ProShares Ultra Utilities
7 hedge funds and large institutions have $1.17M invested in ProShares Ultra Utilities in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
56.03% less ownership
Funds ownership: 83.82% → 27.79% (-56%)
66% less capital invested
Capital invested by funds: $3.47M → $1.17M (-$2.3M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
+$22.9K |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$6.2K |
| 3 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
+$1.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.77M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$470K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$249K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$66.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $676K | -$66.7K | -3,100 | -9% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $459K | -$1.77M | -82,456 | -80% |
|
|
CI
3
CX Institutional
Auburn,
Indiana
| $24K | +$22.9K | +1,064 | New |
|
|
4
Fifth Third Bancorp
Cincinnati,
Ohio
| $6.58K | +$6.2K | +288 | New |
|
|
BCMIO
5
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $4.75K | – | – | – |
|
|
TFA
6
Toth Financial Advisory
Leesburg,
Virginia
| $4K | +$1.38K | +64 | +57% |
|
7
Morgan Stanley
New York
| $119 | -$2.06K | -96 | -96% |
|
8
Wells Fargo
San Francisco,
California
| $36 | – | – | – |
|
|
FIM
9
Freedom Investment Management
Hartford,
Connecticut
| – | -$470K | -23,284 | Closed |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$249K | -12,344 | Closed |
|
11
Simplex Trading
Chicago,
Illinois
| – | -$5K | -292 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$5.25K | -260 | Closed |
|
UPW Hedge Fund Activity: Q3 2025 in Review
7 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q3 2025, worth a combined $1.17M — down 66% from $3.47M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UPW and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was CX Institutional, opening a new position worth an estimated $22.9K. The largest seller was Envestnet Asset Management, cutting an estimated $1.77M.
- 7 institutional investors held ProShares Ultra Utilities (UPW) as of Q3 2025, down from 9 in Q2 2025.
- Funds reported $1.17M of ProShares Ultra Utilities stock for Q3 2025, down 66% quarter-over-quarter.
- 2 funds opened new ProShares Ultra Utilities positions in Q3 2025 and 4 closed out, a net change of -2 holders.
- The largest ProShares Ultra Utilities buyer in Q3 2025 was CX Institutional, an estimated $22.9K added.
- The largest ProShares Ultra Utilities seller in Q3 2025 was Envestnet Asset Management, an estimated $1.77M sold.
Based on aggregated 13F filings for Q3 2025.