ProShares Ultra Utilities
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.
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)
10.38% more ownership
Funds ownership: 44.07% → 54.45% (+10%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$711K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$293K |
| 3 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
+$792 |
| 4 |
Morgan Stanley
New York
|
+$79 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$251K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$136K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $803K | -$136K | -6,880 | -13% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $722K | -$251K | -12,680 | -24% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $642K | +$711K | +35,912 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $265K | +$293K | +14,816 | New |
|
|
TFA
5
Toth Financial Advisory
Leesburg,
Virginia
| $2.03K | +$792 | +40 | +56% |
|
|
6
Morgan Stanley
New York
| $159 | +$79 | +4 | +100% |
|
7
Wells Fargo
San Francisco,
California
| $48 | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$17.7K | -856 | Closed |
|
UPW Hedge Fund Activity: Q4 2024 in Review
7 of the 7,593 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.