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ProShares Ultra Utilities
UPW

7 hedge funds and large institutions have $2.43M invested in ProShares Ultra Utilities in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

17% more funds holding

Funds holding: 6 → 7 (+1)

11% more capital invested

Capital invested by funds: $2.19M → $2.43M (+$243K)

2.59% more ownership

Funds ownership: 11.02% → 13.61% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$711K
2
Citadel Advisors
Citadel Advisors
Florida
+$293K
3
TFA
Toth Financial Advisory
Virginia
+$792
4
Morgan Stanley
Morgan Stanley
New York
+$79

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$251K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$136K
3
UBS Group
UBS Group
Switzerland
-$17.7K

UPW Hedge Fund Activity: Q4 2024 in Review

7 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q4 2024, worth a combined $2.43M — up 11% from $2.19M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UPW positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $711K. The largest seller was Osaic Holdings, cutting an estimated $251K.

  • 7 institutional investors held ProShares Ultra Utilities (UPW) as of Q4 2024, up from 6 in Q3 2024.
  • Funds reported $2.43M of ProShares Ultra Utilities stock for Q4 2024, up 11% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra Utilities positions in Q4 2024 and 1 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Utilities buyer in Q4 2024 was Susquehanna International Group, an estimated $711K added.
  • The largest ProShares Ultra Utilities seller in Q4 2024 was Osaic Holdings, an estimated $251K sold.

Based on aggregated 13F filings for Q4 2024.