Who Owns UPW?
ProShares - Ultra Utilities — Institutional Ownership & 13F Holdings
$25.27
+0.80 (+3.28%)
Market Cap
$16.2M
Shares Outstanding
630,077
Institutional Holders
7
Total Inst. Value
$4.2M
% of Float Held
—
QoQ Holder Change
-2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
1
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | IMC-Chicago, LLCNew | $2.3M | 30,247 |
| 2 | OSAIC HOLDINGS, INC. | $676K | 8,782 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $659K | 8,562 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $501K | 6,505 |
| 5 | TOTH FINANCIAL ADVISORY CORP | $2K | 28 |
| 6 | MORGAN STANLEY | $1K | 21 |
| 7 | WELLS FARGO & COMPANY/MN | $31 | 0 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| IMC-Chicago, LLCNew | +30K | $2.3M |
| MORGAN STANLEY | +19 | $1K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -5K | $676K |
| ENVESTNET ASSET MANAGEMENT INC | -3K | $659K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -2K | $501K |
| WELLS FARGO & COMPANY/MN | -1 | $31 |
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Frequently Asked Questions
How many institutional investors hold UPW?
As of Q1 2025, 7 institutional investors report holding UPW (ProShares - Ultra Utilities) in their 13F filings.
Which hedge fund owns the most UPW?
The largest institutional holder of UPW is IMC-Chicago, LLC with $2.3M in shares.
Are institutions buying or selling UPW?
This quarter, 1 institutions opened new positions in UPW and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.