ProShares Ultra Utilities
10 hedge funds and large institutions have $1.73M invested in ProShares Ultra Utilities in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
48% more capital invested
Capital invested by funds: $1.17M → $1.73M (+$558K)
43% more funds holding
Funds holding: 7 → 10 (+3)
16.87% less ownership
Funds ownership: 27.79% → 10.93% (-17%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$695K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$327 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$37.8K |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$24K |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$187 |
| 4 |
Morgan Stanley
New York
|
-$47 |
| 5 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$23 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
IMC Chicago
Chicago,
Illinois
| $646K | +$695K | +29,762 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $608K | -$37.8K | -1,619 | -5% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $438K | +$1.4K | +60 | +0.3% |
|
|
GAFA
4
Garton & Associates Financial Advisors
Louisville,
Kentucky
| $26.1K | +$28K | +1,200 | New |
|
|
5
Fifth Third Bancorp
Cincinnati,
Ohio
| $6.08K | -$187 | -8 | -3% |
|
|
BCMIO
6
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $4.52K | – | – | – |
|
|
TFA
7
Toth Financial Advisory
Leesburg,
Virginia
| $3.81K | -$23 | -1 | -0.6% |
|
|
8
UBS Group
Zurich,
Switzerland
| $304 | +$327 | +14 | New |
|
|
9
Morgan Stanley
New York
| $44 | -$47 | -2 | -50% |
|
|
10
Wells Fargo
San Francisco,
California
| $13 | +$23 | +1 | New |
|
|
CI
11
CX Institutional
Auburn,
Indiana
| – | -$24K | -1,064 | Closed |
|
UPW Hedge Fund Activity: Q4 2025 in Review
10 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Utilities (UPW) for Q4 2025, worth a combined $1.73M — up 48% from $1.17M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPW positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was IMC Chicago, opening a new position worth an estimated $695K. The largest seller was Osaic Holdings, cutting an estimated $37.8K.
- 10 institutional investors held ProShares Ultra Utilities (UPW) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $1.73M of ProShares Ultra Utilities stock for Q4 2025, up 48% quarter-over-quarter.
- 4 funds opened new ProShares Ultra Utilities positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest ProShares Ultra Utilities buyer in Q4 2025 was IMC Chicago, an estimated $695K added.
- The largest ProShares Ultra Utilities seller in Q4 2025 was Osaic Holdings, an estimated $37.8K sold.
Based on aggregated 13F filings for Q4 2025.