Proshares Ultra UtilitiesUPWETF
13F holders, Q4 2024 (December 31)7holders +1
2new positions
1sold out
1famous investor
$71.54avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Proshares Ultra Utilities (UPW) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($803K), Osaic Holdings, Inc. ($722K) and Susquehanna International Group, LLP ($642K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Proshares Ultra Utilities
- CUSIP
- 74347R685
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $907K |
| Exits | 1 | $18K |
All 13F filers, Q3 2024 → Q4 2024: 12,693 shares bought and 5,104 shares sold, net +7,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.3% | 11,229 | $803K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.9% | 10,091 | $722K |
| Susquehanna International Group, LLP | 0.00% | New | 8,978 | $642K |
| Citadel Advisors | 0.00% | New | 3,704 | $265K |
| Toth Financial Advisory Corp. | 0.00% | Add +55.6% | 28 | $2K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $159 |
| Wells Fargo & Company | 0.00% | No change | 1 | $48 |
"% of holder's portfolio" is UPW's weight in each manager's 13F, not the share of Proshares Ultra Utilities the manager owns.