ProShares Ultra Utilities
6 hedge funds and large institutions have $4.17M invested in ProShares Ultra Utilities in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
71% more capital invested
Capital invested by funds: $2.43M → $4.17M (+$1.73M)
43.99% more ownership
Funds ownership: 54.45% → 98.45% (+44%)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$2.29M |
| 2 |
Morgan Stanley
New York
|
+$1.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$265K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$202K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$187K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$99K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$76 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
IMC Chicago
Chicago,
Illinois
| $2.33M | +$2.29M | +120,988 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $676K | -$99K | -5,236 | -13% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $659K | -$202K | -10,668 | -24% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $501K | -$187K | -9,892 | -28% |
|
|
TFA
5
Toth Financial Advisory
Leesburg,
Virginia
| $2.18K | – | – | – |
|
|
6
Morgan Stanley
New York
| $1.64K | +$1.44K | +76 | +950% |
|
|
7
Wells Fargo
San Francisco,
California
| $31 | -$76 | -4 | Closed |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$265K | -14,816 | Closed |
|
UPW Hedge Fund Activity: Q1 2025 in Review
6 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q1 2025, worth a combined $4.17M — up 71% from $2.43M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UPW and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was IMC Chicago, opening a new position worth an estimated $2.29M. The largest seller was Citadel Advisors, exiting entirely with an estimated $265K sold.
- 6 institutional investors held ProShares Ultra Utilities (UPW) as of Q1 2025, down from 7 in Q4 2024.
- Funds reported $4.17M of ProShares Ultra Utilities stock for Q1 2025, up 71% quarter-over-quarter.
- 1 fund opened new ProShares Ultra Utilities positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest ProShares Ultra Utilities buyer in Q1 2025 was IMC Chicago, an estimated $2.29M added.
- The largest ProShares Ultra Utilities seller in Q1 2025 was Citadel Advisors, an estimated $265K sold.
Based on aggregated 13F filings for Q1 2025.