Proshares Ultra UtilitiesUPWETF
13F holders, Q3 2024 (September 30)6holders −2
0new positions
2sold out
$82.89avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Proshares Ultra Utilities (UPW) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Osaic Holdings, Inc. ($1.1M), Envestnet Asset Management Inc. ($1.1M) and UBS Group AG ($18K).
- Company
- Proshares Ultra Utilities
- CUSIP
- 74347R685
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 144 shares bought and 31,641 shares sold, net −31,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Osaic Holdings, Inc. | 0.00% | Reduce -37.3% | 13,261 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.5% | 12,949 | $1.1M |
| UBS Group AG | 0.00% | Add +197.2% | 214 | $18K |
| Toth Financial Advisory Corp. | 0.00% | Add +12.5% | 18 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $111 |
| Wells Fargo & Company | 0.00% | No change | 1 | $56 |
"% of holder's portfolio" is UPW's weight in each manager's 13F, not the share of Proshares Ultra Utilities the manager owns.