilities seller in Q1 2026 was Osaic Holdings, an estimated $600K sold.
Based on aggregated 13F filings for Q1 2026.