Proshares Ultra UtilitiesUPWETF
13F holders, Q2 2025 (June 30)9holders +3
6new positions
2sold out
$80.79avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Proshares Ultra Utilities (UPW) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($2.1M), Osaic Holdings, Inc. ($661K) and Freedom Investment Management, Inc. ($470K).
- Company
- Proshares Ultra Utilities
- CUSIP
- 74347R685
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $734K |
| Exits | 2 | $2.8M |
All 13F filers, Q1 2025 → Q2 2025: 26,174 shares bought and 37,360 shares sold, net −11,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Envestnet Asset Management Inc. | 0.00% | Add +199.4% | 25,635 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.9% | 8,174 | $661K |
| Freedom Investment Management, Inc. | 0.04% | New | 5,821 | $470K |
| Old Mission Capital LLC | 0.01% | New | 3,086 | $249K |
| UBS Group AG | 0.00% | New | 65 | $5K |
| Simplex Trading, LLC | 0.00% | New | 73 | $5K |
| Beacon Capital Management, Inc. | 0.00% | New | 52 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 28 | $2K |
| Morgan Stanley | 0.00% | Add +19.1% | 25 | $2K |
"% of holder's portfolio" is UPW's weight in each manager's 13F, not the share of Proshares Ultra Utilities the manager owns.