ProShares Ultra Utilities
9 hedge funds and large institutions have $3.47M invested in ProShares Ultra Utilities in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
14.62% less ownership
Funds ownership: 98.45% → 83.82% (-15%)
17% less capital invested
Capital invested by funds: $4.17M → $3.47M (-$696K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.32M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$450K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$239K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
+$5.64K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.03K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$2.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$501K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $2.07M | +$1.32M | +68,292 | +199% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $661K | -$47K | -2,432 | -7% |
|
|
FIM
3
Freedom Investment Management
Hartford,
Connecticut
| $470K | +$450K | +23,284 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $249K | +$239K | +12,344 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $5.25K | +$5.03K | +260 | New |
|
|
6
Simplex Trading
Chicago,
Illinois
| $5K | +$5.64K | +292 | New |
|
|
BCMIO
7
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $4.2K | +$4.02K | +208 | New |
|
|
TFA
8
Toth Financial Advisory
Leesburg,
Virginia
| $2.3K | – | – | – |
|
9
Morgan Stanley
New York
| $2.08K | +$309 | +16 | +19% |
|
10
JP Morgan Chase
New York
| $51 | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
|
12
IMC Chicago
Chicago,
Illinois
| – | -$2.33M | -120,988 | Closed |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$501K | -26,020 | Closed |
|
UPW Hedge Fund Activity: Q2 2025 in Review
9 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q2 2025, worth a combined $3.47M — down 17% from $4.17M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPW positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.32M. The largest seller was IMC Chicago, exiting entirely with an estimated $2.33M sold.
- 9 institutional investors held ProShares Ultra Utilities (UPW) as of Q2 2025, up from 6 in Q1 2025.
- Funds reported $3.47M of ProShares Ultra Utilities stock for Q2 2025, down 17% quarter-over-quarter.
- 5 funds opened new ProShares Ultra Utilities positions in Q2 2025 and 2 closed out, a net change of +3 holders.
- The largest ProShares Ultra Utilities buyer in Q2 2025 was Envestnet Asset Management, an estimated $1.32M added.
- The largest ProShares Ultra Utilities seller in Q2 2025 was IMC Chicago, an estimated $2.33M sold.
Based on aggregated 13F filings for Q2 2025.