ProShares Ultra Utilities
10 hedge funds and large institutions have $3.49M invested in ProShares Ultra Utilities in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.
3,065% more capital invested
Capital invested by funds: $110K → $3.49M (+$3.38M)
132.7% more ownership
Funds ownership: 5.93% → 138.63% (+133%)
100% more funds holding
Funds holding: 5 → 10 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.05M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$821K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$704K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$518K |
| 5 |
CG
Cutler Group
San Francisco,
California
|
+$49.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.2M | +$1.05M | +84,344 | +1,393% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $877K | +$821K | +66,192 | New |
|
|
3
IMC Chicago
Chicago,
Illinois
| $752K | +$704K | +56,724 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $553K | +$518K | +41,736 | New |
|
|
CG
5
Cutler Group
San Francisco,
California
| $58K | +$49.6K | +4,000 | +1,000% |
|
6
UBS Group
Zurich,
Switzerland
| $39.7K | +$11.2K | +904 | +43% |
|
|
TFA
7
Toth Financial Advisory
Leesburg,
Virginia
| $12.5K | – | – | – |
|
8
Morgan Stanley
New York
| $140 | +$99 | +8 | New |
|
9
Fidelity Investments
Boston,
Massachusetts
| $53 | +$50 | +4 | New |
|
10
Wells Fargo
San Francisco,
California
| $36 | – | – | – |
|
UPW Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q4 2023, worth a combined $3.49M — up 3,065% from $110K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPW positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.05M.
- 10 institutional investors held ProShares Ultra Utilities (UPW) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $3.49M of ProShares Ultra Utilities stock for Q4 2023, up 3,065% quarter-over-quarter.
- 5 funds opened new ProShares Ultra Utilities positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest ProShares Ultra Utilities buyer in Q4 2023 was Osaic Holdings, an estimated $1.05M added.
Based on aggregated 13F filings for Q4 2023.